Phillip Seemann signed RAND Graphics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RAND Graphics, Inc.'s EIN is 48-1070940.
Download the official 2024 Form 5500 (PDF) for RAND Graphics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RAND Graphics, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADM | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments LC Growth Index Fund | Registered Investment Companies | — | — | $5.1M | 36.0% | |
| Fidelity Investments LC Value Index Fund | Registered Investment Companies | — | — | $2.3M | 16.2% | |
| Emerald Growth Fund | Registered Investment Companies | — | — | $1.0M | 7.3% | |
| Insurance Company General * Principal Life Insurance Company Principal Fixed Income 401(a) / (k) | Common Stocks | — | — | $930K | 6.5% | |
| Lazard International Strategic Equity Fund | Registered Investment Companies | — | — | $891K | 6.3% | |
| Undisclosed Managers JP Morgan Funds Behavioral Value Fund | Registered Investment Companies | — | — | $687K | 4.8% | |
| Payden Funds Payden Funds Corporate Bond Fund | Registered Investment Companies | — | — | $482K | 3.4% | |
| American Funds American Funds Target Date Retirement 2030 Fund | Registered Investment Companies | — | — | $457K | 3.2% | |
| JP Morgan JP Morgan Funds Mortgaged-Backed Securities Fund | Registered Investment Companies | — | — | $440K | 3.1% | |
| American Funds American Funds Target Date Retirement 2040 Fund | Registered Investment Companies | — | — | $399K | 2.8% | |
| Fidelity Investments Mid Cap Growth Index Fund | Registered Investment Companies | — | — | $345K | 2.4% | |
| American Funds American Funds Target Date Retirement 2025 Fund | Registered Investment Companies | — | — | $233K | 1.6% | |
| Range of Int. Rates Participant Loans Range from 4.25% to 9.50% | Bonds / Notes | — | — | $159K | 1.1% | |
| American Funds American Funds Target Date Retirement 2010 Fund | Registered Investment Companies | — | — | $146K | 1.0% | |
| Artisan High Income Fund | Registered Investment Companies | — | — | $130K | 0.9% | |
| American Funds American Funds Target Date Retirement 2045 Fund | Registered Investment Companies | — | — | $106K | 0.7% | |
| SEI Trust Company Allspring Sp MidCap Value Fund | Common Collective Trusts | — | — | $91K | 0.6% | |
| ALLSPRING SP MID CAP VAL E1 CIT SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $91K | 0.6% | |
| Insurance Company American Funds * American Funds Target Date Retirement 2055 Fund | Mutual Funds | — | — | $74K | 0.5% | |
| American Funds American Funds Target Date Retirement 2035 Fund | Registered Investment Companies | — | — | $44K | 0.3% | |
| Cohen & Steers Cohen & Steers Real Estate Fund | Registered Investment Companies | — | — | $37K | 0.3% | |
| American Funds * American Funds Target Date Retirement 2065 Fund | Registered Investment Companies | — | — | $29K | 0.2% | |
| American Funds American Funds Target Date Retirement 2060 Fund | Registered Investment Companies | — | — | $19K | 0.1% | |
| RBC Emerging RBC Global Asset Mgmt Markets Fund | Registered Investment Companies | — | — | $14K | <0.1% | |
| American Funds American Funds Target Date Retirement 2050 Fund | Registered Investment Companies | — | — | $12K | <0.1% | |
| American Funds American Funds Target Date Retirement 2015 Fund 1 Registered Investment Company American Funds American Funds Target Date Retirement 2020 Fund | Registered Investment Companies | — | — | $7K | <0.1% | |
| EAGLE MID CAP GROWTH CIT CL 1 CARILLON EAGLE MID CAP GROWTH CIT · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
