Family Resources, Inc.'s EIN is 23-7146873.
Download the official 2023 Form 5500 (PDF) for Family Resources, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Family Resources, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIXED ACCT | Other securities | — | — | $814K | 23.9% | |
| T.Rowe Price Blue Chip Gr I | Other securities | — | — | $393K | 11.5% | |
| THE STANDARD STABLE ASSET A | Other securities | — | — | $265K | 7.8% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $205K | 6.0% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $192K | 5.6% | |
| JPMorgan SmartRtmnt 2035 R5 | Other securities | — | — | $115K | 3.4% | |
| Western Asset Core Plus Bd I | Other securities | — | — | $113K | 3.3% | |
| JPMorgan SmartRtmnt 2040 R5 | Other securities | — | — | $108K | 3.2% | |
| JPMorgan SmartRtmnt 2050 R5 | Other securities | — | — | $107K | 3.1% | |
| FIDELITY GROWTH PORTFOLIO | Mutual Funds | — | — | $105K | 3.1% | |
| Janus Henderson Enterprise N | Mutual Funds | — | — | $104K | 3.0% | |
| T.Rowe Price New Horizons | Other securities | — | — | $94K | 2.7% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $91K | 2.7% | |
| LVIP SSGA S&P 500 INDEX | Common Collective Trusts | — | — | $89K | 2.6% | |
| JPMorgan SmartRtmnt 2055 R5 | Other securities | — | — | $56K | 1.7% | |
| Invesco Global Fund R6 | Mutual Funds | — | — | $55K | 1.6% | |
| JPMorgan SmartRtmnt 2045 R5 | Other securities | — | — | $52K | 1.5% | |
| JPMorgan SmartRtmnt 2025 R5 | Other securities | — | — | $49K | 1.4% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $44K | 1.3% | |
| Oakmark International Inv | Other securities | — | — | $44K | 1.3% | |
| JHancock Dspl Val Md Cp I | Other securities | — | — | $44K | 1.3% | |
| LVIP T. ROWE PRICE STRUCTURED | Other securities | — | — | $35K | 1.0% | |
| Vanguard Real Estat Idx Adm | Common Collective Trusts | — | — | $23K | 0.7% | |
| PIMCO Real Return Instl | Mutual Funds | — | — | $22K | 0.6% | |
| LVIP MACQUARIE SOCIAL AWRN FD | Other securities | — | — | $20K | 0.6% | |
| DFA Emerging Mrkts Core Eq I | Mutual Funds | — | — | $18K | 0.5% | |
| Vanguard Tot Bd Mkt Idx Adm | Common Collective Trusts | — | — | $18K | 0.5% | |
| JPMorgan Small Cap Value R6 | Other securities | — | — | $15K | 0.4% | |
| LVIP DIMENSIONAL US CORE EQTY1 | Mutual Funds | — | — | $13K | 0.4% | |
| LVIP T. ROWE PRICE 2020 | Other securities | — | — | $13K | 0.4% | |
| LVIP BARON GRTH OPPORTUNITIES | Other securities | — | — | $12K | 0.4% | |
| FIDELITY ASSET MANAGER | Mutual Funds | — | — | $11K | 0.3% | |
| PGIM High Yield Z | Other securities | — | — | $10K | 0.3% | |
| LVIP SSGA SMALL-CAP INDEX | Other securities | — | — | $9K | 0.3% | |
| Notes receivable from participants (3.25%-7.50%) | Bonds / Notes | — | — | $9K | 0.3% | |
| AB VPS SUST GL THEMATIC PORT | Other securities | — | — | $5K | 0.1% | |
| LVIP BLENDED LC GRTH MNGD VOL | Other securities | — | — | $5K | 0.1% | |
| AMERICAN FUNDS GLOBAL GROWTH | Mutual Funds | — | — | $4K | 0.1% | |
| LVIP MACQUARIE BOND FUND | Other securities | — | — | $3K | 0.1% | |
| LVIP MACQUARIE US REIT FUND | Common Stocks | — | — | $3K | <0.1% | |
| AMERICAN FUNDS GROWTH FUND | Mutual Funds | — | — | $3K | <0.1% | |
| AMERICAN FUNDS GROWTH-INCOME | Mutual Funds | — | — | $3K | <0.1% | |
| T. ROWE PRICE INT'L STOCK | Other securities | — | — | $3K | <0.1% | |
| JPMorgan SmartRtmnt 2030 R5 | Other securities | — | — | $2K | <0.1% | |
| JANUS HENDERSON GLB RESEARCH | Mutual Funds | — | — | $2K | <0.1% | |
| LVIP AM CENTURY BAL FD | Other securities | — | — | $2K | <0.1% | |
| FIDELITY CONTRAFUND PORTFOLIO | Mutual Funds | — | — | $2K | <0.1% | |
| AMERICAN FUNDS INTERNATIONAL | Mutual Funds | — | — | $2K | <0.1% | |
| MACQUARIE VIP SM CAP VAL SER | Other securities | — | — | $1K | <0.1% | |
| LVIP MACQ DIVSFD INC FD | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
