Anna Specht signed R.L. Young, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
R.L. Young, LLC's EIN is 46-1989547.
Download the official 2024 Form 5500 (PDF) for R.L. Young, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)R.L. Young, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 84-4519624 | — | CONSULTANT | $35K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Funds | Common Collective Trusts | — | — | $3.5M | 13.2% | |
| FID FDM IDX 2050 INV Mutual Funds | Common Collective Trusts | — | — | $3.1M | 11.9% | |
| FID FDM IDX 2045 INV Mutual Funds | Common Collective Trusts | — | — | $3.0M | 11.3% | |
| FID LG CAP GR IDX Mutual Funds | Common Collective Trusts | — | — | $2.6M | 10.0% | |
| FID FDM IDX 2040 INV Mutual Funds | Common Collective Trusts | — | — | $2.4M | 9.3% | |
| FID FDM IDX 2030 INV Mutual Funds | Common Collective Trusts | — | — | $2.4M | 9.1% | |
| FID FDM IDX 2035 INV Mutual Funds | Common Collective Trusts | — | — | $2.3M | 8.8% | |
| FID FDM IDX 2055 INV Mutual Funds | Common Collective Trusts | — | — | $944K | 3.6% | |
| FID FDM IDX 2060 INV Mutual Funds | Common Collective Trusts | — | — | $687K | 2.6% | |
| FID FDM IDX 2025 INV Mutual Funds | Common Collective Trusts | — | — | $561K | 2.1% | |
| FID US BOND IDX Mutual Funds | Common Collective Trusts | — | — | $533K | 2.0% | |
| FID TOTAL MKT IDX Mutual Funds | Common Collective Trusts | — | — | $518K | 2.0% | |
| FID GLB EX US IDX Mutual Funds | Common Collective Trusts | — | — | $518K | 2.0% | |
| FID GOVT MMKT K6 Mutual Funds | Mutual Funds | — | — | $431K | 1.6% | |
| FID FDM IDX 2065 INV Mutual Funds | Common Collective Trusts | — | — | $422K | 1.6% | |
| FID LG CAP VAL IDX Mutual Funds | Common Collective Trusts | — | — | $403K | 1.5% | |
| Participant loans 4.25% - 9.50% | Bonds / Notes | — | — | $332K | 1.3% | |
| FID MID CAP IDX Mutual Funds | Common Collective Trusts | — | — | $282K | 1.1% | |
| FID MID CAP GR IDX Mutual Funds | Common Collective Trusts | — | — | $238K | 0.9% | |
| FID EMRG MKTS IDX Mutual Funds | Common Collective Trusts | — | — | $215K | 0.8% | |
| FID MID CAP VAL IDX Mutual Funds | Common Collective Trusts | — | — | $200K | 0.8% | |
| FID SM CAP IDX Mutual Funds | Common Collective Trusts | — | — | $193K | 0.7% | |
| FID SM CAP VAL IDX Mutual Funds | Common Collective Trusts | — | — | $122K | 0.5% | |
| FID FDM IDX 2020 INV Mutual Funds | Common Collective Trusts | — | — | $87K | 0.3% | |
| FID FDM IDX 2015 INV Mutual Funds | Common Collective Trusts | — | — | $69K | 0.3% | |
| FID SM CAP GR IDX Mutual Funds | Common Collective Trusts | — | — | $67K | 0.3% | |
| FID REAL ESTATE IDX Mutual Funds | Common Collective Trusts | — | — | $55K | 0.2% | |
| FID INFL PR BD IDX Mutual Funds | Common Collective Trusts | — | — | $27K | 0.1% | |
| FID FDM IDX INC INV Mutual Funds 566 * FID FDM IDX 2010 INV Mutual Funds | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $12K |
| — |
