ELI Orfanos signed The RDI Group General Partnership's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The RDI Group General Partnership's EIN is 36-4344424.
Download the official 2023 Form 5500 (PDF) for The RDI Group General Partnership from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The RDI Group General Partnership's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $47K | — |
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 | — | — | $20.2M | 89.8% | |
| [Assets held in common collective trust] | Other | — | — | $2.1M | 9.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.1M | 9.5% | |
| [Assets held in participant loans] | Other | — | — | $150K | 0.7% |
