ADAM Stomp signed Remembers Finance LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Remembers Finance LLC's EIN is 84-2477462.
Download the official 2024 Form 5500 (PDF) for Remembers Finance LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Remembers Finance 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $55K | — |
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 2050 R6 Fund N/R | Mutual Funds | — | — | $1.9M | 17.6% | |
| Nuveen Lifecycle Index 2055 R6 Fund N/R | Mutual Funds | — | — | $1.3M | 12.4% | |
| Nuveen Lifecycle Index 2035 R6 Fund N/R | Mutual Funds | — | — | $1.1M | 10.2% | |
| Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $1.1M | 10.1% | |
| Nuveen Lifecycle Index 2040 R6 Fund N/R | Mutual Funds | — | — | $1.0M | 10.0% | |
| Nuveen Lifecycle Index 2045 R6 Fund N/R | Mutual Funds | — | — | $855K | 8.1% | |
| Nuveen Lifecycle Index 2060 R6 Fund N/R | Mutual Funds | — | — | $583K | 5.5% | |
| AllianceBernstein Large Cap Growth Fund N/R | Mutual Funds | — | — | $399K | 3.8% | |
| Nuveen Lifecycle Index 2030 R6 Fund N/R | Mutual Funds | — | — | $362K | 3.4% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $330K | 3.1% | |
| Hartford Schroder International Stock Fund Class SDR N/R | Other securities | — | — | $201K | 1.9% | |
| Vanguard Equity Income Fund Admiral N/R | Mutual Funds | — | — | $175K | 1.7% | |
| American Funds New World Fund R6 N/R | Mutual Funds | — | — | $153K | 1.5% | |
| Vanguard Intermediate Term Bond Index Fund N/R | Common Collective Trusts | — | — | $148K | 1.4% | |
| Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $122K | 1.2% | |
| Blackrock High Yield Institutional Fund N/R | Other securities | — | — | $121K | 1.2% | |
| Nuveen Lifecycle Index 2025 R6 Fund N/R | Mutual Funds | — | — | $115K | 1.1% | |
| Management * Notes Receivable Interest rates: 5.25%-9.50% $0 | Bonds / Notes | — | — | $107K | 1.0% | |
| Lord Abbett Developing Growth R6 Fund N/R | Mutual Funds | — | — | $106K | 1.0% | |
| Blackrock Mid-Cap Growth Equity Portfolio N/R | Other securities | — | — | $84K | 0.8% | |
| Vanguard Mid Cap Value Index Admiral N/R | Mutual Funds | — | — | $72K | 0.7% | |
| Nuveen Lifecycle Index 2065 R6 Fund N/R | Mutual Funds | — | — | $70K | 0.7% | |
| Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $69K | 0.7% | |
| Vanguard Small Cap Value Index Admiral N/R | Mutual Funds | — | — | $45K | 0.4% | |
| American Funds New Perspective R6 N/R | Mutual Funds | — | — | $13K | 0.1% | |
| Vanguard International Value Fund N/R | Mutual Funds | — | — | $10K | <0.1% | |
| American Funds Balanced Fund R6 N/R | Mutual Funds | — | — | $9K | <0.1% | |
| Nuveen Lifecycle Index 2020 R6 Fund N/R | Mutual Funds | — | — | $8K | <0.1% | |
| Money Market Fund JP Morgan U.S. Government Money Market Fund N/R | Cash / Money Market | — | — | $8K | <0.1% | |
| Institutional DFA Inflation-Protected Securities I N/R | Mutual Funds | — | — | $6K | <0.1% | |
| Admiral Vanguard International Growth Fund Admiral N/R | Mutual Funds | — | — | $5K | <0.1% | |
| Western Asset Core Plus Bond Class I N/R | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
