Kendra Butler signed Relation Insurance, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Relation Insurance, Inc.'s EIN is 26-0291031.
Download the official 2024 Form 5500 (PDF) for Relation Insurance, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Relation Insurance, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $219K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $17.8M | 15.5% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $13.5M | 11.7% | |
| Alliance Bernstein AB Large Cap Growth Z Fund | Other securities | — | — | $9.3M | 8.1% | |
| PIMCO Funds Income Institutional Fund | Mutual Funds | — | — | $7.5M | 6.5% | |
| Schwab Funds Fund US Large Cmp Index Fund | Common Collective Trusts | — | — | $6.5M | 5.7% | |
| MFS Investment Management International Intrinsic Value R4 Fund | Mutual Funds | — | — | $5.6M | 4.9% | |
| Dimensional Fund Advisors US Small Cal Growth Fund | Mutual Funds | — | — | $4.8M | 4.1% | |
| Principal Life Insurance Company* Mid Cap S&P 400 Index | Common Stocks | — | — | $4.8M | 4.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $4.8M | 4.1% | |
| Fidelity Investments Fidelity INF-PR Bond Index FD | Mutual Funds | — | — | $4.7M | 4.1% | |
| Hartford Mutual Funds Dividend and Growth R6 Fund | Other securities | — | — | $4.6M | 4.0% | |
| American Funds Service Company Mortgage R6 Fund | Mutual Funds | — | — | $4.3M | 3.8% | |
| PGIM Investments PGIM High Yield R6 Fund | Other securities | — | — | $4.2M | 3.6% | |
| American Funds New Prsp R6 Fund | Mutual Funds | — | — | $4.0M | 3.5% | |
| Vanguard Group Small Cap Value Index Admiral Fund | Mutual Funds | — | — | $3.6M | 3.1% | |
| Heartland Funds Mid-Cap Value Fund | Other securities | — | — | $3.2M | 2.8% | |
| Hartford Mutual Funds International Opportunities R6 Fund | Other securities | — | — | $3.0M | 2.6% | |
| T. Rowe Price Funds T. Rowe Price Lg Cp Gwth I Fund | Other securities | — | — | $2.8M | 2.5% | |
| American Funds New World R6 | Mutual Funds | — | — | $2.6M | 2.3% | |
| maturing through June 2039 | Other securities | — | — | $1.6M | 1.4% | |
| Vanguard Group Info Tech Index Admiral Fund | Mutual Funds | — | — | $1.6M | 1.4% | |
| MFS Investment Management Mid-Cap Growth R6 Fund | Mutual Funds | — | — | $1.5M | 1.3% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $1.0M | 0.9% | |
| PIMCO Funds International Bond I Fund | Mutual Funds | — | — | $986K | 0.9% | |
| MFS Investment Management Global Real Estate R6 Fund | Mutual Funds | — | — | $475K | 0.4% | |
| American Funds SmallCap World R6 Fund | Mutual Funds | — | — | $463K | 0.4% | |
| Lord Abbett Short Duration Income R6 Fund | Mutual Funds | — | — | $431K | 0.4% |
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 |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISORY | $0 | — |
