Courtney Maxwell signed The Rasmussen Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Rasmussen Group, Inc.'s EIN is 42-1022912.
Download the official 2024 Form 5500 (PDF) for The Rasmussen Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Rasmussen Group, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $107K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHOREO, LLC | 41-1944416 | — | INVESTMENT ADVISORY | $42K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Tgt Rmt 2030 Inv. Fund | Mutual Funds | — | — | $5.2M | 11.1% | |
| Vanguard Group Vanguard Tgt Rmt 2025 Inv Fund | Mutual Funds | — | — | $5.0M | 10.8% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $4.7M | 10.1% | |
| SEI Trust Company Prin/BR S&P 500 Index CIT N | Common Collective Trusts | — | — | $4.5M | 9.6% | |
| Vanguard Group Vanguard Tgt Rmt 2045 Inv. Fund | Mutual Funds | — | — | $4.1M | 8.7% | |
| Vanguard Group Vanguard Tgt Rmt 2040 Inv. Fund | Mutual Funds | — | — | $4.1M | 8.7% | |
| Fidelity Investments FID LC GR Index Fund | Common Collective Trusts | — | — | $2.9M | 6.1% | |
| Vanguard Group Vanguard Tgt Rmt 2035 Inv. Fund | Mutual Funds | — | — | $2.5M | 5.5% | |
| Vanguard Group Vanguard Mid Cap Index ADM Fd | Mutual Funds | — | — | $2.2M | 4.7% | |
| Vanguard Group Vanguard Tgt Rmt 2050 Inv. Fund | Mutual Funds | — | — | $2.0M | 4.3% | |
| Vanguard Group Vanguard Tgt Rmt 2020 Inv Fund | Mutual Funds | — | — | $1.7M | 3.7% | |
| Vanguard Group Vanguard Tgt Rmt 2055 Inv. Fund | Mutual Funds | — | — | $1.6M | 3.5% | |
| Fidelity Investments FID LC Val Index Fund | Common Collective Trusts | — | — | $1.1M | 2.4% | |
| PIMCO Funds PIMCO Real Return INSTL Fund | Mutual Funds | — | — | $951K | 2.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $951K | 2.0% | |
| Fidelity Investments FID Small Cap VAL Index Fund | Common Collective Trusts | — | — | $786K | 1.7% | |
| The American Funds Am Fds EuroPacific Grth R6 Fd | Mutual Funds | — | — | $776K | 1.7% | |
| Vanguard Group Vanguard Tgt Rmt Inv Fund | Mutual Funds | — | — | $756K | 1.6% | |
| Vanguard Group Vanguard Tgt Rmt 2060 Inv. Fund | Mutual Funds | — | — | $713K | 1.5% | |
| Fidelity Investments FID Small Cap GR Index Fund | Common Collective Trusts | — | — | $642K | 1.4% | |
| Vanguard Group Vanguard Total Intl Stk Idx Adm Fd | Common Collective Trusts | — | — | $602K | 1.3% | |
| Vanguard Group Vanguard Sm CAP Index Adm Fund | Mutual Funds | — | — | $584K | 1.3% | |
| Dodge and Cox Funds Dodge & Cox Intl Stock I Fund | Mutual Funds | — | — | $323K | 0.7% | |
| Vanguard Group Vanguard Tgt Rmt 2065 Inv Fund | Mutual Funds | — | — | $297K | 0.6% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $246K | 0.5% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $238K | 0.5% | |
| SEI Trust Company Prin/BR S&P 500 Index CIT TR | Common Collective Trusts | — | — | $214K | 0.5% | |
| Principal Global Investors Trust Co. Principal Stable Value Z Fund | Stable Value | — | — | $212K | 0.5% | |
| SHORT-TERM INV FUND A TR SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $121K | 0.3% | |
| PRIN/BR S&P MID INDEX CIT TR SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $109K | 0.2% | |
| PRIN/BR LG CAP VALUE CIT TR SEI TRUST COMPANY · EIN 52-2265227 / PN 001 | Common Collective Trust | — | — | $92K | 0.2% | |
| PRIN/BR LG CAP GROWTH CIT TR SEI TRUST COMPANY · EIN 52-2265232 / PN 001 | Common Collective Trust | — | — | $81K | 0.2% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $77K | 0.2% | |
| (E) | Other securities | — | — | $67K | 0.1% | |
| Vanguard Group Vanguard Tgt Rmt 2070 Inv Fund | Mutual Funds | — | — | $67K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
