Roy Heinbach signed Ryan Lawn & Tree, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ryan Lawn & Tree, Inc.'s EIN is 48-1078206.
Download the official 2024 Form 5500 (PDF) for Ryan Lawn & Tree, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ryan Lawn & Tree, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $65K | — |
| ALERUS FINANCIAL, N.A | 45-6062081 | — | NONE | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ FINANCIAL SOLUTIONS INC |
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 | |||||
|---|---|---|---|---|---|---|
| Schwab Fundamental US Large Company Index Mutual Fund | Mutual Funds | — | — | $6.1M | 22.2% | |
| Eaton Vance Atlanta Capital Focused Growth Mutual Fund | Other securities | — | — | $6.0M | 21.6% | |
| MFS International Diversified Income Mutual Fund | Mutual Funds | — | — | $4.6M | 16.8% | |
| PIMCO Income Fund Mutual Fund | Mutual Funds | — | — | $2.8M | 10.2% | |
| Cohen & Steers Realty Shares Intl Mutual Fund | Other securities | — | — | $1.7M | 6.0% | |
| Vanguard Selected Value Mutual Fund | Mutual Funds | — | — | $1.4M | 5.0% | |
| Janus Henderson Enterprise N Mutual Fund | Mutual Funds | — | — | $1.3M | 4.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.2M | 4.4% | |
| Putnam Small Cap Growth Mutual Fund | Mutual Funds | — | — | $1.1M | 4.1% | |
| Dimensional DFA US Targeted Value I Mutual Fund | Mutual Funds | — | — | $1.1M | 4.0% | |
| Alerus Money Market Money Market Fund | Cash / Money Market | — | — | $196K | 0.7% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | 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.
| — |
| CINCINNATI, OH |
| NONE |
| $23K |
| — |
| DEMARS PENSION CONSULTING SERVICES | — | OVERLAND PARK, KS | NONE | $5K | — |
