Stephanie Sanders signed RUSS Darrow Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RUSS Darrow Group, Inc.'s EIN is 39-1143175.
Download the official 2024 Form 5500 (PDF) for RUSS Darrow Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RUSS Darrow Group, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THRIVENT INVESTMENT MANAGEMENT INC. | 39-1559375 | — | OTHER SERVICES | $0 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THRIVENT INSURANCE AGENCY INC | 41-1780150 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2030 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $4.1M | 12.1% | |
| PRIN LIFETIME HYB 2050 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.0M | 8.8% | |
| PRIN LIFETIME HYB 2045 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.0M | 8.8% | |
| PRIN LIFETIME HYB 2040 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.8M | 8.3% | |
| PRIN LIFETIME HYB 2055 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.6M | 7.6% | |
| PRIN LIFETIME HYB 2025 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.5M | 7.5% | |
| PRIN LIFETIME HYB 2035 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.1M | 6.1% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.0M | 6.0% | |
| Principal Fixed Income Guaranteed Option Fully Benefit Responsive N/R | Other securities | — | — | $1.4M | 4.2% | |
| Investment Contract * Participant Loans Interest rates: 3.00% - 9.50% $0 | Bonds / Notes | — | — | $1.2M | 3.5% | |
| PRIN LIFETIME HYB 2060 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.2M | 3.4% | |
| Capital Research Washington Mutual Investor Mutual Fund N/R | Other securities | — | — | $886K | 2.6% | |
| PRIN LIFETIME HYB 2065 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $861K | 2.5% | |
| Principal Capital Appreciation Sep Acct Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $798K | 2.3% | |
| PRIN CAPITAL APPR SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $798K | 2.3% | |
| T. Rowe Price Large Cap Growth I Sep Acct Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $757K | 2.2% | |
| PRIN LARGECAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $757K | 2.2% | |
| Capital Research American Funds New Perspective Mutual Fund N/R | Mutual Funds | — | — | $527K | 1.5% | |
| PRIN LIFETIME HYB 2020 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $474K | 1.4% | |
| Putnam Large Cap Value Investor Mutual Fund N/R | Mutual Funds | — | — | $466K | 1.4% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $381K | 1.1% | |
| Principal Mid Cap S&P 400 Index Sep Acct Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $381K | 1.1% | |
| PRIN INTL EQUITY INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $379K | 1.1% | |
| Victory Core Plus Intermediate Bond Mutual Fund N/R | Other securities | — | — | $354K | 1.0% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $318K | 0.9% | |
| Lord Abbett & Co High Yield Mutual Fund N/R | Mutual Funds | — | — | $269K | 0.8% | |
| Janus Henderson Triton Mutual Fund N/R | Mutual Funds | — | — | $255K | 0.7% | |
| Capital Research American Balanced Mutual Fund N/R | Other securities | — | — | $231K | 0.7% | |
| PRIN MIDCAP GROWTH SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $206K | 0.6% | |
| PRINCIPAL SMALLCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $161K | 0.5% | |
| PRIN SMALLCAP VALUE II SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $160K | 0.5% | |
| Vaughan Nelson Small Cap Value II Sep Acct Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $160K | 0.5% | |
| PRIN REAL ESTATE SECS SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $152K | 0.4% | |
| Capital Research New World Mutual Fund N/R | Other securities | — | — | $137K | 0.4% | |
| Invesco Oppenheimer International Growth Mutual Fund N/R | Mutual Funds | — | — | $107K | 0.3% | |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $83K | 0.2% | |
| (E) | Other securities | — | $69K | $83K | 0.2% | |
| Principal Capital Mid Cap Value I Sep Acct Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $83K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $69K | 0.2% | |
| PRIN LIFETIME HYB 2015 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $44K | 0.1% | |
| Principal Lifetime Hybrid Income Common Collective Trust N/R | Common Collective Trusts | — | — | $17K | <0.1% | |
| PRIN LIFETIME HYB INC CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $17K | <0.1% |
