Family Resources' EIN is 25-0728060.
Download the official 2024 Form 5500 (PDF) for Family Resources from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Family Resources' plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | PLAN CUSTODIAN/RK | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | — | MILWAUKEE, WI | BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Inv N/A | Mutual Funds | — | — | $496K | 21.0% | |
| Vanguard Target Retirement 2045 Inv N/A | Mutual Funds | — | — | $339K | 14.3% | |
| Vanguard Target Retirement 2035 Inv N/A | Mutual Funds | — | — | $297K | 12.6% | |
| Vanguard Target Retirement 2020 Inv N/A | Mutual Funds | — | — | $234K | 9.9% | |
| Vanguard Target Retirement 2030 Inv N/A | Mutual Funds | — | — | $225K | 9.5% | |
| Vanguard Target Retirement 2055 Inv N/A | Mutual Funds | — | — | $157K | 6.7% | |
| Vanguard Target Retirement 2040 Inv N/A | Mutual Funds | — | — | $153K | 6.5% | |
| Vanguard Target Retirement Income Inv N/A | Mutual Funds | — | — | $147K | 6.2% | |
| Vanguard Target Retirement 2050 Inv N/A | Mutual Funds | — | — | $143K | 6.0% | |
| JPMorgan Large Cap Growth Fund Class R6 N/A | Other securities | — | — | $76K | 3.2% | |
| Vanguard Target Retirement 2060 Inv N/A | Mutual Funds | — | — | $60K | 2.5% | |
| Vanguard Target Retirement 2065 Inv N/A | Mutual Funds | — | — | $6K | 0.3% | |
| Voya Fixed Account N/A | Other securities | — | — | $3K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
