Michelle McBride signed Reliant at Home Midco LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Reliant at Home Midco LLC's EIN is 90-0140469.
Download the official 2024 Form 5500 (PDF) for Reliant at Home Midco LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Reliant at Home Midco 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI SECURITIES INC | 06-1493970 | — | OTHER SERVICES | $0 | — |
| KESTRA INVESTMENT SERVICES LLC |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement Fund | Mutual Funds | — | — | $1.6M | 29.0% | |
| American Funds 2040 Target Date Retirement Fund | Mutual Funds | — | — | $607K | 10.9% | |
| American Funds 2020 Target Date Retirement Fund | Mutual Funds | — | — | $528K | 9.5% | |
| American Funds 2050 Target Date Retirement Fund | Mutual Funds | — | — | $487K | 8.8% | |
| American Funds 2030 Target Date Retirement Fund | Mutual Funds | — | — | $480K | 8.7% | |
| American Funds 2025 Target Date Retirement Fund | Mutual Funds | — | — | $398K | 7.2% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $366K | 6.6% | |
| American Funds 2045 Target Date Retirement Fund | Mutual Funds | — | — | $307K | 5.5% | |
| American Funds 2055 Target Date Retirement Fund | Mutual Funds | — | — | $148K | 2.7% | |
| JP Morgan Large Cap Growth Fund | Other securities | — | — | $122K | 2.2% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $80K | 1.4% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $57K | 1.0% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $37K | 0.7% | |
| American Funds 2070 Target Date Retirement Fund ** 99 PGIM HighYield R6 Fund | Mutual Funds | — | — | $36K | 0.6% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $35K | 0.6% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $33K | 0.6% | |
| Vanguard Total Bond Market Index Admin Fund | Mutual Funds | — | — | $26K | 0.5% | |
| Principal Guaranteed Option | Other securities | — | — | $23K | 0.4% | |
| American Funds 2065 Target Date Retirement Fund | Mutual Funds | — | — | $22K | 0.4% | |
| PIMCO Real Return Investment Fund | Mutual Funds | — | — | $22K | 0.4% | |
| American Funds 2015 Target Date Retirement Fund | Mutual Funds | — | — | $20K | 0.4% | |
| American Funds 2060 Target Date Retirement Fund | Mutual Funds | — | — | $16K | 0.3% | |
| PIMCO RAE Emerging Markets Fund | Mutual Funds | — | — | $12K | 0.2% | |
| Franklin Small Cap Value Fund | Mutual Funds | — | — | $10K | 0.2% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $9K | 0.2% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $4K | <0.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $2K | <0.1% | |
| MFS International Growth Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Lord Abbett DEV Growth R6 Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 74-2794194 |
| — |
| OTHER SERVICES |
| $0 |
| — |
