Joyce Massey signed Recorded Future, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Recorded Future, Inc.'s EIN is 26-2428801.
Download the official 2024 Form 5500 (PDF) for Recorded Future, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Recorded Future, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | OTHER SERVICES | $68K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $6K | — |
| Name |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| Insurance Funds * Principal Guaranteed Option N/R | Other securities | — | — | $5.1M | 11.0% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $4.3M | 9.1% | |
| BlackRock iShares MSCI EAFE International Index K N/R | Other securities | — | — | $4.0M | 8.5% | |
| Vanguard Windsor II Adm Fund N/R | Mutual Funds | — | — | $3.1M | 6.6% | |
| American Funds American Funds NewWorld R6 N/R | Mutual Funds | — | — | $2.4M | 5.2% | |
| Principal Core Fixed Income Separate Account N/R | Pooled Separate Accounts | — | — | $2.4M | 5.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $2.4M | 5.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2.2M | 4.6% | |
| BlackRock iShares US Aggregate Bond Index K N/R | Other securities | — | — | $1.9M | 4.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.9M | 4.0% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $1.5M | 3.2% | |
| Fidelity Advisor Total Bond Z N/R | Mutual Funds | — | — | $1.3M | 2.8% | |
| MFS Mid Cap Value R6 N/R | Mutual Funds | — | — | $1.2M | 2.6% | |
| Principal Global Capital Appreciation Separate Account N/R | Pooled Separate Accounts | — | — | $963K | 2.1% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $963K | 2.1% | |
| Principal SmallCap Value II Separate Account N/R | Pooled Separate Accounts | — | — | $933K | 2.0% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $933K | 2.0% | |
| MassMutual Mid Cap Group I Fund N/R | Common Stocks | — | — | $917K | 2.0% | |
| Principal SmallCap Growth I Separate Account N/R | Pooled Separate Accounts | — | — | $905K | 1.9% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $905K | 1.9% | |
| American Funds American Funds EuroPacific Growth - R6 N/R | Mutual Funds | — | — | $901K | 1.9% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $854K | 1.8% | |
| Participant Loans Notes receivable from participants, with interest rates $0 | Participant loans | — | — | $405K | 0.9% | |
| American Funds American Funds American Balanced Investment R6 N/R | Mutual Funds | — | — | $192K | 0.4% | |
| (E) | Other securities | — | — | $90K | 0.2% | |
| MassMutual Inflation-Protected & Income I Fund N/R | Other securities | — | — | $90K | 0.2% | |
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / 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.
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | — | WALTHAM, MA | INVESTMENT ADVISORY | $84K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP INC | — | EAST PROVIDENCE, RI | CONTRACT ADMINISTRATOR | $5K | — |
