Lynnell Martin signed Returns R US' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Returns R US' EIN is 36-4083933.
Download the official 2024 Form 5500 (PDF) for Returns R US from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Returns R US' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAVANT CAPITAL MANAGEMENT, INC | 36-3859937 | — | NONE | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT, LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Dimensional Fund Advisors US Sustainability Core 1 313 Fidelity 500 Index | Common Collective Trusts | — | — | $1.3M | 19.4% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $911K | 13.3% | |
| Dimensional Fund Advisors US Large Cap Value III | Mutual Funds | — | — | $683K | 9.9% | |
| Avantis Emerging Markets Equity Fund Ins | Other securities | — | — | $468K | 6.8% | |
| Vanguard Total Intl Bd Idx Admiral | Common Collective Trusts | — | — | $428K | 6.2% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $356K | 5.2% | |
| Dimensional Fund Advisors International Value Fund III | Mutual Funds | — | — | $330K | 4.8% | |
| Vanguard Short-Term Investment-Grade Adm | Mutual Funds | — | — | $305K | 4.4% | |
| Dimensional Fund Advisors International Small Company I | Mutual Funds | — | — | $278K | 4.1% | |
| Avantis International Small Cap Value | Other securities | — | — | $275K | 4.0% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $255K | 3.7% | |
| Dimensional Fund Advisors International Sustainability Core 1 277 Dimensional Fund Advisors US Hi Relatv Profitability Instl | Mutual Funds | — | — | $234K | 3.4% | |
| Dimensional Fund Advisors Global Real Estate Securities Port | Mutual Funds | — | — | $217K | 3.2% | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm | Common Collective Trusts | — | — | $216K | 3.1% | |
| PIMCO Income Instll | Mutual Funds | — | — | $210K | 3.1% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $200K | 2.9% | |
| Vanguard Federal Money Market Investor 9 Vanguard Growth Index Admiral | Mutual Funds | — | — | $105K | 1.5% | |
| Vanguard International Growth Admiral | Mutual Funds | — | — | $20K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
