Michele Folkema signed R3 Continuum, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
R3 Continuum, LLC's EIN is 46-4003573.
Download the official 2024 Form 5500 (PDF) for R3 Continuum, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)R3 Continuum, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company | Common Stocks | — | — | $933K | 13.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $933K | 13.4% | |
| Principal Life Insurance Company | Common Stocks | — | — | $885K | 12.7% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $885K | 12.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $762K | 11.0% | |
| Principal Life Insurance Company | Common Stocks | — | — | $762K | 11.0% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $647K | 9.3% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $647K | 9.3% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $631K | 9.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $631K | 9.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $504K | 7.3% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $504K | 7.3% | |
| PIMCO Funds | Mutual Funds | — | — | $445K | 6.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $445K | 6.4% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | — | $346K | 5.0% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $258K | 3.7% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $258K | 3.7% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $193K | 2.8% | |
| Principal Life Insurance Company | Common Stocks | — | — | $193K | 2.8% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $193K | 2.8% | |
| Participant Loans | Participant loans | — | — | $145K | 2.1% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $140K | 2.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $140K | 2.0% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $112K | 1.6% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $112K | 1.6% | |
| SMALL CAP VALUE II R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $109K | 1.6% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | — | $109K | 1.6% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $108K | 1.6% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $108K | 1.6% | |
| CORE PLUS BOND FUND II CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $98K | 1.4% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | — | $98K | 1.4% | |
| JP Morgan Funds | Other securities | — | — | $79K | 1.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $61K | 0.9% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $61K | 0.9% | |
| SEI TRUST COMPANY | Common Stocks | — | — | $51K | 0.7% | |
| JP Morgan Funds | Other securities | — | — | $43K | 0.6% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $43K | 0.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $33K | 0.5% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $33K | 0.5% | |
| Fidelity Investments | Mutual Funds | — | — | $26K | 0.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $24K | 0.3% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $24K | 0.3% | |
| BlackRock | Other securities | — | — | $21K | 0.3% | |
| Fidelity Investments | Mutual Funds | — | — | $19K | 0.3% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | — | $16K | 0.2% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $16K | 0.2% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $15K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $15K | 0.2% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $10K | 0.1% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
