RTLK, Inc. DBA Home Instead Senior Care's EIN is 83-0647751.
Download the official 2024 Form 5500 (PDF) for RTLK, Inc. DBA Home Instead Senior Care from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RTLK, Inc. DBA Home Instead Senior Care's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| DEFINITI,LLC | 85-0833363 | ERIE, PA | TPA | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2025 R6 Mutual Fund | Mutual Funds | — | — | $119K | 18.3% | |
| Nuveen Lifecycle Index 2035 R6 Mutual Fund | Mutual Funds | — | — | $113K | 17.3% | |
| Nuveen Lifecycle Index 2060 R6 Mutual Fund | Mutual Funds | — | — | $62K | 9.6% | |
| Nuveen Lifecycle Index 2030 R6 Mutual Fund | Mutual Funds | — | — | $61K | 9.3% | |
| Fidelity Us Bond Index Fd Mutual Fund ** 937 Fidelity 500 Index Fd Mutual Fund | Common Collective Trusts | — | — | $50K | 7.7% | |
| Nuveen Lifecycle Index 2045 R6 Mutual Fund | Mutual Funds | — | — | $46K | 7.1% | |
| Clearbridge Large Cap Growth Fd Cl I Mutual Fund | Other securities | — | — | $39K | 6.0% | |
| Nuveen Lifecycle Index 2040 R6 Mutual Fund | Mutual Funds | — | — | $35K | 5.4% | |
| Nuveen Lifecycle Index 2050 R6 Mutual Fund | Mutual Funds | — | — | $29K | 4.4% | |
| PGIM Jennison Mid Cap Gwth R6 Mutual Fund | Other securities | — | — | $24K | 3.7% | |
| Nuveen Lifecycle Index 2055 R6 Mutual Fund | Mutual Funds | — | — | $19K | 2.9% | |
| Charles Schwab Trust Bank Noninterest-Bearing Cash ** 775 * Charles Schwab Trust Bank Interest-Bearing Cash ** 845 American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $12K | 1.9% | |
| DFA Intl Large Cap Gwth Inst Mutual Fund | Mutual Funds | — | — | $12K | 1.9% | |
| Nuveen Lifecycle Index Ret Inc R6 Mutual Fund ** 323 Nuveen Lifecycle Index 2015 R6 Mutual Fund | Mutual Funds | — | — | $11K | 1.7% | |
| Nuveen Lifecycle Index 2020 R6 Mutual Fund | Mutual Funds | — | — | $9K | 1.3% | |
| Principal Real Estate Securities Inst Mutual Fund | Other securities | — | — | $4K | 0.6% | |
| Vanguard Small Cap Index Admiral Sh Mutual Fund ** 147 Vanguard Total Stock Mkt Indx Fd Adm Mutual Fund | Mutual Funds | — | — | $2K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
