RLI Services, LLC's EIN is 82-0776939.
Download the official 2024 Form 5500 (PDF) for RLI Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RLI Services, 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 |
|---|---|---|---|---|---|
| EMPLOYEE FIDUCIARY, LLC | 61-1579239 | — | RECORDKEEPER | $70K | — |
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PWMG, LLC | 85-1533303 |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $38.0M | 94.4% | |
| Vanguard Target Retire 2030 | Pooled Separate Accounts | — | — | $5.5M | 13.6% | |
| Vanguard Target Retire 2025 | Mutual Funds | — | — | $4.3M | 10.8% | |
| Vanguard Target Retire 2035 | Mutual Funds | — | — | $3.8M | 9.5% | |
| Vanguard Target Retire 2040 | Mutual Funds | — | — | $3.4M | 8.5% | |
| Vanguard Target Retire 2050 | Mutual Funds | — | — | $3.4M | 8.4% | |
| Vanguard Target Retire Incm | Mutual Funds | — | — | $3.4M | 8.4% | |
| Vanguard Target Retire 2020 | Mutual Funds | — | — | $2.2M | 5.6% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $2.2M | 5.5% | |
| Stable Value Fund Fidelity APEX Standard Stable Asset D1 | Stable Value | — | — | $1.6M | 4.0% | |
| Vanguard Target Retire 2045 | Mutual Funds | — | — | $1.1M | 2.6% | |
| American Funds Am Mutual R6 | Mutual Funds | — | — | $1.0M | 2.5% | |
| Vanguard Tot Int Stk Idx Adm | Common Collective Trusts | — | — | $982K | 2.4% | |
| Vanguard Target Retire 2055 | Mutual Funds | — | — | $801K | 2.0% | |
| Vanguard Tot BdMktIdx Adm | Mutual Funds | — | — | $695K | 1.7% | |
| Vanguard Target Retire 2060 | Mutual Funds | — | — | $695K | 1.7% | |
| Vanguard TotStkMktIdx Adm | Mutual Funds | — | — | $683K | 1.7% | |
| various maturity dates through September | Other securities | — | — | $661K | 1.6% | |
| Vanguard MdCp Grth Idx Adm | Common Collective Trusts | — | — | $505K | 1.3% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $450K | 1.1% | |
| Vanguard Target Retire 2065 | Mutual Funds | — | — | $362K | 0.9% | |
| Vanguard MdCp Val Idx Adm | Common Collective Trusts | — | — | $332K | 0.8% | |
| PGIM High Yield R6 | Other securities | — | — | $281K | 0.7% | |
| Vanguard Real Estate Idx Adm | Common Collective Trusts | — | — | $253K | 0.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $246K | 0.6% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $204K | 0.5% | |
| Fidelity Small Cap Discovery | Mutual Funds | — | — | $203K | 0.5% | |
| Vanguard Sm Cap Val Idx Adm | Common Collective Trusts | — | — | $172K | 0.4% | |
| Vanguard Sm Cap Gr Idx Adm | Common Collective Trusts | — | — | $169K | 0.4% | |
| DFA Emerging Markets Value I | Mutual Funds | — | — | $168K | 0.4% | |
| Vanguard Tot Int Bd Idx Adm | Common Collective Trusts | — | — | $159K | 0.4% | |
| Vanguard Wellington Adm | Mutual Funds | — | — | $149K | 0.4% | |
| Vanguard EmergMktStkIdx Adm | Mutual Funds | — | — | $70K | 0.2% | |
| Vanguard Target Retire 2070 | Mutual Funds | — | — | $61K | 0.2% | |
| American Funds Cap Wrld G/I R6 | Mutual Funds | — | — | $50K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $56K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION RPCP | 04-3046611 | — | NONE | $5K | — |
