Matthew Reynell signed Glenn Rieder, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Glenn Rieder, LLC's EIN is 39-1048479.
Download the official 2024 Form 5500 (PDF) for Glenn Rieder, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Glenn Rieder, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPECTRUM INVESTMENT ADVISORS, INC. | — | MEQUON, WI | NONE | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $37K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Funds 500 Index Fund | Common Collective Trusts | — | — | $1.8M | 9.0% | |
| investments American Funds American Balanced Fund | Mutual Funds | — | — | $1.5M | 7.7% | |
| Vanguard Funds Target Retirement 2035 Fund | Mutual Funds | — | — | $1.5M | 7.7% | |
| Fidelity Funds Large Cap Growth Index Fund | Common Collective Trusts | — | — | $1.5M | 7.5% | |
| Vanguard Funds Target Retirement 2030 Fund | Mutual Funds | — | — | $1.2M | 6.3% | |
| CMFG Life Insurance Company Stable Value Account | Stable Value | — | — | $965K | 4.9% | |
| Vanguard Funds Mid Cap Index Fund | Common Collective Trusts | — | — | $825K | 4.2% | |
| Vanguard Funds Target Retirement 2040 Fund | Mutual Funds | — | — | $819K | 4.2% | |
| Dodge & Cox Funds Income Fund | Mutual Funds | — | — | $811K | 4.2% | |
| Vanguard Funds Wellesley Income Fund | Mutual Funds | — | — | $786K | 4.0% | |
| Vanguard Funds Target Retirement 2025 Fund | Mutual Funds | — | — | $740K | 3.8% | |
| Vanguard Funds Equity Income Fund | Mutual Funds | — | — | $686K | 3.5% | |
| Vanguard Funds Target Retirement 2045 Fund | Mutual Funds | — | — | $681K | 3.5% | |
| Vanguard Funds Small Cap Index Fund | Common Collective Trusts | — | — | $656K | 3.4% | |
| Vanguard Funds Target Retirement 2055 Fund | Mutual Funds | — | — | $598K | 3.1% | |
| MSF Funds International Diversification Fund | Other securities | — | — | $527K | 2.7% | |
| Vanguard Funds Developing Markets Index Fund | Common Collective Trusts | — | — | $513K | 2.6% | |
| Invesco Oppenheimer Funds International Small Mid Company Fund | Mutual Funds | — | — | $467K | 2.4% | |
| Vanguard Funds Target Retirement 2050 Fund | Mutual Funds | — | — | $447K | 2.3% | |
| American Century Funds Mid Cap Value Fund | Other securities | — | — | $371K | 1.9% | |
| J.P. Morgan Funds Global Bond Opportunities Fund | Other securities | — | — | $348K | 1.8% | |
| Vanguard Funds Materials Index Fund | Common Collective Trusts | — | — | $305K | 1.6% | |
| Participants Notes receivable from participants - various repayment schedules through November 2029 with interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $303K | 1.6% | |
| Vanguard Funds Target Retirement 2060 Fund | Mutual Funds | — | — | $290K | 1.5% | |
| Vanguard Funds Target Retirement 2020 Fund | Mutual Funds | — | — | $278K | 1.4% | |
| Vanguard Funds Real Estate Index Fund | Common Collective Trusts | — | — | $269K | 1.4% | |
| Vanguard Funds Explorer Fund | Mutual Funds | — | — | $229K | 1.2% | |
| Vanguard Funds Inflation Protected Securities Fund | Mutual Funds | — | — | $167K | 0.9% | |
| Vanguard Funds Target Retirement Income Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
