Rehmann LLC's EIN is 38-3567911.
Download the official 2024 Form 5500 (PDF) for Rehmann LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rehmann 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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | INV PLATFORM RECORDKEEPE | $121K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEX FOCUS MOD 2055 FUND R1 GREAT GRAY TRUST · EIN 38-4126279 / PN 583 | Common Collective Trust | — | — | $50.7M | 23.4% | |
| FLEX FOCUS MOD 2035 FUND R1 GREAT GRAY TRUST · EIN 38-4126277 / PN 581 | Common Collective Trust | — | — | $28.7M | 13.2% | |
| FLEX FOCUS MOD 2045 FUND R1 GREAT GRAY TRUST · EIN 38-4126278 / PN 582 | Common Collective Trust | — | — | $23.8M | 11.0% | |
| Great Gray Trust Flxfocs Mod Rtrmt R1 | Other securities | — | — | $11.8M | 5.4% | |
| FLEX FOCUS MOD RETIREMENT FUND R1 GREAT GRAY TRUST · EIN 38-4126275 / PN 579 | Common Collective Trust | — | — | $11.8M | 5.4% | |
| Fully benefit-responsive investment contract with insurance company * Nationwide Life Insurance Company Fixed Contract, 2.35% | Bonds / Notes | — | — | $9.5M | 4.4% | |
| Hartford Mutual Funds Hrtfrd Cor Eq R6 | Other securities | — | — | $7.2M | 3.3% | |
| Vanguard Vngrd 500 Index Fd As + | Common Collective Trusts | — | — | $5.5M | 2.5% | |
| HB&T METLIFE STABLE VALUE FUND HAND BENEFITS & TRUST CO. · EIN 74-2008758 / PN 044 | Common Collective Trust | — | — | $2.9M | 1.3% | |
| American Funds Amfds New Prspct R6 | Mutual Funds | — | — | $2.7M | 1.2% | |
| Federated Hermes Fed Hrms Gov Oblgtns Prmr | Other securities | — | — | $2.6M | 1.2% | |
| Great Gray Trust Flxfocs Aggr 2045 R1 | Other securities | — | — | $2.5M | 1.2% | |
| FLEX FOCUS AGG 2045 FUND R1 GREAT GRAY TRUST · EIN 38-4126273 / PN 577 | Common Collective Trust | — | — | $2.5M | 1.2% | |
| American Funds Amfds Gr Fd Am R5 + | Mutual Funds | — | — | $2.1M | 1.0% | |
| Fidelity Mgt & Research Co Fid Smcap Indx | Mutual Funds | — | — | $2.1M | 1.0% | |
| CORE BOND FUND GREAT GRAY TRUST · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $1.8M | 0.8% | |
| American Funds Amfds Am Bal R6 | Mutual Funds | — | — | $1.7M | 0.8% | |
| Great Gray Trust Flxfocs Aggr 2035 R1 | Other securities | — | — | $1.6M | 0.7% | |
| FLEX FOCUS AGG 2035 FUND R1 GREAT GRAY TRUST · EIN 38-4126272 / PN 576 | Common Collective Trust | — | — | $1.6M | 0.7% | |
| LARGE CAP GROWTH FUND III R1 GREAT GRAY TRUST · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.7% | |
| Vanguard Vngrd Gr Indx Adml + | Mutual Funds | — | — | $1.6M | 0.7% | |
| Great Gray Trust Flxfocs Aggr 2055 R1 | Other securities | — | — | $1.6M | 0.7% | |
| FLEX FOCUS AGG 2055 FUND R1 GREAT GRAY TRUST · EIN 38-4126274 / PN 578 | Common Collective Trust | — | — | $1.6M | 0.7% | |
| Nationwide Fund Advisors Nw Gov Mny Mkt R6 + | Other securities | — | — | $1.6M | 0.7% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 10.50% | Bonds / Notes | — | — | $1.5M | 0.7% | |
| Dimensional Fund Advisors Dfa Emrg Mkts Core Eq 2 Portfolio - Inst | Mutual Funds | — | — | $1.5M | 0.7% | |
| American Century Amcent Smcap Val A 538 American Funds Amfds Am Bal R5 + | Mutual Funds | — | — | $1.5M | 0.7% | |
| Mass Financial Services Mfs Mdcap Gr R6 | Mutual Funds | — | — | $1.5M | 0.7% | |
| Dimensional Fund Advisors Dfa Us Cor Eq I + | Mutual Funds | — | — | $1.4M | 0.6% | |
| LARGE CAP VALUE FUND II R1 GREAT GRAY TRUST · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $1.4M | 0.6% | |
| Nationwide Fund Advisors Nw S P 500 Indx R6 + 195 * Nationwide Fund Advisors Nw S P 500 Indx Svc + | Other securities | — | — | $1.3M | 0.6% | |
| T. Rowe Price Trowepr Spctrmmodgralloc + | Other securities | — | — | $1.3M | 0.6% | |
| Great Gray Trust Flxfocs Aggr Rtrmt R1 | Other securities | — | — | $1.3M | 0.6% | |
| FLEX FOCUS AGG RETIREMENT FUND GREAT GRAY TRUST · EIN 38-4126270 / PN 574 | Common Collective Trust | — | — | $1.3M | 0.6% | |
| Vanguard Vngrd Mid-Cap Idx Fd As | Common Collective Trusts | — | — | $1.1M | 0.5% | |
| Vanguard Vngrd Mdcap Val Indx Adml | Mutual Funds | — | — | $1.0M | 0.5% | |
| Great Gray Trust Flxfocs Cnsrv Rtrmt R1 | Other securities | — | — | $974K | 0.4% | |
| FLEX FOCUS CONS RETIREMENT FUND GREAT GRAY TRUST · EIN 38-4126280 / PN 584 | Common Collective Trust | — | — | $974K | 0.4% | |
| Dimensional Fund Advisors Dfa Intl Sustnbl Cor 1 | Mutual Funds | — | — | $919K | 0.4% | |
| American Funds Amfds Gr Fd Am R6 + | Mutual Funds | — | — | $836K | 0.4% | |
| Nationwide Fund Advisors Nationwide Geneva Small Cap Growth Fund - R6 Class | Other securities | — | — | $808K | 0.4% | |
| Vanguard Vngrd Wndsr Adml + | Mutual Funds | — | — | $762K | 0.4% | |
| Great Gray Trust Flxfocs Cnsrv 2035 R1 | Other securities | — | — | $742K | 0.3% | |
| FLEX FOCUS CONS 2035 FUND R1 GREAT GRAY TRUST · EIN 38-4126270 / PN 574 | Common Collective Trust | — | — | $742K | 0.3% | |
| Nationwide Fund Advisors Nw Gov Mny Mkt Inv | Other securities | — | — | $736K | 0.3% | |
| Vanguard Vngrd Ttl Stmkt Indx Fd As + | Mutual Funds | — | — | $676K | 0.3% | |
| FLEX FOCUS MOD 2065 FUND R1 GREAT GRAY TRUST · EIN 38-7275335 / PN 001 | Common Collective Trust | — | — | $641K | 0.3% | |
| Nationwide Fund Advisors Nw Inv Dest Mod R6 | Other securities | — | — | $640K | 0.3% | |
| Morgan Stanley Institutional Fund Msif Inst Gr I + | Other securities | — | — | $617K | 0.3% | |
| American Funds Amfds Gr R6 + 289 American Funds Amfds Invmt Co Am R5 + | Mutual Funds | — | — | $585K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
