Bryan Oconnell signed Corporate Relocation, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Corporate Relocation, LLC's EIN is 75-2239488.
Download the official 2024 Form 5500 (PDF) for Corporate Relocation, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Corporate Relocation, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 39-2018056 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $877K | 18.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $736K | 15.4% | |
| PIMCO COMMODITY REAL RETURN I2 191 REGISTERED INVESTMENT COMPANY AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $341K | 7.2% | |
| VANGUARD GRWTH AND INC - INV | Registered Investment Companies | — | — | $337K | 7.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $334K | 7.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $329K | 6.9% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $283K | 5.9% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $224K | 4.7% | |
| VAN STRATEGIC EQUITY - INV | Registered Investment Companies | — | — | $198K | 4.2% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $178K | 3.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $134K | 2.8% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $110K | 2.3% | |
| DFA LARGE CAP INTL PORT INST | Registered Investment Companies | — | — | $108K | 2.3% | |
| AB BOND INFLATION STRAT Z | Registered Investment Companies | — | — | $89K | 1.9% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $86K | 1.8% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $83K | 1.7% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $54K | 1.1% | |
| VAN TARGET RETIRE INC 400 REGISTERED INVESTMENT COMPANY FEDERATED HERMES INSTL HIYD BD | Registered Investment Companies | — | — | $49K | 1.0% | |
| GOLDMAN SACHS GROWTH STR INST | Registered Investment Companies | — | — | $24K | 0.5% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $24K | 0.5% | |
| VANGUARD SM CAP VAL INDEX ADM 878 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $24K | 0.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $22K | 0.5% | |
| ABRDN INTL SMALL CAP INST | Registered Investment Companies | — | — | $18K | 0.4% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $17K | 0.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $11K | 0.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $11K | 0.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $10K | 0.2% | |
| DIMENSIONAL GLOBAL EQTY - INST | Registered Investment Companies | — | — | $6K | 0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $6K | 0.1% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $2K | <0.1% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $18K |
| — |
