R.G. Vanderweil Engineers, LLP's EIN is 04-2452980.
Download the official 2024 Form 5500 (PDF) for R.G. Vanderweil Engineers, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)R.G. Vanderweil Engineers, LLP'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL PARTNERS LLC | — | WINCHESTER, MA | INVESTMENT ADVISOR | $47K | — |
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 Growth Index - Admiral N/R | Mutual Funds | — | — | $13.7M | 9.9% | |
| T. Rowe Price T. Rowe Price Equity Index 500 Fund I Class N/R | Common Collective Trusts | — | — | $12.5M | 9.0% | |
| Empower Putnam Large Cap Value R6 N/R | Mutual Funds | — | — | $11.5M | 8.3% | |
| Harbor Capital Harbor Capital Appreciation Fund Rtm Class N/R | Other securities | — | — | $11.2M | 8.1% | |
| Vanguard Target Retirement 2030 Fund N/R | Mutual Funds | — | — | $8.5M | 6.1% | |
| Vanguard Mid-Cap Growth Index - Admiral N/R | Mutual Funds | — | — | $7.6M | 5.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $7.2M | 5.2% | |
| Vanguard Target Retirement 2035 Fund N/R | Mutual Funds | — | — | $4.9M | 3.6% | |
| Vanguard Total International Stock Index Admiral N/R | Mutual Funds | — | — | $4.5M | 3.3% | |
| Vanguard Small Cap Growth Index Admiral N/R | Mutual Funds | — | — | $3.8M | 2.7% | |
| Vanguard Target Retirement 2025 Fund N/R | Mutual Funds | — | — | $3.6M | 2.6% | |
| Vanguard Target Retirement 2040 Fund N/R | Mutual Funds | — | — | $3.5M | 2.5% | |
| JP Morgan JP Morgan Mid Cap Value Fund Class R6 N/R | Other securities | — | — | $3.0M | 2.2% | |
| BlackRock High Yield Bond Portfolio Class K N/R | Other securities | — | — | $3.0M | 2.1% | |
| Vanguard Target Retirement 2055 Fund N/R | Mutual Funds | — | — | $2.9M | 2.1% | |
| Vanguard Target Retirement 2050 Fund N/R | Mutual Funds | — | — | $2.9M | 2.1% | |
| Vanguard Target Retirement 2045 Fund N/R | Mutual Funds | — | — | $2.7M | 2.0% | |
| T. Rowe Price T.Rowe Price QM U.S. Bond Index N/R | Other securities | — | — | $2.7M | 2.0% | |
| Vanguard Emerging Markets Stock Index Admiral N/R | Mutual Funds | — | — | $2.5M | 1.8% | |
| Vanguard Mid-Cap Value Index Admiral N/R | Mutual Funds | — | — | $2.4M | 1.7% | |
| BlackRock iShares Russell 2000 Small Cap Index K N/R | Common Collective Trusts | — | — | $2.3M | 1.7% | |
| JP Morgan JP Morgan Core Bond R6 N/R | Other securities | — | — | $2.2M | 1.6% | |
| Vanguard Small Cap Value Index Admiral N/R | Mutual Funds | — | — | $2.1M | 1.5% | |
| Loomis Sayles Loomis Sayles Core Plus Bond N N/R | Other securities | — | — | $2.0M | 1.4% | |
| Vanguard Target Retirement 2060 Fund N/R | Mutual Funds | — | — | $1.8M | 1.3% | |
| Vanguard Target Retirement 2020 Fund N/R | Mutual Funds | — | — | $1.6M | 1.2% | |
| ClearBridge Small Cap Growth Fund Class IS N/R | Other securities | — | — | $1.6M | 1.1% | |
| Calamos International Growth I N/R | Other securities | — | — | $1.5M | 1.1% | |
| Vanguard Mid Cap Index Admiral N/R | Mutual Funds | — | — | $1.2M | 0.9% | |
| JP Morgan JP Morgan US Equity R6 N/R | Other securities | — | — | $1.1M | 0.8% | |
| Vanguard Target Retirement Income Fund N/R | Mutual Funds | — | — | $1.1M | 0.8% | |
| Vanguard Cash Reserves Federal Money Market Fund N/R | Mutual Funds | — | — | $1.1M | 0.8% | |
| Admiral Shares BlackRock Strategic Income Opps K N/R | Other securities | — | — | $919K | 0.7% | |
| Participant Loans Notes receivable from participants, with interest rates $0 | Participant loans | — | — | $915K | 0.7% | |
| Vanguard Value Index - Admiral N/R | Mutual Funds | — | — | $899K | 0.6% | |
| First Eagle First Eagle Overseas Fund Class R6 N/R | Other securities | — | — | $873K | 0.6% | |
| Vanguard Target Retirement 2065 Fund N/R | Mutual Funds | — | — | $387K | 0.3% | |
| Invesco Convertible Securities R6 N/R | Mutual Funds | — | — | $274K | 0.2% | |
| Calvert Equity I N/R | Other securities | — | — | $8K | <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 |
|---|---|---|---|---|---|
| BAKER TILLY US LLP | — | MADISON, WI | AUDITOR | $20K | — |
