JEAN Moloney signed Registered Agents, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Registered Agents, Inc.'s EIN is 45-4233872.
Download the official 2024 Form 5500 (PDF) for Registered Agents, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Registered Agents, Inc.'s plan includes a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | RECORDKEEPER | $992 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2055 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $2.0M | 17.5% | |
| FID FDM IDX 2060 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $1.6M | 14.2% | |
| FID 500 INDEX Mutual Fund N/A | Common Collective Trusts | — | — | $1.5M | 12.7% | |
| FID FDM IDX 2050 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $1.3M | 11.4% | |
| FID FDM IDX 2045 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $1.2M | 10.7% | |
| FID FDM IDX 2040 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $741K | 6.4% | |
| FID LG CAP GR IDX Mutual Fund N/A | Common Collective Trusts | — | — | $616K | 5.3% | |
| FID FDM IDX 2065 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $554K | 4.8% | |
| FID FDM IDX 2035 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $457K | 4.0% | |
| FID FDM IDX 2030 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $247K | 2.1% | |
| FID GLB EX US IDX Mutual Fund N/A | Common Collective Trusts | — | — | $195K | 1.7% | |
| FID US BOND IDX Mutual Fund N/A | Common Collective Trusts | — | — | $167K | 1.5% | |
| FID LG CAP VAL IDX Mutual Fund N/A | Common Collective Trusts | — | — | $134K | 1.2% | |
| FID MID CAP IDX Mutual Fund N/A | Common Collective Trusts | — | — | $126K | 1.1% | |
| FID FDM IDX 2070 IPR Mutual Fund N/A 469 * FID FDM IDX 2010 IPR Mutual Fund N/A 88 Common Stock, Mutual Funds, Self-Directed Brokerage Accounts Money Market Mutual Fund N/A | Self-Directed Brokerage | — | — | $102K | 0.9% | |
| FID EMRG MKTS IDX Mutual Fund N/A | Common Collective Trusts | — | — | $75K | 0.6% | |
| FID SM CAP IDX Mutual Fund N/A | Common Collective Trusts | — | — | $74K | 0.6% | |
| FID MID CAP GR IDX Mutual Fund N/A | Common Collective Trusts | — | — | $73K | 0.6% | |
| FID GOVT MMKT K6 Money Market Mutual Fund N/A | Mutual Funds | — | — | $69K | 0.6% | |
| FID MID CAP VAL IDX Mutual Fund N/A | Common Collective Trusts | — | — | $50K | 0.4% | |
| FID FDM IDX 2025 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $47K | 0.4% | |
| FID SM CAP GR IDX Mutual Fund N/A | Common Collective Trusts | — | — | $45K | 0.4% | |
| FID SM CAP VAL IDX Mutual Fund N/A | Common Collective Trusts | — | — | $31K | 0.3% | |
| FID REAL ESTATE IDX Mutual Fund N/A | Common Collective Trusts | — | — | $31K | 0.3% | |
| FID INFL PR BD IDX Mutual Fund N/A | Common Collective Trusts | — | — | $19K | 0.2% | |
| FID FDM IDX 2020 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $4K | <0.1% | |
| FID FDM IDX INC IPR Mutual Fund N/A | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
