RW Towne Realty LLC's EIN is 92-2410162.
Download the official 2024 Form 5500 (PDF) for RW Towne Realty LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RW Towne Realty 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 | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| RESOURCE 1, INC. | 20-3941578 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PBMARES, LLP | 54-0737372 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.8M | 14.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.7M | 13.9% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.3M | 10.9% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.3M | 10.8% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.1M | 9.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.0M | 8.5% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $606K | 5.0% | |
| PRIN LIFE TIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $530K | 4.3% | |
| PIMCO Funds PIMCO Real Return Instl Fund | Mutual Funds | — | — | $367K | 3.0% | |
| Parnassus Core Equity Institutional Fund | Other securities | — | — | $300K | 2.5% | |
| Principal Life Insurance Company Principal Fixed Income Guarantee Option | Common Stocks | — | — | $285K | 2.3% | |
| Participant loans Interest bearing at 5.25% - 10.50%, maturing through | Bonds / Notes | — | — | $233K | 1.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $226K | 1.8% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $179K | 1.5% | |
| Janus International Holding, LLC Janus Henderson Enterprise N Fund | Mutual Funds | — | — | $105K | 0.9% | |
| The American Funds American Funds New World R6 Fund | Mutual Funds | — | — | $91K | 0.7% | |
| The American Funds American Funds EuroPacific Growth R6 Fund | Mutual Funds | — | — | $91K | 0.7% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $87K | 0.7% | |
| Fidelity Investments Fidelity Mid Cap Stock K Fund | Mutual Funds | — | — | $78K | 0.6% | |
| Schwab Funds Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $77K | 0.6% | |
| The American Funds American Funds American High-Income Trust R6 Fund | Mutual Funds | — | — | $77K | 0.6% | |
| Calvert Funds Calvert Equity R6 Fund | Other securities | — | — | $76K | 0.6% | |
| Victory Funds Victory Sycamore Established Value R6 Fund | Other securities | — | — | $72K | 0.6% | |
| Neuberger Berman Management Neuberger Berman Genesis R6 Fund | Other securities | — | — | $67K | 0.5% | |
| Victory Funds Victory Sycamore Small Company Opportunity R6 Fund | Common Stocks | — | — | $64K | 0.5% | |
| Dodge and Cox Funds Dodge & Cox Income X Fund | Mutual Funds | — | — | $57K | 0.5% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $56K | 0.5% | |
| JP Morgan Funds JP Morgan US Value R6 Fund | Other securities | — | — | $50K | 0.4% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $32K | 0.3% | |
| MFS Investment Management MFS International Equity R6 Fund | Mutual Funds | — | — | $21K | 0.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $20K | 0.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $18K | 0.1% | |
| PIMCO Funds PIMCO Income Institutional Fund | Mutual Funds | — | — | $13K | 0.1% | |
| Fidelity Investments Fidelity Contrafund K Fund | Mutual Funds | — | — | $11K | <0.1% | |
| Tweedy, Browne Tweedy, Browne International Value Fund | Other securities | — | — | $2K | <0.1% | |
| Dimensional Fund Advisors DFA International Small Company I Fund | Mutual Funds | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% | |
| JOHN HANCOCK STABLE VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
