S. Raintree Enterprises, Inc.'s EIN is 36-3914422.
Download the official 2024 Form 5500 (PDF) for S. Raintree Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)S. Raintree Enterprises, Inc.'s plan includes 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INVESTMENT | — | CHICAGO, IL | INVESTMENT MANAGER | $43K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 INDEX | Common Collective Trusts | — | — | $1.9M | 26.3% | |
| Fidelity US BOND INDEX | Mutual Funds | — | — | $1.4M | 19.5% | |
| value or similar party or maturity value Fixed Annuities Empower Annuity Insurance * Company of America (EAIC) EI FIXED ACCOUNT - SERIES CLASS II | Common Stocks | — | — | $1.1M | 14.8% | |
| MFS INTL DIVERSIFICATION R6 | Mutual Funds | — | — | $613K | 8.4% | |
| BlackRock LIFEPATH INDEX 2050 K | Other securities | — | — | $406K | 5.6% | |
| BlackRock LIFEPATH INDEX 2045 K | Other securities | — | — | $403K | 5.5% | |
| Fidelity SMALL CAP INDEX | Mutual Funds | — | — | $368K | 5.0% | |
| Fidelity MID CAP INDEX | Mutual Funds | — | — | $364K | 5.0% | |
| s * American Funds AMERICAN FUNDS EUROPACIFIC GR R6 796 * American Funds AMERICAN FUNDS NEW WORLD R6 | Mutual Funds | — | — | $337K | 4.6% | |
| BlackRock LIFEPATH INDEX 2055 K | Other securities | — | — | $275K | 3.8% | |
| Participant Loans * Participant Loans INTEREST RATES FROM 4.25% TO 9.25% | Bonds / Notes | — | — | $78K | 1.1% | |
| BlackRock LIFEPATH INDEX 2060 K | Other securities | — | — | $16K | 0.2% | |
| BlackRock TOTAL RETURN K | Other securities | — | — | $4K | <0.1% | |
| JPMorgan U.S. VALUE R6 | Other securities | — | — | $2K | <0.1% | |
| PIMCO INCOME INSTL | Mutual Funds | — | — | $2K | <0.1% | |
| Janus Henderson JANUS HENDERSON TRITON N 13 * JPMorgan LARGE CAP GROWTH R6 25 * JPMorgan SMALL CAP VALUE R6 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CREATIVE PLANNING HOLDCO LLC |
| — |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR |
| $19K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CHIP RETIREMENT PLANS, INC. | — | MILWAUKEE, WI | CONTRACT ADMIN | $16K | — |
