Margarita Carrillo signed Readerlink Distribution Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Readerlink Distribution Services, LLC's EIN is 36-4324269.
Download the official 2024 Form 5500 (PDF) for Readerlink Distribution Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Readerlink Distribution Services, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $90K | — |
| THE VANGUARD GROUP INC | 23-1945930 | — | NONE | $88K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC DBA CR |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $102.8M | 94.7% | |
| VANGUARD RETIREMENT SAVINGS TRUST VANGUARD · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $6.5M | 6.0% |
| — |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR |
| $23K |
| — |
