Anthony M Ward ESQ. signed RMS Lifeline Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RMS Lifeline Inc.'s EIN is 36-4258607.
Download the official 2024 Form 5500 (PDF) for RMS Lifeline Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RMS Lifeline Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CFM ADVISORS INC | 11-3237905 | HAUPPAUGE, NY | ADVISOR | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Mutual Funds | — | — | $10.2M | 46.8% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.4M | 6.2% | |
| Nuveen Large Cap Growth Index Fund R6 Class | Common Collective Trusts | — | — | $1.2M | 5.3% | |
| Vanguard Strategic Equity Fund Investor Shares | Mutual Funds | — | — | $933K | 4.3% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $767K | 3.5% | |
| DFA US Vector Equity Portfolio Institutional Class | Mutual Funds | — | — | $641K | 2.9% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $486K | 2.2% | |
| METLIFE GAC SERIES 25053 0 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $468K | 2.1% | |
| Fidelity Multi-Asset Index | Mutual Funds | — | — | $451K | 2.1% | |
| American Funds American Funds New World Fund R6 | Mutual Funds | — | — | $380K | 1.7% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $328K | 1.5% | |
| Dimensional 2050 Target Date Retirement Income Fund Instl | Mutual Funds | — | — | $306K | 1.4% | |
| Dimensional 2030 Target Date Retirement Income Fund Instl | Mutual Funds | — | — | $304K | 1.4% | |
| Dimensional 2045 Target Date Retirement Income Fund Instl | Mutual Funds | — | — | $285K | 1.3% | |
| Dimensional 2040 Target Date Retirement Income Fund Instl | Mutual Funds | — | — | $256K | 1.2% | |
| Empower Real Estate Index Fund Institutional class | Common Collective Trusts | — | — | $248K | 1.1% | |
| Dimensional 2055 Target Date Retirement Income Fund Instl | Mutual Funds | — | — | $242K | 1.1% | |
| Dimensional 2035 Target Date Retirement Income Fund Instl | Mutual Funds | — | — | $234K | 1.1% | |
| DFA U.S. Small Cap Portfolio Institutional Class | Mutual Funds | — | — | $227K | 1.0% | |
| Dimensional 2015 Target Date Retirement Income Fund Instl ** 1 Dimensional 2020 Target Date Retirement Income Fund Instl | Mutual Funds | — | — | $209K | 1.0% | |
| Baird Asset Management Baird Core Plus Bond Inst | Other securities | — | — | $186K | 0.9% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $171K | 0.8% | |
| Dimensional 2025 Target Date Retirement Income Fund Instl | Mutual Funds | — | — | $168K | 0.8% | |
| Vanguard Inflation-Protected Secs Adm | Mutual Funds | — | — | $155K | 0.7% | |
| Vanguard GNMA Adm | Agency / Mortgage-Backed | — | — | $155K | 0.7% | |
| PGIM Jennison Mid-Cap Growth Fund - Class R6 | Other securities | — | — | $147K | 0.7% | |
| Dimensional 2060 Target Date Retirement Income Fund Instl | Mutual Funds | — | — | $136K | 0.6% | |
| DFA International Large Cap Growth Portfolio | Mutual Funds | — | — | $120K | 0.6% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $119K | 0.5% | |
| Lord Abbett Lord Abbett Bond Deventure R6 | U.S. Treasuries | — | — | $108K | 0.5% | |
| Charles Schwab Fdmtl Intl Lg Co Idx | Common Collective Trusts | — | — | $89K | 0.4% | |
| Nuveen High Yield Fund R6 Class | Mutual Funds | — | — | $84K | 0.4% | |
| Dimensional 2065 Target Date Retirement Income Fund Instl | Mutual Funds | — | — | $74K | 0.3% | |
| Nuveen Lifestyle Aggressive Growth Fund R6 Class | Mutual Funds | — | — | $60K | 0.3% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $51K | 0.2% | |
| Vanguard Wellesley Income Admiral | Mutual Funds | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA FIDUCIARY SERVICES, INC. | 47-1637791 | HAUPPAUGE, NY | CONTRACT ADMINISTRATOR | $7K | — |
