LORI Collins signed ROI Revolution, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ROI Revolution, Inc.'s EIN is 26-1645011.
Download the official 2024 Form 5500 (PDF) for ROI Revolution, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ROI Revolution, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.5M | 22.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.8M | 16.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.4M | 12.3% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $870K | 7.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $785K | 7.1% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $715K | 6.5% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $703K | 6.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $407K | 3.7% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $225K | 2.0% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $217K | 2.0% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $204K | 1.8% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $187K | 1.7% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $163K | 1.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $131K | 1.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $130K | 1.2% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $128K | 1.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $105K | 0.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $93K | 0.8% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $80K | 0.7% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $65K | 0.6% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $51K | 0.5% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $47K | 0.4% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $40K | 0.4% | |
| AMERICAN BEACON INTL EQTY R5 | Registered Investment Companies | — | — | $39K | 0.3% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $33K | 0.3% | |
| EMPOWER SHORT DUR BND INST | Registered Investment Companies | — | — | $24K | 0.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $17K | 0.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $10K | <0.1% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $7K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $2K | <0.1% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3258176 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $18K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THOMAS, JUDY & TUCKER | 56-1965804 | — | ACCOUNTANT | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST ALLIED ADVISORY SERVICES, INC | 20-4187012 | — | INVESTMENT/FINANCIAL ADVI | $5K | — |
