Megan Derguti signed Rocket Lawyer Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rocket Lawyer Incorporated's EIN is 26-3054379.
Download the official 2024 Form 5500 (PDF) for Rocket Lawyer Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rocket Lawyer Incorporated'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $37K | — |
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 2045 Fund | Mutual Funds | — | — | $3.2M | 28.6% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.1M | 10.4% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.0M | 9.3% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.0M | 9.1% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $855K | 7.7% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $794K | 7.2% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $508K | 4.6% | |
| Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $508K | 4.6% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $503K | 4.6% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $371K | 3.4% | |
| Vanguard Total Stock Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $369K | 3.3% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $194K | 1.8% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $175K | 1.6% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $105K | 1.0% | |
| MFS Mid Cap Value Fund Class A ** 236 Participant loans receivable - 14 loans outstanding * with interest rates ranging from 4.25% to 9.50% - | Mutual Funds | — | — | $95K | 0.9% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $54K | 0.5% | |
| Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $39K | 0.4% | |
| Empower Trust Company, LLC Gabelli US Treasury Money Market Fund | U.S. Treasuries | — | — | $23K | 0.2% | |
| COLUMBIA DIVIDEND VALUE(IS PLATFORM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $22K | 0.2% | |
| BlackRock Mid-Cap Growth Equity Portfolio Class K | Other securities | — | — | $20K | 0.2% | |
| JPMorgan International Equity Fund Class R6 | Other securities | — | — | $17K | 0.2% | |
| American Funds New World Fund Class R-6 | Mutual Funds | — | — | $16K | 0.1% | |
| AMCENTURY SMALL CAP VALUE (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 849 | Pooled Separate Account | — | — | $14K | 0.1% | |
| American Century Small Cap Growth Fund R6 Class ** 697 American Funds Inflation Linked Bond Fund Class R-6 ** 660 Cohen & Steers Global Realty Shares Class P | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $1K | <0.1% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $1K | <0.1% | |
| Vanguard Total International Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $1K | <0.1% | |
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $236 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
