Deshawnna Deford signed Families, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Families, Inc.'s EIN is 71-0828877.
Download the official 2024 Form 5500 (PDF) for Families, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Families, 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 |
|---|---|---|---|---|---|
| STEPHENS INC. | 71-0641478 | — | NONE | $65K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds The Growth Fund of Value of Interest in Registered Investment America R3 Companies | Mutual Funds | — | — | $2.3M | 17.4% | |
| American Funds American Mutual Fund R3 Value of Interest in Registered Investment Companies | Mutual Funds | — | — | $1.3M | 9.9% | |
| American Funds Washington Mutual Value of Interest in Registered Investment Investors Fund R3 Companies | Mutual Funds | — | — | $1.0M | 8.1% | |
| American Funds American Balanced Fund R3 Value of Interest in Registered Investment Companies | Mutual Funds | — | — | $1.0M | 8.1% | |
| American Funds Fundamental Investors R3 Value of Interest in Registered Investment Companies | Mutual Funds | — | — | $954K | 7.4% | |
| American Funds 2050 Target Date Retirement Value of Interest in Registered Investment Fund R3 Companies | Mutual Funds | — | — | $904K | 7.0% | |
| American Funds 2040 Target Date Retirement Value of Interest in Registered Investment Fund R3 Companies | Mutual Funds | — | — | $755K | 5.8% | |
| Prudential Total Return Bond Value of Interest in Registered Investment Companies | Other securities | — | — | $706K | 5.5% | |
| American Funds The Investment Company of Value of Interest in Registered Investment America R3 Companies | Mutual Funds | — | — | $638K | 4.9% | |
| CUNA Mutual Guaranteed Account Class 21 Value of Funds Held in Insurance Company General Account | Common Stocks | — | — | $560K | 4.3% | |
| CMFG Stable Value A21 Value of Funds Held in Insurance Company General Account | Stable Value | — | — | $526K | 4.1% | |
| American Funds SMALLCAP World Fund R3 Value of Interest in Registered Investment Companies | Mutual Funds | — | — | $491K | 3.8% | |
| American Funds 2045 Target Date Retirement Value of Interest in Registered Investment Fund R3 Companies | Mutual Funds | — | — | $433K | 3.3% | |
| American Funds 2035 Target Date Retirement Value of Interest in Registered Investment Fund R3 Companies | Mutual Funds | — | — | $356K | 2.8% | |
| American Funds New Perspective Fund R3 Value of Interest in Registered Investment Companies | Mutual Funds | — | — | $335K | 2.6% | |
| American Funds New Economy Fund R3 Value of Interest in Registered Investment Companies | Mutual Funds | — | — | $306K | 2.4% | |
| American Funds 2055 Target Date Retirement Value of Interest in Registered Investment Fund R3 Companies | Mutual Funds | — | — | $304K | 2.3% | |
| American Funds EuroPacific Growth Value of Interest in Registered Investment Fund R3 Companies | Mutual Funds | — | — | $280K | 2.2% | |
| American Funds 2060 Target Date Retirement Value of Interest in Registered Investment Fund R3 Companies | Mutual Funds | — | — | $251K | 1.9% | |
| Allspring Government Securities Fund Value of Interest in Registered Investment Institutional Companies | Other securities | — | — | $88K | 0.7% | |
| American Funds The Income Fund of Value of Interest in Registered Investment America R3 Companies | Mutual Funds | — | — | $77K | 0.6% | |
| American Funds 2030 Target Date Retirement Value of Interest in Registered Investment Fund R3 Companies | Mutual Funds | — | — | $75K | 0.6% | |
| American Funds 2025 Target Date Retirement Value of Interest in Registered Investment Fund R3 Companies | Mutual Funds | — | — | $41K | 0.3% | |
| American Funds 2020 Target Date Retirement Value of Interest in Registered Investment Fund R3 Companies | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
