Darla Batherson signed The Rethink Group Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Rethink Group Inc.'s EIN is 58-2194943.
Download the official 2023 Form 5500 (PDF) for The Rethink Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Rethink Group 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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER | 13-5674085 | NEW YORK, NY | INVESTMENT ADVISORY PLAN | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.3M | 31.9% | |
| TIAA CREF Large Cap Growth Index Fund Cl Instl | Common Collective Trusts | — | — | $1.4M | 19.2% | |
| Blackrock Global Allocation R | Other securities | — | — | $600K | 8.3% | |
| iShares MSCI EAFE Int’l Index Investor A | Other securities | — | — | $420K | 5.8% | |
| TIAA CREF Large Cap Value Index Fund Cl Instl | Common Collective Trusts | — | — | $348K | 4.8% | |
| Vanguard Total World Stock Index Fd Cl Adm | Mutual Funds | — | — | $298K | 4.1% | |
| Vanguard Target Retirement 2035 Fund Inv | Mutual Funds | — | — | $277K | 3.8% | |
| Vanguard Federal Money Market Investor Class | Mutual Funds | — | — | $242K | 3.4% | |
| Vanguard Target Retirement 2050 Fund Inv | Mutual Funds | — | — | $178K | 2.5% | |
| Vanguard Target Retirement 2055 Fd Cl Inv | Mutual Funds | — | — | $152K | 2.1% | |
| Vanguard Life Strategy Moderate Growth Fd | Mutual Funds | — | — | $138K | 1.9% | |
| Vanguard Target Retirement 2020 Fund Inv - Vanguard Mid Cap Growth Index Fund Admiral | Common Collective Trusts | — | — | $106K | 1.5% | |
| Vanguard Target Retirement 2045 Fund Inv | Mutual Funds | — | — | $70K | 1.0% | |
| Vanguard Small Cap Value Index Fund Cl Adm | Common Collective Trusts | — | — | $69K | 1.0% | |
| Vanguard Intermediate Term Bond Index Fd Adm | Mutual Funds | — | — | $63K | 0.9% | |
| Vanguard Small Cap Index Fund Admiral Class | Common Collective Trusts | — | — | $57K | 0.8% | |
| Vanguard Short Term Corporate Bond Index Fd | Mutual Funds | — | — | $51K | 0.7% | |
| Vanguard Target Retirement 2040 Fund Inv | Mutual Funds | — | — | $46K | 0.6% | |
| Vanguard Target Retirement 2060 Fund Inv | Mutual Funds | — | — | $38K | 0.5% | |
| Vanguard Target Retirement 2030 Fund Inv | Mutual Funds | — | — | $25K | 0.3% | |
| Vanguard Emerging Markets Stock Index Fd | Mutual Funds | — | — | $21K | 0.3% | |
| Vanguard Small Cap Growth Index Fund Cl Adm | Common Collective Trusts | — | — | $18K | 0.3% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $16K | 0.2% | |
| Vanguard High Yield Corporate Fund Cl Adm | Mutual Funds | — | — | $15K | 0.2% | |
| Vanguard Intermediate Term Investment-Grade Fd | Mutual Funds | — | — | $7K | 0.1% | |
| Participant loans Interest at 3.75% - 6.25% | Bonds / Notes | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2025 Fund Inv | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Intermediate Term Treasury Index Fd | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Life Strategy Conservative Growth Fd | Mutual Funds | — | — | $3K | <0.1% | |
| BrandywineGLOBAL Global Opportunities Fund Class IS | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
