Lonna Carter signed ELI Research, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ELI Research, LLC's EIN is 26-1356923.
Download the official 2022 Form 5500 (PDF) for ELI Research, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)ELI Research, LLC'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 | $148K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $108K | — |
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.
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 |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | CONTRACT ADMINISTRATOR | $35K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock iShares S&P 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.4M | 11.1% | |
| American Funds American Funds 2035 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $2.6M | 8.4% | |
| American Funds American Funds 2030 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $2.1M | 6.9% | |
| American Funds American Funds 2040 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $2.0M | 6.4% | |
| American Funds American Funds 2025 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $1.9M | 6.1% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option Guaranteed Investment Account | Common Stocks | — | — | $1.8M | 6.0% | |
| American Funds American Funds 2050 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $1.6M | 5.4% | |
| American Funds American Balanced Fund Mutual Fund | Mutual Funds | — | — | $1.6M | 5.2% | |
| American Funds Growth Fund of America Mutual Fund | Mutual Funds | — | — | $1.1M | 3.7% | |
| Delaware Investments Delaware Small Cap Core Fund Mutual Fund | Other securities | — | — | $1.1M | 3.5% | |
| Vanguard Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.0M | 3.3% | |
| Columbia Funds Columbia Dividend Income Fund Mutual Fund | Other securities | — | — | $973K | 3.2% | |
| BlackRock Mid-Cap Growth Equity Portfolio Mutual Fund | Other securities | — | — | $864K | 2.8% | |
| American Funds American Funds 2055 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $828K | 2.7% | |
| American Funds American Funds 2020 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $669K | 2.2% | |
| American Funds New Perspective Fund Mutual Fund | Mutual Funds | — | — | $655K | 2.1% | |
| BlackRock Total Return K Fund Mutual Fund | Other securities | — | — | $639K | 2.1% | |
| Vanguard Selected Value Fund Mutual Fund | Mutual Funds | — | — | $610K | 2.0% | |
| Participant Loans Range of Interest Rates Range From 4.25% To 8.00% $0 | Bonds / Notes | — | — | $572K | 1.9% | |
| American Funds American Funds 2010 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $466K | 1.5% | |
| Deutsche DWS RREEF Real Estate Securities Fund Mutual Fund | Other securities | — | — | $428K | 1.4% | |
| MFS Investment Management MFS International Diversification Fund Mutual Fund | Mutual Funds | — | — | $408K | 1.3% | |
| American Funds American US Government Securities Fund Mutual Fund | Mutual Funds | — | — | $300K | 1.0% | |
| American Funds American Funds 2060 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $288K | 0.9% | |
| PIMCO Commodities Plus Strategy Fund Mutual Fund | Mutual Funds | — | — | $220K | 0.7% | |
| Lord Abbett Lord Abbett Bond-Debenture Fund Inc Mutual Fund | U.S. Treasuries | — | — | $186K | 0.6% | |
| MFS Investment Management MFS International Growth Fund Mutual Fund | Mutual Funds | — | — | $160K | 0.5% | |
| Western Asset Management Co. Western Asset Core Bond Fund Mutual Fund | Common Stocks | — | — | $96K | 0.3% | |
| Vanguard Value Index Fund Mutual Fund | Common Collective Trusts | — | — | $96K | 0.3% | |
| American Funds American Funds 2065 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $91K | 0.3% | |
| Delaware Investments Delaware Emerging Markets Fund Mutual Fund | Other securities | — | — | $79K | 0.3% | |
| American Funds American Funds 2015 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $28K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FEDERATED HER CAP PRES IP FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
