JAN Kneib signed RS, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RS, LLC's EIN is 82-2400563.
Download the official 2024 Form 5500 (PDF) for RS, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RS, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN LIFECYCLE INDEX 2035 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $2.4M | 21.0% | |
| NUVEEN LIFECYCLE INDEX 2045 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.7M | 15.2% | |
| NUVEEN LIFECYCLE INDEX 2055 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $751K | 6.6% | |
| NUVEEN LIFECYCLE INDEX 2025 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $744K | 6.6% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $455K | 4.0% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $445K | 3.9% | |
| NUVEEN LIFECYCLE INDEX 2060 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $416K | 3.7% | |
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $414K | 3.6% | |
| NUVEEN LIFECYCLE INDEX 2050 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $399K | 3.5% | |
| Vanguard Growth Index Mutual Fund | Mutual Funds | — | — | $373K | 3.3% | |
| NUVEEN LIFECYCLE INDEX 2040 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $359K | 3.2% | |
| NUVEEN LIFECYCLE INDEX 2030 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $325K | 2.9% | |
| American Funds EuroPacific Growth Mutual Fund | Mutual Funds | — | — | $265K | 2.3% | |
| PRINCIPAL BLUE CHIP EQUITY FUND CL GREAT GRAY · EIN 38-7275324 / PN 001 | Common Collective Trust | — | — | $256K | 2.3% | |
| JPMorgan Equity Income Mutual Fund | Other securities | — | — | $240K | 2.1% | |
| JPMorgan US Research Enhanced Equity Mutual Fund | Other securities | — | — | $194K | 1.7% | |
| Key Guaranteed Portfolio Fund Group Annuity Contract | Common Stocks | — | — | $176K | 1.6% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $166K | 1.5% | |
| Virtus KAR Small-Cap Growth Fund Mutual Fund | Other securities | — | — | $139K | 1.2% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $126K | 1.1% | |
| Prudential Total Return Bond Mutual Fund | Other securities | — | — | $126K | 1.1% | |
| Vanguard Value Index Mutual Fund | Mutual Funds | — | — | $125K | 1.1% | |
| NUVEEN LIFECYCLE RETIREMENT INDEX I SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $115K | 1.0% | |
| DFA Emerging Markets Mutual Fund 905 Invesco Developing Markets Mutual Fund | Mutual Funds | — | — | $97K | 0.9% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $94K | 0.8% | |
| Principal Real Estate Securities Mutual Fund | Other securities | — | — | $65K | 0.6% | |
| NUVEEN LIFECYCLE INDEX 2020 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $52K | 0.5% | |
| MFS Mid Cap Value Mutual Fund | Mutual Funds | — | — | $45K | 0.4% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $41K | 0.4% | |
| PIMCO Income Mutual Fund | Mutual Funds | — | — | $36K | 0.3% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $31K | 0.3% | |
| NUVEEN LIFECYCLE INDEX 2015 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $23K | 0.2% | |
| Vanguard International Growth Index Mutual Fund | Mutual Funds | — | — | $19K | 0.2% | |
| American Beacon Small Cap Value Mutual Fund | Other securities | — | — | $18K | 0.2% | |
| NUVEEN LIFECYCLE INDEX 2065 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $18K | 0.2% | |
| Vanguard Real Estate Index Mutual Fund | Mutual Funds | — | — | $11K | 0.1% | |
| Carillon Eagle Mid Cap Growth Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | CONTRACT ADMIN | $27K | — |
