Janice Berrios Casillas signed RENT Express by Berrios, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RENT Express by Berrios, Inc.'s EIN is 66-0679566.
Download the official 2024 Form 5500 (PDF) for RENT Express by Berrios, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RENT Express by Berrios, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | RECORDKEEPER | $9K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MNGT | $47 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2045 Trgt Date | Mutual Funds | — | — | $106K | 18.7% | |
| American Funds 2035 Trgt Date | Mutual Funds | — | — | $100K | 17.6% | |
| American Funds 2040 Trgt Date | Mutual Funds | — | — | $75K | 13.2% | |
| American Funds 2050 Trgt Date | Mutual Funds | — | — | $74K | 12.9% | |
| American Funds 2055 Trgt Date | Mutual Funds | — | — | $69K | 12.2% | |
| American Funds 2060 Trgt Date | Mutual Funds | — | — | $36K | 6.3% | |
| Participant Loans Notes Recievable | Participant loans | — | — | $34K | 6.0% | |
| American Funds 2025 Trgt Date | Mutual Funds | — | — | $18K | 3.2% | |
| American Century Mid Cap Value 252 Mutual Fund Federated Hermes Mid Cap Index 340 Mutual Fund MFS Mid Cap Growth 137 Mutual Fund American Funds Growth Fund of Amer 164 Mutual Fund Fidelity 500 Index | Mutual Funds | — | — | $17K | 3.1% | |
| American Funds 2030 Trgt Date | Mutual Funds | — | — | $10K | 1.8% | |
| American Funds Bond Fund of Amer | Mutual Funds | — | — | $8K | 1.4% | |
| Forfeitures Forfeiture Account | Other securities | — | — | $5K | 0.8% | |
| JP Morgan Equity Income 682 Mutual Fund American Funds America Balanced | Mutual Funds | — | — | $4K | 0.7% | |
| MFS Int Diversification | Mutual Funds | — | — | $4K | 0.6% | |
| Blackrock High Yield Bond Portfolio 37 Mutual Fund PIMCO Intl Bond 38 Mutual Fund PIMCO Income Instl 38 Fixed Annuity Key Guaranteed Portfolio Fund | Mutual Funds | — | — | $2K | 0.4% | |
| American Funds New World R6 | Mutual Funds | — | — | $2K | 0.3% | |
| American Funds Europacific | Mutual Funds | — | — | $2K | 0.3% | |
| AB Small Cap Growth 100 Mutual Fund Fidelity Small Cap Index | Mutual Funds | — | — | $1K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INDEPENDENT FINANCIAL GROUP LLC |
| — |
| SAN DIEGO, CA |
| INVESTMENT ADVISOR |
| $3K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ABARCA & ASSOCIATES PSC | — | SAN JUAN, PR | CONTRACT ADMIN | $1K | — |
