JON Garrison signed Registered Agents, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Registered Agents, Inc.'s EIN is 45-4238872.
Download the official 2023 Form 5500 (PDF) for Registered Agents, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Registered Agents, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fid Fdm Idx 2055 IPR Mutual Fund | Common Collective Trusts | — | — | $1.2M | 19.6% | |
| Fid Fdm Idx 2060 IPR Mutual Fund | Common Collective Trusts | — | — | $933K | 14.9% | |
| Fid Fdm Idx 2050 IPR Mutual Fund | Common Collective Trusts | — | — | $912K | 14.6% | |
| Fid Fdm Idx 2045 IPR Mutual Fund | Common Collective Trusts | — | — | $635K | 10.2% | |
| Fid 500 Idx Mutual Fund | Common Collective Trusts | — | — | $479K | 7.7% | |
| Fid Fdm Idx 2040 IPR Mutual Fund | Common Collective Trusts | — | — | $469K | 7.5% | |
| Fid Fdm Idx 2035 IPR Mutual Fund | Common Collective Trusts | — | — | $272K | 4.4% | |
| Fid Fdm Idx 2065 IPR Mutual Fund | Common Collective Trusts | — | — | $265K | 4.2% | |
| Fid Lg Cap Gr Idx Mutual Fund | Common Collective Trusts | — | — | $191K | 3.1% | |
| Fid Fdm Idx 2030 IPR Mutual Fund | Common Collective Trusts | — | — | $139K | 2.2% | |
| Fid Us Bond Idx Mutual Fund | Common Collective Trusts | — | — | $82K | 1.3% | |
| Fid Glb Ex Us Idx Mutual Fund | Common Collective Trusts | — | — | $81K | 1.3% | |
| Fid Govt Mmkt K6 Money Market Mutual Fund | Mutual Funds | — | — | $76K | 1.2% | |
| , Mutual Funds, Government Bonds, Self-Directed Brokerage Accounts Money Market Mutual Fund | Common Stocks | — | — | $70K | 1.1% | |
| Fid Fdm Idx 2025 IPR Mutual Fund | Common Collective Trusts | — | — | $65K | 1.0% | |
| Fid Mid Cap Idx Mutual Fund | Common Collective Trusts | — | — | $65K | 1.0% | |
| Fid Lg Cap Val Idx Mutual Fund | Common Collective Trusts | — | — | $59K | 0.9% | |
| Fid Sm Cap Idx Mutual Fund | Common Collective Trusts | — | — | $49K | 0.8% | |
| Fid Mid Cap Gr Idx Mutual Fund | Common Collective Trusts | — | — | $35K | 0.6% | |
| Fid Emrg Mkts Idx Mutual Fund | Common Collective Trusts | — | — | $32K | 0.5% | |
| Fid Infl Pr Bd Idx Mutual Fund | Common Collective Trusts | — | — | $30K | 0.5% | |
| Fid Mid Cap Val Idx Mutual Fund | Common Collective Trusts | — | — | $22K | 0.3% | |
| Fid Sm Cap Gr Idx Mutual Fund | Common Collective Trusts | — | — | $18K | 0.3% | |
| Fid Fdm Idx 2020 IPR Mutual Fund | Common Collective Trusts | — | — | $18K | 0.3% | |
| Fid Real Estate Idx Mutual Fund | Common Collective Trusts | — | — | $14K | 0.2% | |
| Fid Sm Cap Val Idx Mutual Fund | Common Collective Trusts | — | — | $9K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
