Jennifer George signed RSR Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RSR Group, Inc.'s EIN is 59-2958389.
Download the official 2024 Form 5500 (PDF) for RSR Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RSR Group, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
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 FID GROWTH CO K6 - | Mutual Funds | — | — | $4.6M | 18.8% | |
| J.P. Morgan JPM SMRTRET 2055 R6 - | Other securities | — | — | $3.2M | 13.2% | |
| J.P. Morgan JPM SMRTRET 2035 R6 - | Other securities | — | — | $1.9M | 7.9% | |
| J.P. Morgan JPM SMRTRET 2040 R6 - | Other securities | — | — | $1.8M | 7.4% | |
| Fidelity Investments FID GOVT MMKT - 985 * Fidelity Investments FID 500 INDEX - | Common Collective Trusts | — | — | $1.7M | 7.1% | |
| J.P. Morgan JPM SMRTRET 2045 R6 - | Other securities | — | — | $1.7M | 7.1% | |
| J.P. Morgan JPM SMRTRET 2050 R6 - | Other securities | — | — | $1.2M | 4.8% | |
| J.P. Morgan JPM SMRTRET 2030 R6 - | Other securities | — | — | $1.0M | 4.3% | |
| Fidelity Investments FID WORLDWIDE - | Mutual Funds | — | — | $825K | 3.4% | |
| Fidelity Investments FID INVST GR BD - | Mutual Funds | — | — | $694K | 2.8% | |
| J.P. Morgan JPM SMRTRET 2025 R6 - | Other securities | — | — | $610K | 2.5% | |
| Fidelity Investments FID LOW PRICED STK - | Mutual Funds | — | — | $533K | 2.2% | |
| INTL GR II FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $514K | 2.1% | |
| J.P. Morgan JPM SMRTRET INC R6 - | Common Stocks | — | — | $502K | 2.0% | |
| Fidelity Investments FID MID CAP STOCK K6 - | Mutual Funds | — | — | $440K | 1.8% | |
| Empower Annuity Insurance Co. EMP GUARANTEED INC - | Common Stocks | — | — | $413K | 1.7% | |
| American Century AM CENT MD CP VAL R6 - | Other securities | — | — | $401K | 1.6% | |
| Fidelity Investments FID PURITAN - | Mutual Funds | — | — | $395K | 1.6% | |
| Fidelity Investments FID MID CAP IDX - | Common Collective Trusts | — | — | $388K | 1.6% | |
| Vanguard VANG SMCP GR IDX ADM - | Common Collective Trusts | — | — | $352K | 1.4% | |
| American Funds AF AMER MUTUAL R6 - | Mutual Funds | — | — | $320K | 1.3% | |
| Fidelity Investments FID SM CAP IDX - | Common Collective Trusts | — | — | $274K | 1.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
