Ryan Gagon signed 4life Research, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
4life Research, LLC's EIN is 87-0617986.
Download the official 2024 Form 5500 (PDF) for 4life Research, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)4life Research, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $40K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Inv Mutual fund | Mutual Funds | — | — | $6.0M | 19.5% | |
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $4.7M | 15.4% | |
| Vanguard Target Retirement 2050 Inv Mutual fund | Mutual Funds | — | — | $4.3M | 13.9% | |
| Vanguard Target Retirement 2020 Inv Mutual fund | Mutual Funds | — | — | $3.6M | 11.7% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.7M | 5.6% | |
| Vanguard Target Retirement 2045 Inv Mutual fund | Mutual Funds | — | — | $1.2M | 3.9% | |
| Vanguard Target Retirement 2035 Inv Mutual fund | Mutual Funds | — | — | $1.0M | 3.4% | |
| BLKROCK RUSSL 1000 GR IDX R WILMINGTON TRUST · EIN 81-1025041 / PN 170 | Common Collective Trust | — | — | $1.0M | 3.3% | |
| Vanguard Target Retirement 2030 Inv Mutual fund | Mutual Funds | — | — | $953K | 3.1% | |
| Vanguard Target Retirement 2060 Inv Mutual fund | Mutual Funds | — | — | $938K | 3.1% | |
| Vanguard Target Retirement 2025 Inv Mutual fund | Mutual Funds | — | — | $874K | 2.8% | |
| Vanguard Target Retirement 2055 Inv Mutual fund | Mutual Funds | — | — | $831K | 2.7% | |
| Vanguard Small‐Cap Index Admiral Mutual fund | Mutual Funds | — | — | $575K | 1.9% | |
| Notes receivable from participants Participant loans, maturing through 2029 at interest rates of 4.25%–9.50% ‐0‐ | Bonds / Notes | — | — | $514K | 1.7% | |
| Fidelity Mid‐Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $483K | 1.6% | |
| T. Rowe Price Div MC Gr I Fd Mutual fund | Other securities | — | — | $333K | 1.1% | |
| INTERNATIONAL EQUITY I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $321K | 1.0% | |
| PIMCO Total Return Instl Fund Mutual fund | Mutual Funds | — | — | $235K | 0.8% | |
| Vanguard Target Retirement Income Inv Mutual fund | Mutual Funds | — | — | $223K | 0.7% | |
| Vanguard Windsor II Admiral Mutual fund | Mutual Funds | — | — | $215K | 0.7% | |
| Vanguard Total Intl Stock Index Adm Mutual fund | Mutual Funds | — | — | $212K | 0.7% | |
| Vanguard Total Bond Market Idx Adm Mutual fund | Common Collective Trusts | — | — | $151K | 0.5% | |
| Vanguard Target Retirement 2065 Inv Mutual fund | Mutual Funds | — | — | $145K | 0.5% | |
| Vanguard Emerging Mkts Stock Idx Adm Fd Mutual fund | Common Collective Trusts | — | — | $120K | 0.4% | |
| Vanguard Target Retirement 2070 Inv Mutual fund | Mutual Funds | — | — | $20K | <0.1% | |
| (E) | Other securities | — | — | $20K | <0.1% | |
| LARGE CAP GRWTH FD III CL I1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREATGRAY EURO GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-7289844 / 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.
