Retiring by Design's EIN is 45-4190056.
Download the official 2024 Form 5500 (PDF) for Retiring by Design from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Retiring by Design'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 |
|---|---|---|---|---|---|
| MINNESOTA LIFE INSURANCE COMPANY | 41-0417830 | — | NONE | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SECURIAN AM S&P 500 INDEX MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 011 | Pooled Separate Account | — | — | $1.0M | 44.2% | |
| VANGUARD TOT BOND MKT IDX ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 154 | Pooled Separate Account | — | — | $321K | 13.6% | |
| Guaranteed Return Account Insurance Company General Account group contract * MN Life Insurance Co. | Common Stocks | — | — | $315K | 13.3% | |
| TIAA-CREF INTL EQ IDX INSTL MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 788 | Pooled Separate Account | — | — | $303K | 12.9% | |
| VGD EXTENDED MKT IDX ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 112 | Pooled Separate Account | — | — | $295K | 12.5% | |
| MFS GROWTH R3 MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 361 | Pooled Separate Account | — | — | $23K | 1.0% | |
| DFA INFL-PROTECTED SEC PORT, I MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 221 | Pooled Separate Account | — | — | $19K | 0.8% | |
| INVCO OPPHMR INTL GR R5 MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 277 | Pooled Separate Account | — | — | $15K | 0.6% | |
| INVESCO DIVERSIFIED DIVIDND R5 MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 283 | Pooled Separate Account | — | — | $9K | 0.4% | |
| JANUS HENDERSON TRITON N MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 223 | Pooled Separate Account | — | — | $7K | 0.3% | |
| SECURIAN AM CORE BOND MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 240 | Pooled Separate Account | — | — | $4K | 0.2% | |
| DFA INTERNATIONAL VALUE PORT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 110 | Pooled Separate Account | — | — | $4K | 0.1% | |
| DFA U.S. TARGETED VALUE PORT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 127 | Pooled Separate Account | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
