Courtney Myers signed REI Systems, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
REI Systems, Inc.'s EIN is 54-1650603.
Download the official 2023 Form 5500 (PDF) for REI Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)REI Systems, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $30K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | |||||
|---|---|---|---|---|---|---|
| FID GROWTH CO K6 Mutual fund | Mutual Funds | — | — | $25.4M | 17.1% | |
| FID SEL SOFTWARE Mutual fund | Mutual Funds | — | — | $13.4M | 9.0% | |
| FID 500 INDEX Mutual fund | Common Collective Trusts | — | — | $12.8M | 8.6% | |
| AF TRGT DATE 2050 R6 Mutual fund | Other securities | — | — | $9.1M | 6.1% | |
| AF TRGT DATE 2045 R6 Mutual fund | Other securities | — | — | $7.2M | 4.8% | |
| AC RD 2040 TR XXII GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $6.9M | 4.6% | |
| Fidelity Investments Self-directed brokerage account | Self-Directed Brokerage | — | — | $5.8M | 3.9% | |
| AC RD 2035 TR XXII GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $5.3M | 3.5% | |
| FID BALANCED K Mutual fund | Mutual Funds | — | — | $5.1M | 3.4% | |
| AC RD 2050 TR XXII GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $4.5M | 3.0% | |
| AC RD 2055 TR XXII GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $4.4M | 3.0% | |
| AF TRGT DATE 2055 R6 Mutual fund | Other securities | — | — | $4.1M | 2.8% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.5M | 2.4% | |
| AC RD 2045 TR XXII GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $3.2M | 2.2% | |
| MFS GROWTH R3 Mutual fund | Mutual Funds | — | — | $2.4M | 1.6% | |
| AC RD 2060 TR XXII GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.4M | 1.6% | |
| AC RD 2030 TR XXII GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.3M | 1.5% | |
| AC IN RETIRE TR XXII GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.1M | 1.4% | |
| FID GROWTH STRAT K Mutual fund | Mutual Funds | — | — | $2.0M | 1.3% | |
| FID SEL ENERGY Mutual fund | Mutual Funds | — | — | $1.9M | 1.3% | |
| FID INTL INDEX Mutual fund | Mutual Funds | — | — | $1.9M | 1.3% | |
| VANG VALUE IDX ADM Mutual fund | Common Collective Trusts | — | — | $1.8M | 1.2% | |
| FID US BOND IDX Mutual fund | Common Collective Trusts | — | — | $1.6M | 1.1% | |
| VANG INTL GROWTH ADM Mutual fund | Other securities | — | — | $1.6M | 1.0% | |
| FID SMALL CAP GR K6 Mutual fund | Mutual Funds | — | — | $1.4M | 0.9% | |
| AF TRGT DATE 2035 R6 Mutual fund | Other securities | — | — | $1.3M | 0.9% | |
| AC RD 2025 TR XXII GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.8% | |
| FID EXTD MKT IDX Mutual fund | Common Collective Trusts | — | — | $1.2M | 0.8% | |
| FID EMERGING MKTS Mutual fund | Mutual Funds | — | — | $1.2M | 0.8% | |
| FID EQ DIV INCOME K Mutual fund | Mutual Funds | — | — | $1.2M | 0.8% | |
| PGIM TOTAL RTN BD R6 Mutual fund | Other securities | — | — | $1.2M | 0.8% | |
| FID SEL TRANSPORT Mutual fund | Mutual Funds | — | — | $914K | 0.6% | |
| VANG SMCPVL IDX ADM Mutual fund | Common Collective Trusts | — | — | $905K | 0.6% | |
| AF WASH MUTL INV R6 Mutual fund | Other securities | — | — | $835K | 0.6% | |
| BLKRK MIDCAP GRTH IS Mutual fund | Other securities | — | — | $810K | 0.5% | |
| FID MID CAP IDX Mutual fund | Common Collective Trusts | — | — | $729K | 0.5% | |
| FID CONVERTIBLE SEC Mutual fund | Mutual Funds | — | — | $724K | 0.5% | |
| AF TRGT DATE 2060 R6 Mutual fund | Other securities | — | — | $640K | 0.4% | |
| AF TRGT DATE 2030 R6 Mutual fund | Other securities | — | — | $604K | 0.4% | |
| FID SM CAP IDX Mutual fund | Common Collective Trusts | — | — | $556K | 0.4% | |
| DFA REAL EST SEC I Mutual fund | Mutual Funds | — | — | $356K | 0.2% | |
| AF TRGT DATE 2040 R6 Mutual fund | Other securities | — | — | $280K | 0.2% | |
| NUVEEN MDCP VALUE I Mutual fund | Mutual Funds | — | — | $265K | 0.2% | |
| H & W HIGH YIELD I Mutual fund | Other securities | — | — | $264K | 0.2% | |
| FID ASSET MGR 85% Mutual fund | Mutual Funds | — | — | $155K | 0.1% | |
| JH SM CAP CORE A Mutual fund | Other securities | — | — | $140K | <0.1% | |
| AF SMALLCAP WORLD R6 Mutual fund | Other securities | — | — | $68K | <0.1% | |
| AF TRGT DATE 2015 R6 Mutual fund | Other securities | — | — | $65K | <0.1% | |
| AC RD 2065 TR XXII GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $23K | <0.1% | |
| AF TRGT DATE 2010 R6 Mutual fund | Other securities | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $21K |
| — |
