AMIE Bullard signed The Reserves Network, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Reserves Network, Inc.'s EIN is 34-1711012.
Download the official 2024 Form 5500 (PDF) for The Reserves Network, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Reserves Network, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 34-1542819 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Guaranteed Option Guaranteed Option Contract N/A | Other securities | — | — | $3.4M | 25.0% | |
| Lord Abbett High Yield R5 Mutual Fund N/A | Mutual Funds | — | — | $1.4M | 10.3% | |
| Invesco International Bond Fund Mutual Fund N/A | Mutual Funds | — | — | $1.3M | 9.8% | |
| JP Morgan Large Cap Growth R4 Mutual Fund N/A | Other securities | — | — | $1.3M | 9.3% | |
| MFS Value Fund R3 Mutual Fund N/A | Mutual Funds | — | — | $978K | 7.2% | |
| American Funds 2045 Target Retirement Date Fund Mutual Fund N/A | Mutual Funds | — | — | $773K | 5.7% | |
| iShares S&P 500 Index A Mutual Fund N/A | Common Collective Trusts | — | — | $706K | 5.2% | |
| American Funds New Perspective R4 Mutual Fund N/A | Mutual Funds | — | — | $529K | 3.9% | |
| Delaware Emerging Markets Instl Mutual Fund N/A | Other securities | — | — | $486K | 3.6% | |
| Goldman Sachs GQG International Opportunities Fund Mutual Fund N/A | Other securities | — | — | $458K | 3.4% | |
| MFS Midcap Value R3 Mutual Fund N/A | Mutual Funds | — | — | $288K | 2.1% | |
| Delaware Small Cap Value Instl Mutual Fund N/A | Other securities | — | — | $287K | 2.1% | |
| iShares Russell Mid-Cap Index A Mutual Fund N/A | Common Collective Trusts | — | — | $284K | 2.1% | |
| Participant loans Notes receivable (interest at 4.25% - 8.50%) N/A | Bonds / Notes | — | — | $255K | 1.9% | |
| Voya Small Cap Growth Fund Mutual Fund N/A | Other securities | — | — | $210K | 1.5% | |
| American Funds 2035 Target Retirement Date Fund Mutual Fund N/A | Mutual Funds | — | — | $133K | 1.0% | |
| American Funds 2055 Target Retirement Date Fund Mutual Fund N/A | Mutual Funds | — | — | $127K | 0.9% | |
| American Funds 2050 Target Retirement Date Fund Mutual Fund N/A | Mutual Funds | — | — | $124K | 0.9% | |
| American Funds 2060 Target Retirement Date Fund Mutual Fund N/A | Mutual Funds | — | — | $121K | 0.9% | |
| Virtus Investment Advisers - Mid-Cap Core R6 Mutual Fund N/A | Other securities | — | — | $118K | 0.9% | |
| American Funds 2030 Target Retirement Date Fund Mutual Fund N/A | Mutual Funds | — | — | $31K | 0.2% | |
| American Funds 2040 Target Retirement Date Fund Mutual Fund N/A | Mutual Funds | — | — | $9K | <0.1% | |
| American Funds 2065 Target Retirement Date Fund Mutual Fund N/A | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
