Bruce Sasson signed Richline Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Richline Group, Inc.'s EIN is 26-0232774.
Download the official 2024 Form 5500 (PDF) for Richline Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Richline Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHN REZNICK LLP | 22-1478099 | — | AUDITOR | $37K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA LG 2025 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 018 | Pooled Separate Account | — | — | $9.5M | 10.7% | |
| TRANSAMERICA LG 2030 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 163 | Pooled Separate Account | — | — | $8.2M | 9.3% | |
| TRANSAMERICA LG 2035 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 019 | Pooled Separate Account | — | — | $8.1M | 9.1% | |
| AMERICAN FUNDS BALANCED INV ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 158 | Pooled Separate Account | — | — | $7.5M | 8.4% | |
| TRANSAMERICA LG 2040 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 164 | Pooled Separate Account | — | — | $5.5M | 6.2% | |
| TRANSAMERICA LG RET BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 417 | Pooled Separate Account | — | — | $5.3M | 6.0% | |
| Transamerica Stable Value Advantage Acct Insurance general account | Stable Value | — | — | $5.3M | 6.0% | |
| JPMORGAN LG CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 580 | Pooled Separate Account | — | — | $4.6M | 5.2% | |
| TRANSAMERICA LG 2045 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 295 | Pooled Separate Account | — | — | $4.3M | 4.9% | |
| STATE STREET RUSS LG CP GR IDX RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 173 | Pooled Separate Account | — | — | $3.3M | 3.7% | |
| MFS MID CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 709 | Pooled Separate Account | — | — | $2.9M | 3.3% | |
| GOLDMAN SACHS BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 639 | Pooled Separate Account | — | — | $2.1M | 2.4% | |
| BLACKROCK HIGH YIELD BD PF ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 754 | Pooled Separate Account | — | — | $2.0M | 2.3% | |
| FEDERATED HERMES MDT SM CAP CR RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 351 | Pooled Separate Account | — | — | $1.9M | 2.2% | |
| JPMORGAN EQ INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 579 | Pooled Separate Account | — | — | $1.9M | 2.2% | |
| STATE STREET S&P MD CP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $1.8M | 2.0% | |
| AMERICAN FDS WA MTL INVS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 231 | Pooled Separate Account | — | — | $1.8M | 2.0% | |
| STATE STREET RUSS LG CP VAL IDX RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 171 | Pooled Separate Account | — | — | $1.7M | 1.9% | |
| AMERICAN FDS NEW PRSPCTV INV ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 155 | Pooled Separate Account | — | — | $1.6M | 1.8% | |
| TRANSAMERICA LG 2050 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 165 | Pooled Separate Account | — | — | $1.4M | 1.6% | |
| TRANSAMERICA LG 2055 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 505 | Pooled Separate Account | — | — | $1.3M | 1.4% | |
| FIDELITY STRTG DIV & INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 572 | Pooled Separate Account | — | — | $1.2M | 1.4% | |
| COLUMBIA MID CAP VAL INV ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 121 | Pooled Separate Account | — | — | $1.1M | 1.2% | |
| maturing at various dates, secured by participant account balance | Other securities | — | — | $1.1M | 1.2% | |
| MFS INTL VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 518 | Pooled Separate Account | — | — | $1.1M | 1.2% | |
| PIMCO STCKSPLS INTL US DOLLARHEDGE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 669 | Pooled Separate Account | — | — | $786K | 0.9% | |
| TRANSAMERICA LG 2060 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 607 | Pooled Separate Account | — | — | $621K | 0.7% | |
| GOLDMAN SACHS GLBL INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 766 | Pooled Separate Account | — | — | $403K | 0.5% | |
| TRANSAMERICA INTL EQ RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 788 | Pooled Separate Account | — | — | $218K | 0.2% | |
| LOOMIS SAYLES INV GRD BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 094 | Pooled Separate Account | — | — | $107K | 0.1% | |
| AMERICAN CENTURY MID CAP VAL RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 276 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.