Phillip Wilson signed RJL Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RJL Inc.'s EIN is 36-4122672.
Download the official 2022 Form 5500 (PDF) for RJL Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)RJL 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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TA SMRTCRSE 2040 W JPMORGAN RETOPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 487 | Pooled Separate Account | — | — | $68K | 15.0% | |
| TA SMRTCRSE 2060 W JPMORGAN RETOPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 745 | Pooled Separate Account | — | — | $60K | 13.2% | |
| TA SMRTCRSE 2045 W JPMORGAN RETOPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 488 | Pooled Separate Account | — | — | $58K | 12.7% | |
| TA SMRTCRSE 2035 W JPMORGAN RETOPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 486 | Pooled Separate Account | — | — | $29K | 6.5% | |
| TA SMRTCRSE 2050 W JPMORGAN RETOPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 489 | Pooled Separate Account | — | — | $20K | 4.4% | |
| JANUS HENDERSON BALANCED INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 394 | Pooled Separate Account | — | — | $19K | 4.1% | |
| MORGAN STANLEY GR OPPORT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 167 | Pooled Separate Account | — | — | $15K | 3.2% | |
| JPMORGAN GOVT SECURITIES RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 158 | Pooled Separate Account | — | — | $14K | 3.0% | |
| COLUMBIA INTERM BOND INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 398 | Pooled Separate Account | — | — | $14K | 3.0% | |
| TA SMATCRSE 2055 W JPMORGAN RETOPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 490 | Pooled Separate Account | — | — | $13K | 2.8% | |
| MORGAN STANLEY GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 166 | Pooled Separate Account | — | — | $12K | 2.7% | |
| ARTISAN SMALL CAP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 151 | Pooled Separate Account | — | — | $12K | 2.7% | |
| TA SMRTCRSE 2030 W JPMORGAN RETOPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 485 | Pooled Separate Account | — | — | $11K | 2.4% | |
| American Funds Washington Mutual Investors | Mutual Funds | — | — | $10K | 2.2% | |
| AM FDS WASH MUTUAL INV RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 235 | Pooled Separate Account | — | — | $10K | 2.2% | |
| INVESCO GLOBAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 216 | Pooled Separate Account | — | — | $10K | 2.1% | |
| FIDELITY VIP II CONTRAFUND INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 192 | Pooled Separate Account | — | — | $9K | 1.9% | |
| STATE STREET S&P 500 INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 102 | Pooled Separate Account | — | — | $9K | 1.9% | |
| TA SMRTCRSE 2025 W JPMORGAN RETOPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 484 | Pooled Separate Account | — | — | $8K | 1.8% | |
| BNY MELLON INTL CORE EQUITY INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 446 | Pooled Separate Account | — | — | $7K | 1.5% | |
| NEUBERGER BERMAN GENESIS INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 180 | Pooled Separate Account | — | — | $7K | 1.4% | |
| AEGON CASH MANAGEMENT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 105 | Pooled Separate Account | — | — | $6K | 1.4% | |
| AEGON BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 100 | Pooled Separate Account | — | — | $5K | 1.1% | |
| FIDELITY ADVISOR SMALL CAP INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 445 | Pooled Separate Account | — | — | $5K | 1.0% | |
| FIDELITY ADVISOR EQUITY INC INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 185 | Pooled Separate Account | — | — | $4K | 0.8% | |
| TRANSAMERICA HIGH YLD BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 103 | Pooled Separate Account | — | — | $4K | 0.8% | |
| TRANSAMERICA LARGE CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 605 | Pooled Separate Account | — | — | $4K | 0.8% | |
| WMC DISCIPLINED US GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 101 | Pooled Separate Account | — | — | $3K | 0.6% | |
| AM FDS NEW PERSPECTIVE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $2K | 0.5% | |
| TA PARTNERS HIGH YIELD BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 434 | Pooled Separate Account | — | — | $2K | 0.5% | |
| Transamerica Partners International Equity | Other securities | — | — | $2K | 0.4% | |
| TA PART INTL EQUITY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 389 | Pooled Separate Account | — | — | $2K | 0.4% | |
| NEUBERGER BERMAN FOCUS INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 396 | Pooled Separate Account | — | — | $2K | 0.4% | |
| American Funds Growth Fund of America | Mutual Funds | — | — | $1K | 0.3% | |
| AM FDS GR FUND OF AM RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 250 | Pooled Separate Account | — | — | $1K | 0.3% | |
| AEGON BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 119 | Pooled Separate Account | — | — | $1K | 0.3% | |
| T. ROWE PRICE MID-CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 437 | Pooled Separate Account | — | — | $1K | 0.3% | |
| JANUS HENDERSON RESEARCH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 148 | Pooled Separate Account | — | — | $609 | 0.1% | |
| TA SMRTCRSE RET W JPMORGAN RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 480 | Pooled Separate Account | — | — | $397 | <0.1% | |
| TA VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $40 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
