Shirley Horner signed Redfish Labs, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Redfish Labs, Inc.'s EIN is 82-2328761.
Download the official 2024 Form 5500 (PDF) for Redfish Labs, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Redfish Labs, Inc.'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 | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP, LLC | 71-0927304 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PARNASSUS CORE EQUITY INST | Registered Investment Companies | — | — | $2.8M | 43.4% | |
| TRILLIUM ESG GLOBAL EQUITY INS | Registered Investment Companies | — | — | $1.4M | 21.9% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $413K | 6.4% | |
| CALVERT CORE BOND FUND I | Registered Investment Companies | — | — | $399K | 6.2% | |
| CAL US LC CORE RESP INDEX R6 | Registered Investment Companies | — | — | $238K | 3.7% | |
| CAL US LG CAP GR RESP IDX I | Registered Investment Companies | — | — | $163K | 2.5% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $160K | 2.5% | |
| CAL INTL RESPONSIBLE IDX R6 | Registered Investment Companies | — | — | $143K | 2.2% | |
| NTX TARGET RETIREMENT 2050 N | Registered Investment Companies | — | — | $113K | 1.8% | |
| PARNASSUS MIDCAP INSTITUTIONAL | Registered Investment Companies | — | — | $101K | 1.6% | |
| CALVERT SMALL CAP FUND - R6 | Registered Investment Companies | — | — | $88K | 1.4% | |
| CALVERT US LC VAL IDX I | Registered Investment Companies | — | — | $70K | 1.1% | |
| NTX TARGET RETIREMENT 2040 N | Registered Investment Companies | — | — | $51K | 0.8% | |
| CALVERT GLBL ENRGY SOLUTIONS I | Registered Investment Companies | — | — | $50K | 0.8% | |
| T. ROWE PRICE HEALTH SCI I | Registered Investment Companies | — | — | $45K | 0.7% | |
| VANGUARD ST INPRO SEC IND ADM | Registered Investment Companies | — | — | $39K | 0.6% | |
| CAL US MC CORE RESP IDX I | Registered Investment Companies | — | — | $32K | 0.5% | |
| NTX TARGET RETIREMENT 2055 N | Registered Investment Companies | — | — | $32K | 0.5% | |
| 1919 SOCIALLY RESP BAL I | Registered Investment Companies | — | — | $20K | 0.3% | |
| NTX TARGET RETIREMENT 2045 N | Registered Investment Companies | — | — | $9K | 0.1% | |
| NTX TARGET RETIREMENT 2035 N | Registered Investment Companies | — | — | $7K | 0.1% | |
| NTX TARGET RETIREMENT 2030 N | Registered Investment Companies | — | — | $7K | 0.1% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $6K | 0.1% | |
| NTX TARGET RETIREMENT 2060 N | Registered Investment Companies | — | — | $5K | <0.1% | |
| NTX TARGET RETIREMENT 2015 N | Registered Investment Companies | — | — | $2K | <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 |
| $31K |
| — |
