Glenda McDougal signed Results for Development Institut's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Results for Development Institut's EIN is 20-8530747.
Download the official 2024 Form 5500 (PDF) for Results for Development Institut from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Results for Development Institut's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $27K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $3.0M | 15.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $3.0M | 15.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.4M | 12.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.1M | 10.4% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.3M | 6.6% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.3M | 6.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $602K | 3.0% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $552K | 2.8% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $441K | 2.2% | |
| FID TOTAL MARKET INDEX | Registered Investment Companies | — | — | $348K | 1.7% | |
| NTX TARGET RETIREMENT 2050 N | Registered Investment Companies | — | — | $337K | 1.7% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $333K | 1.7% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $328K | 1.6% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $284K | 1.4% | |
| CALVERT BALANCED FUND I | Registered Investment Companies | — | — | $281K | 1.4% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $274K | 1.4% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $264K | 1.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $263K | 1.3% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $221K | 1.1% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $206K | 1.0% | |
| MACQUARIE MID CAP GROWTH R6 | Registered Investment Companies | — | — | $190K | 1.0% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $185K | 0.9% | |
| CALVERT BOND FUND I | Registered Investment Companies | — | — | $175K | 0.9% | |
| JPMORGAN LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $160K | 0.8% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $145K | 0.7% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $137K | 0.7% | |
| BAIRD CORE PLUS BOND INSTL | Registered Investment Companies | — | — | $116K | 0.6% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $112K | 0.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $96K | 0.5% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $89K | 0.4% | |
| FIDELITY NASDAQ COMPOSITE IDX | Registered Investment Companies | — | — | $87K | 0.4% | |
| MFS INTERNATIONAL EQUITY R6 | Registered Investment Companies | — | — | $84K | 0.4% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $77K | 0.4% | |
| BLACKROCK EMERGING MARKETS K | Registered Investment Companies | — | — | $75K | 0.4% | |
| NTX TARGET RETIREMENT 2030 N | Registered Investment Companies | — | — | $71K | 0.4% | |
| PIMCO RAE PLUS SM INSTL | Registered Investment Companies | — | — | $55K | 0.3% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $46K | 0.2% | |
| NTX TARGET RETIREMENT 2045 N | Registered Investment Companies | — | — | $33K | 0.2% | |
| NTX TARGET RETIREMENT 2020 N | Registered Investment Companies | — | — | $31K | 0.2% | |
| MORGAN STANLEY INTL ADV PORT I | Registered Investment Companies | — | — | $27K | 0.1% | |
| NTX TARGET RETIREMENT 2055 N | Registered Investment Companies | — | — | $10K | <0.1% | |
| NTX TARGET RETIREMENT 2060 N | Registered Investment Companies | — | — | $8K | <0.1% | |
| NTX TARGET RETIREMENT 2040 N | Registered Investment Companies | — | — | $6K | <0.1% | |
| NTX TARGET RETIREMENT 2025 N | Registered Investment Companies | — | — | $6K | <0.1% | |
| PIM LONG TERM CREDIT BD - INST | Registered Investment Companies | — | — | $6K | <0.1% | |
| FED MTD SM CAP GROWTH R6 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $40K |
| — |
