IRA FINN signed Ryan Specialty, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ryan Specialty, LLC's EIN is 27-2122990.
Download the official 2024 Form 5500 (PDF) for Ryan Specialty, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ryan Specialty, LLC'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 O | 84-0467907 | — | NONE | $149K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | — | CHICAGO, IL | NONE | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $66.9M | 10.5% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $66.6M | 10.5% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $63.5M | 10.0% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $59.9M | 9.4% | |
| Vanguard 120,611.62 shares of Vanguard Institutional Index | Mutual Funds | — | — | $57.8M | 9.1% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $57.2M | 9.0% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $53.3M | 8.4% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $40.0M | 6.3% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $34.4M | 5.4% | |
| T.Rowe Price 140,341.93 shares of T. Rowe Price Blue Chip Growth | Other securities | — | — | $26.3M | 4.1% | |
| Vanguard 106,423.95 shares of Vanguard Extended Market Index | Mutual Funds | — | — | $15.3M | 2.4% | |
| Vanguard 158,778.51 shares of Vanguard Equity Income | Mutual Funds | — | — | $14.0M | 2.2% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $10.0M | 1.6% | |
| BNYM MELLON STABLE VALUE M MELLON STABLE VALUE · EIN 11-3152987 / PN 011 | Common Collective Trust | — | — | $8.2M | 1.3% | |
| Vanguard 60,893.70 shares of Vanguard Total International Stock Index | Mutual Funds | — | — | $7.7M | 1.2% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $6.0M | 0.9% | |
| Vanguard 620,241.90 shares of Vanguard Total Bond Market Index | Mutual Funds | — | — | $5.9M | 0.9% | |
| Participant Loans * Various participants Participant loans (maturing 2024 - 2038 at interest rates of 3.25% - 10.5%) | Bonds / Notes | — | — | $5.4M | 0.8% | |
| Loomis Sayles 170,694.21 shares of Loomis Sayles Small Cap Growth | Other securities | — | — | $5.1M | 0.8% | |
| Dodge & Cox 88,562.06 shares of Dodge & Cox International Stock X | Mutual Funds | — | — | $4.4M | 0.7% | |
| RYAN 61,739.20 shares of Ryan Specialty Holdings | Common Stocks | — | $62K | $4.0M | 0.6% | |
| JPMorgan 46,958.22 shares of Undiscovered Managers Behavior Value | Other securities | — | — | $4.0M | 0.6% | |
| BlackRock 382,576.84 shares of BlackRock Total Return | Mutual Funds | — | — | $3.7M | 0.6% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $3.4M | 0.5% | |
| Vanguard 32,213.00 shares of Vanguard International Growth | Mutual Funds | — | — | $3.3M | 0.5% | |
| Fidelity 81,727.45 shares of Fidelity Emerging Markets | Mutual Funds | — | — | $3.1M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.3% | |
| Hartford 196,906.49 shares of Hartford Strategic Income | Other securities | — | — | $1.5M | 0.2% | |
| DFA 112,782.54 shares of DFA Global Real Estate Securities | Mutual Funds | — | — | $1.1M | 0.2% | |
| T. ROWE PRICE RETIREMENT BALANCED T T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.2% | |
| PIMCO 67,786.06 shares of PIMCO CommodityRealReturn Strategy1 | Mutual Funds | — | — | $891K | 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 |
|---|---|---|---|---|---|
| QDRO CONSULTANTS COMPANY, LLC | 34-1820650 | — | NONE | $1K | — |
