Leslie Amoroso signed Link-in Benefits, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Link-in Benefits, LLC's EIN is 47-4634098.
Download the official 2024 Form 5500 (PDF) for Link-in Benefits, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Link-in Benefits, 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | CONTRACT ADMINISTRATOR | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS INC | 06-1504963 | — | THIRD PARTY ADMIN | $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 | |||||
|---|---|---|---|---|---|---|
| RELIANCE ADVISORY TRUST PORTFOLIOS RELIANCE TRUST COMPANY · EIN 46-6634600 / PN 001 | Common Collective Trust | — | — | $6.2M | 97.2% | |
| Vanguard Target Retire 2040 | Mutual Funds | — | — | $1.4M | 21.2% | |
| Vanguard Target Retire 2025 | Mutual Funds | — | — | $819K | 12.8% | |
| Vanguard Target Retire 2035 | Mutual Funds | — | — | $745K | 11.6% | |
| Vanguard Target Retire 2030 | Mutual Funds | — | — | $692K | 10.8% | |
| Vanguard Target Retire 2055 | Mutual Funds | — | — | $536K | 8.3% | |
| Vanguard Target Retire 2050 | Mutual Funds | — | — | $394K | 6.1% | |
| Vanguard Target Retire 2045 | Mutual Funds | — | — | $324K | 5.1% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $215K | 3.4% | |
| Loans to participants, interest rates ranging from * Notes receivable from participants - 3.25% - 8.50%, various maturities. | Bonds / Notes | — | — | $177K | 2.8% | |
| Vanguard Target Retire 2020 | Mutual Funds | — | — | $140K | 2.2% | |
| Vanguard Info Tech Index Admiral | Mutual Funds | — | — | $114K | 1.8% | |
| MFS International Diversification R6 | Mutual Funds | — | — | $107K | 1.7% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $101K | 1.6% | |
| Vanguard Target Retire 2060 | Mutual Funds | — | — | $100K | 1.6% | |
| T. Rowe Price Float Rate I ** 61 Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $94K | 1.5% | |
| Reliance Advisory Trust Managed Account 80 | Other securities | — | — | $73K | 1.1% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $67K | 1.0% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $62K | 1.0% | |
| Reliance Advisory Trust Managed Account 70 | Other securities | — | — | $52K | 0.8% | |
| Vanguard Mid Cap Val Index Admiral | Mutual Funds | — | — | $36K | 0.6% | |
| Vanguard Federal Prime Money Market Investment | Mutual Funds | — | — | $33K | 0.5% | |
| Vanguard Target Retire 2065 | Mutual Funds | — | — | $31K | 0.5% | |
| Reliance Advisory Trust Managed Account 99 | Other securities | — | — | $27K | 0.4% | |
| Vanguard Balanced Index Admiral | Mutual Funds | — | — | $26K | 0.4% | |
| MFS Mid Cap Growth R5 | Mutual Funds | — | — | $24K | 0.4% | |
| Vanguard Mid Cap Growth Index Admiral | Mutual Funds | — | — | $22K | 0.3% | |
| MFS Bond R5 | Mutual Funds | — | — | $14K | 0.2% | |
| MFS Growth R6 | Mutual Funds | — | — | $14K | 0.2% | |
| Reliance Advisory Trust Managed Account 20 | Other securities | — | — | $11K | 0.2% | |
| Reliance Advisory Trust Managed Account 60 | Other securities | — | — | $4K | <0.1% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
