Krisztina Merritt signed Relevant Solutions LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Relevant Solutions LLC's EIN is 27-4029053.
Download the official 2024 Form 5500 (PDF) for Relevant Solutions LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Relevant Solutions LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement Fund Mutual fund | Mutual Funds | — | — | $6.5M | 13.2% | |
| American Funds 2040 Target Date Retirement Fund Mutual fund | Mutual Funds | — | — | $5.6M | 11.4% | |
| American Funds 2010 Target Date Retirement Fund Mutual fund | Mutual Funds | — | — | $4.8M | 9.6% | |
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $4.3M | 8.7% | |
| American Funds 2045 Target Date Retirement Fund Mutual fund | Mutual Funds | — | — | $3.9M | 8.0% | |
| American Funds 2025 Target Date Retirement Fund Mutual fund | Mutual Funds | — | — | $3.3M | 6.7% | |
| American Funds 2050 Target Date Retirement Fund Mutual fund | Mutual Funds | — | — | $3.2M | 6.4% | |
| Fidelity Contraf und Class K Mutual fund | Mutual Funds | — | — | $2.2M | 4.4% | |
| John Hancock Multimanager Balanced Lifestyle Portfolio Mutual fund | Other securities | — | — | $1.9M | 3.7% | |
| American Funds 2035 Target Date Retirement Fund Mutual fund | Mutual Funds | — | — | $1.7M | 3.3% | |
| John Hancock Multimanager Grow th Lifestyle Portfolio Mutual fund | Other securities | — | — | $1.6M | 3.3% | |
| American Funds 2020 Target Date Retirement Fund Mutual fund | Mutual Funds | — | — | $1.5M | 3.0% | |
| Vanguard Grow th Index Fund Admiral Shares Mutual fund | Common Collective Trusts | — | — | $1.2M | 2.5% | |
| American Funds 2055 Target Date Retirement Fund Mutual fund | Mutual Funds | — | — | $1.1M | 2.2% | |
| American Funds 2060 Target Date Retirement Fund Mutual fund | Mutual Funds | — | — | $614K | 1.2% | |
| John Hancock Multimanager Aggressive Lifestyle Portfolio Mutual fund | Other securities | — | — | $582K | 1.2% | |
| Fidelity Small Cap Grow th K6 Fund Mutual fund | Mutual Funds | — | — | $572K | 1.2% | |
| 3.25% to 9.50% - | Bonds / Notes | — | — | $566K | 1.1% | |
| MFS International Grow th Fund Class R6 Mutual fund | Mutual Funds | — | — | $533K | 1.1% | |
| Janus Henderson Enterprise Fund Class N Mutual fund | Mutual Funds | — | — | $522K | 1.1% | |
| Fidelity Total International Index Fund Mutual fund | Common Collective Trusts | — | — | $414K | 0.8% | |
| Dodge & Cox Income Fund Class X Mutual fund | Mutual Funds | — | — | $338K | 0.7% | |
| John Hancock Multimanager Moderate Lifestyle Portfolio Mutual fund | Other securities | — | — | $304K | 0.6% | |
| Vanguard Value Index Fund Admiral Shares Mutual fund | Common Collective Trusts | — | — | $303K | 0.6% | |
| Fidelity Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $238K | 0.5% | |
| Allspring Special Mid Cap Value Fund Class R6 Mutual fund | Other securities | — | — | $170K | 0.3% | |
| Fidelity Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $150K | 0.3% | |
| Fidelity U.S. Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $150K | 0.3% | |
| John Hancock Multimanager Conservative Lifestyle Portfolio Mutual fund | Other securities | — | — | $120K | 0.2% | |
| American Funds 2065 Target Date Retirement Fund Mutual fund | Mutual Funds | — | — | $118K | 0.2% | |
| DFA U.S. Targeted Value Portfolio Institutional Class Mutual fund | Mutual Funds | — | — | $93K | 0.2% | |
| American Funds 2015 Target Date Retirement Fund Mutual fund | Mutual Funds | — | — | $42K | <0.1% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2010 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMG RIVER ROAD MID CAP VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / 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.
