Kristi Watson signed Rsource, LLC DBA Knowtion Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rsource, LLC DBA Knowtion Health's EIN is 26-1268348.
Download the official 2024 Form 5500 (PDF) for Rsource, LLC DBA Knowtion Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rsource, LLC DBA Knowtion Health's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $22K | — |
| VOYA RETIREMENT INSURANCE ANNUITY | 71-0294708 | — | INV ADV, PARTICIPANTS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund Mutual fund n/a | Mutual Funds | — | — | $1.4M | 18.0% | |
| Fidelity 500 Index Fund Mutual fund n/a | Common Collective Trusts | — | — | $1.1M | 14.0% | |
| Vanguard Target Retirement 2045 Fund Mutual fund n/a | Mutual Funds | — | — | $736K | 9.3% | |
| Vanguard Target Retirement 2030 Fund Mutual fund n/a | Mutual Funds | — | — | $666K | 8.4% | |
| Vanguard Target Retirement 2035 Fund Mutual fund n/a | Mutual Funds | — | — | $620K | 7.8% | |
| Voya Intermediate Bond Fund Class R6 Mutual fund n/a | Other securities | — | — | $417K | 5.3% | |
| Vanguard Target Retirement 2050 Fund Mutual fund n/a | Mutual Funds | — | — | $381K | 4.8% | |
| Vanguard Target Retirement 2055 Fund Mutual fund n/a | Mutual Funds | — | — | $363K | 4.6% | |
| Vanguard Target Retirement 2025 Fund Mutual fund n/a | Mutual Funds | — | — | $354K | 4.5% | |
| LARGE CAP GRWTH FD III CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $256K | 3.2% | |
| Fidelity Mid Cap Index Fund Mutual fund n/a | Common Collective Trusts | — | — | $175K | 2.2% | |
| Vanguard Total International Stock Index Fund Admiral Shares Mutual fund n/a | Common Collective Trusts | — | — | $160K | 2.0% | |
| American Funds American Balanced R6 Fund Mutual fund n/a | Mutual Funds | — | — | $155K | 1.9% | |
| Vanguard Target Retirement Income Fund Mutual fund n/a ** 239 * Participant Loans Other varies 4.25%- 10.50% n/a -0- | Mutual Funds | — | — | $142K | 1.8% | |
| Vanguard Target Retirement 2020 Fund Mutual fund n/a | Mutual Funds | — | — | $136K | 1.7% | |
| Principal Guarantee Option Insurance company general account n/a | Common Stocks | — | — | $132K | 1.7% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $118K | 1.5% | |
| Vanguard Equity Income Fund Admiral Shares Mutual fund n/a | Mutual Funds | — | — | $107K | 1.4% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 Mutual fund n/a | Other securities | — | — | $79K | 1.0% | |
| Vanguard Target Retirement 2060 Fund Mutual fund n/a | Mutual Funds | — | — | $78K | 1.0% | |
| MID CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $62K | 0.8% | |
| American Funds New Perspective Fund Class R6 Mutual fund n/a | Mutual Funds | — | — | $44K | 0.6% | |
| Fidelity Small Cap Index Fund Mutual fund n/a | Common Collective Trusts | — | — | $34K | 0.4% | |
| DFA Inflation-Protected Securities Portfolio Institutional Shares Mutual fund n/a | Mutual Funds | — | — | $26K | 0.3% | |
| (E) | Other securities | — | — | $22K | 0.3% | |
| Vanguard Explorer Fund Admiral Shares Mutual fund n/a | Mutual Funds | — | — | $22K | 0.3% | |
| Franklin Small Cap Value Fund R6 Mutual fund n/a | Mutual Funds | — | — | $17K | 0.2% | |
| PGIM Global Total Return Fund R6 Mutual fund n/a | Other securities | — | — | $16K | 0.2% | |
| DFA Real Estate Securities Portfolio Institutional Shares Mutual fund n/a | Mutual Funds | — | — | $15K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Mutual fund n/a | Mutual Funds | — | — | $10K | 0.1% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual fund n/a | Common Collective Trusts | — | — | $3K | <0.1% | |
| POOLED SEPERATE ACCOUNTS VOYA RETIREMENT INS & ANNUITY CO · EIN 71-0294708 / PN 000 | 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.
| MORNINGSTAR INVESTMENT MANAGEMENT |
| 36-4317381 |
| — |
| INV ADV, PARTICIPANTS |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES LLC | 04-2746212 | — | INVESTMENT ADVISORY | $6K | — |
