Solutionreach, Inc.'s EIN is 87-0649593.
Download the official 2024 Form 5500 (PDF) for Solutionreach, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Solutionreach, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | NONE | $34K | — |
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/SEI INVESTMENT TRUST NUVEEN/SEI INVESTMENT TRUST · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $11.7M | 68.4% | |
| Nuveen TIAA LifecycIdx55 CIT J Com/Col trust N/A | Common Collective Trusts | — | — | $2.7M | 15.6% | |
| Nuveen TIAA LifecycIdx50 CIT J Com/Col trust N/A | Common Collective Trusts | — | — | $2.3M | 13.3% | |
| Fidelity 500 Index Mutual funds N/A | Common Collective Trusts | — | — | $2.0M | 12.0% | |
| Nuveen TIAA LifecycIdx45 CIT J Com/Col trust N/A | Common Collective Trusts | — | — | $1.7M | 10.0% | |
| Nuveen TIAA LifecycIdx40 CIT J Com/Col trust N/A | Common Collective Trusts | — | — | $1.6M | 9.3% | |
| Nuveen TIAA LifecycIdx60 CIT J Com/Col trust N/A | Common Collective Trusts | — | — | $1.0M | 6.0% | |
| Nuveen TIAA LifecycIdx25 CIT J Com/Col trust N/A | Common Collective Trusts | — | — | $779K | 4.6% | |
| BlackRock Russ1k Gro Idx CIT R Com/Col trust N/A | Common Collective Trusts | — | — | $691K | 4.1% | |
| BLACKROCK RUSSEL 1000 GROWTH INDEX GREAT GRAY TRUST COMPANY · EIN 81-1025041 / PN 012 | Common Collective Trust | — | — | $691K | 4.1% | |
| Nuveen TIAA LifecycIdx35 CIT J Com/Col trust N/A | Common Collective Trusts | — | — | $613K | 3.6% | |
| Vanguard Tot Int Stk Idx Adm Mutual funds N/A | Common Collective Trusts | — | — | $560K | 3.3% | |
| Nuveen TIAA LifecycIdx30 CIT J Com/Col trust N/A | Common Collective Trusts | — | — | $517K | 3.0% | |
| Vanguard Small Cap Index Adm Mutual funds N/A | Mutual Funds | — | — | $367K | 2.2% | |
| LARGE CAP VALUE FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $339K | 2.0% | |
| JHancock Investment Gr Bd R6 Mutual funds N/A | Other securities | — | — | $310K | 1.8% | |
| Nuveen TIAA LifecycIdx65 CIT J Com/Col trust N/A | Common Collective Trusts | — | — | $283K | 1.7% | |
| Carillon Eagle MC Growth R6 Mutual funds N/A | Other securities | — | — | $276K | 1.6% | |
| Insurance Company Standard Stable Asset A Contract N/A | Common Stocks | — | — | $268K | 1.6% | |
| Various maturity dates and interest rates of * Notes receivable from participants 3.25% to 8.50% $ 0 | Bonds / Notes | — | — | $107K | 0.6% | |
| Nuveen TIAA LifecycIdx20 CIT J Com/Col trust N/A | Common Collective Trusts | — | — | $99K | 0.6% | |
| Victory Sycamore Est Val R6 Mutual funds N/A | Other securities | — | — | $85K | 0.5% | |
| Janus Henderson Triton N Mutual funds N/A | Mutual Funds | — | — | $79K | 0.5% | |
| Nuveen TIAA LifecycIdx10 CIT J Com/Col trust N/A | Common Collective Trusts | — | — | $78K | 0.5% | |
| Nuveen TIAA LifecycIdx15 CIT J Com/Col trust N/A | Common Collective Trusts | — | — | $62K | 0.4% | |
| PIMCO Income Instl Mutual funds N/A | Mutual Funds | — | — | $60K | 0.3% | |
| Vanguard Mid Cap Index Adm Mutual funds N/A | Mutual Funds | — | — | $57K | 0.3% | |
| Vanguard Real Estat Idx Adm Mutual funds N/A | Common Collective Trusts | — | — | $57K | 0.3% | |
| T.Rowe Price Intl Discovery I Mutual funds N/A | Other securities | — | — | $38K | 0.2% | |
| Vanguard Inflat Prot Sec Adm Mutual funds N/A | Mutual Funds | — | — | $31K | 0.2% | |
| Fidelity Emerging MktsIndex Mutual funds N/A | Mutual Funds | — | — | $15K | <0.1% | |
| PIMCO Int Bd USD Hdg Inst Mutual funds N/A | Mutual Funds | — | — | $7K | <0.1% | |
| Allspring Specl SmCap Val R6 Mutual funds N/A | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB | 42-1558009 | — | NONE | $0 | — |
