Margarita Mondejo signed PRH Investments LLC DBA the Related Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PRH Investments LLC DBA the Related Group's EIN is 26-3667573.
Download the official 2024 Form 5500 (PDF) for PRH Investments LLC DBA the Related Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PRH Investments LLC DBA the Related Group's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $101K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISORY-PLAN | $70K | — |
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 | |||||
|---|---|---|---|---|---|---|
| State Street Equity 500 Index K Mutual Funds | Common Collective Trusts | — | — | $7.4M | 18.3% | |
| T. Rowe Price All-Cap Opportunities Inv Mutual Funds | Other securities | — | — | $3.6M | 8.8% | |
| STATE ST TARGET RET 2035 NL CL M STATE STREET · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $3.2M | 7.9% | |
| STATE ST TARGET RET 2030 NL CL M STATE STREET · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $2.6M | 6.5% | |
| STATE ST TARGET RET 2055 NL CL M STATE STREET · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $2.3M | 5.6% | |
| GOLDMAN SACHS STABLE VAL L CL 1 GOLDMAN SACHS · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $2.1M | 5.2% | |
| STATE ST TARGET RET 2050 NL CL M STATE STREET · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $1.8M | 4.4% | |
| STATE ST TARGET RET 2045 NL CL M STATE STREET · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $1.7M | 4.3% | |
| Charles Schwab Instl Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $1.7M | 4.2% | |
| Putnam large Cap Value Y Mutual Funds | Mutual Funds | — | — | $1.6M | 3.9% | |
| STATE ST TARGET RET 2040 NL CL M STATE STREET · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $1.5M | 3.7% | |
| Dodge & Cox Income X Mutual Funds | Mutual Funds | — | — | $1.3M | 3.3% | |
| Transamerica International Equity R6 Mutual Funds | Other securities | — | — | $1.3M | 3.1% | |
| Victory Sycamore Mutual Funds | Other securities | — | — | $964K | 2.4% | |
| STATE ST TARGET RET 2025 NL CL M STATE STREET · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $871K | 2.2% | |
| Janus Henderson Triton N Mutual Funds | Mutual Funds | — | — | $835K | 2.1% | |
| STATE ST TARGET RET 2060 NL CL M STATE STREET · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $830K | 2.0% | |
| Fidelity Small Cap Index Mutual Funds | Mutual Funds | — | — | $730K | 1.8% | |
| Notes receivable from participants Participant loans, interest rates | Participant loans | — | — | $654K | 1.6% | |
| STATE ST TARGET RET 2020 NL CL M STATE STREET · EIN 90-0337987 / PN 432 | Common Collective Trust | — | — | $616K | 1.5% | |
| MFS Mid Cap Growth R6 Mutual Funds | Mutual Funds | — | — | $551K | 1.4% | |
| STATE ST TARGET RET 2065 NL CL M STATE STREET · EIN 32-6528132 / PN 044 | Common Collective Trust | — | — | $517K | 1.3% | |
| Goldman Sachs Infl Protected Secs Instl Mutual Funds | Other securities | — | — | $401K | 1.0% | |
| Goldman Sachs Small Cap Value Insights R6 Mutual Funds | Other securities | — | — | $397K | 1.0% | |
| Driehaus Emerging Markets Growth Instl Mutual Funds | Other securities | — | — | $368K | 0.9% | |
| Principal Real Estate Securities A Mutual Funds | Other securities | — | — | $367K | 0.9% | |
| STATE ST TARGET RET INC NL CL M STATE STREET · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $65K | 0.2% | |
| Transamerica Stable Val Collective Trust | Common Collective Trusts | — | — | $33K | <0.1% | |
| Jhancock Alternative Asset Allocation I Mutual Funds | Other securities | — | — | $22K | <0.1% |
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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $172 | — |
