Families United Network's EIN is 23-2857929.
Download the official 2024 Form 5500 (PDF) for Families United Network from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Families United Network's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH INC | 42-1445429 | — | BROKER/DEALER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MyCompass Ind Mod 2045 Fd R Collective Trust Fund N/R | Common Collective Trusts | — | — | $1.2M | 25.3% | |
| MyCompass Ind Mod 2035 Fd R Collective Trust Fund N/R | Common Collective Trusts | — | — | $1.1M | 23.5% | |
| MyCompass Ind Mod 2055 Fd R Collective Trust Fund N/R | Common Collective Trusts | — | — | $877K | 18.6% | |
| MyCompass Ind Mod Ret Fd R Collective Trust Fund N/R | Common Collective Trusts | — | — | $742K | 15.7% | |
| Fidelity 500 Index Fund Mutual Fund N/R | Common Collective Trusts | — | — | $109K | 2.3% | |
| Fidelity Intl Index Fund Mutual Fund N/R | Common Collective Trusts | — | — | $85K | 1.8% | |
| Fidelity Lg Cap Grw Id Fd Mutual Fund N/R | Mutual Funds | — | — | $79K | 1.7% | |
| W TRwPr Cap Apprec Port R6 Mutual Fund N/R | Other securities | — | — | $55K | 1.2% | |
| Putnam Large Cap Value Fund R1 Collective Trust Fund N/R | Common Collective Trusts | — | — | $52K | 1.1% | |
| PIMCO Income Fund Ins Mutual Fund N/R | Mutual Funds | — | — | $50K | 1.1% | |
| Fidelity Mid Cap ldx Fd Mutual Fund N/R | Mutual Funds | — | — | $46K | 1.0% | |
| American Funds Nw Prspctv R6 Mutual Fund N/R | Mutual Funds | — | — | $43K | 0.9% | |
| Vanguard Small-Cap Index Fnd Adm Mutual Fund N/R | Mutual Funds | — | — | $40K | 0.8% | |
| Fid US Bd Id Fd Mutual Fund N/R | Mutual Funds | — | — | $35K | 0.7% | |
| MyCompass Ind Mod 2065 Fd R Collective Trust Fund N/R | Common Collective Trusts | — | — | $31K | 0.7% | |
| Fidelity Small Cap Grw Ind Fd Mutual Fund N/R | Mutual Funds | — | — | $30K | 0.6% | |
| American Funds New World R6 Mutual Fund N/R | Mutual Funds | — | — | $29K | 0.6% | |
| PIMCO Real Return Fund Ins Mutual Fund N/R | Mutual Funds | — | — | $23K | 0.5% | |
| .. Voya Gv Mnt Mkt FA (Hid Acct) N/R Mutual Fund | Other securities | — | — | $15K | 0.3% | |
| MFS Mid Cap Growth Fd R6 Mutual Fund N/R | Mutual Funds | — | — | $14K | 0.3% | |
| Amount Date withheld remitted $12,021 7/7/2023 1/2/2024 | Other securities | — | — | $12K | 0.3% | |
| Janus Hndrsn Enterprise CF Ill Collective Trust Fund N/R | Common Collective Trusts | — | — | $11K | 0.2% | |
| MyCompass Ind Agg 2065 Fd R Collective Trust Fund N/R | Common Collective Trusts | — | — | $9K | 0.2% | |
| DFA US Targeted V1 Port Ins Mutual Fund N/R | Mutual Funds | — | — | $6K | 0.1% | |
| Voya Fixed Account Guaranteed Interest Contract N/R | Other securities | — | — | $3K | <0.1% | |
| MyCompass Ind Cns 2055 F R Collective Trust Fund N/R | Common Collective Trusts | — | — | $3K | <0.1% | |
| Vanguard Tot Int Bnd F Adm Mutual Fund N/R | Mutual Funds | — | — | $2K | <0.1% | |
| MyCompass Ind Cns 2045 F R Collective Trust Fund N/R | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M2B RETIREMENT CONSULTING LLC | — | WEXFORD, PA | TPA | $0 | — |
