Seth Weener signed Resthaven's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Resthaven's EIN is 38-1387113.
Download the official 2024 Form 5500 (PDF) for Resthaven from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Resthaven's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $1.2M | 14.3% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $707K | 8.8% | |
| Empower Annuity Insurance Company of America Unallocated investment contract - EI Fixed Account - Series Class II | Common Stocks | — | — | $674K | 8.4% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $572K | 7.1% | |
| American Funds Bond Fund Of Amer R6 | Mutual Funds | — | — | $536K | 6.7% | |
| American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $512K | 6.4% | |
| Janus Henderson Enterprise N | Mutual Funds | — | — | $486K | 6.0% | |
| American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $457K | 5.7% | |
| American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $388K | 4.8% | |
| American Funds 2020 Trgt Date Retire R6 | Mutual Funds | — | — | $316K | 3.9% | |
| DFA Large Cap International I | Mutual Funds | — | — | $272K | 3.4% | |
| American Funds Europacific Gr R6 | Mutual Funds | — | — | $252K | 3.1% | |
| American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $229K | 2.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $221K | 2.7% | |
| American Funds 2065 Trgt Date Retire R6 | Mutual Funds | — | — | $195K | 2.4% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $194K | 2.4% | |
| American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $171K | 2.1% | |
| American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $141K | 1.8% | |
| Fidelity Us Bond Index | Mutual Funds | — | — | $125K | 1.6% | |
| Participants Participant notes receivable bearing interest rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $115K | 1.4% | |
| American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $108K | 1.3% | |
| American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $87K | 1.1% | |
| American Funds New World R6 | Mutual Funds | — | — | $53K | 0.7% | |
| Empower Trust Company, LLC American Funds 2015 Trgt Date Retire R6 | Mutual Funds | — | — | $43K | 0.5% | |
| American Funds 2070 Trgt Date Retire R6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
