Merelise Hitte signed Crossroads Rhode Island's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crossroads Rhode Island's EIN is 05-0259094.
Download the official 2024 Form 5500 (PDF) for Crossroads Rhode Island from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crossroads Rhode Island'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 |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | RECORD KEEPER | $58K | — |
| TIAA-CREF | 13-1624203 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $2.6M | 25.6% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $1.2M | 11.6% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $1.1M | 11.4% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $735K | 7.3% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $685K | 6.8% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $599K | 6.0% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $369K | 3.7% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $318K | 3.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $288K | 2.9% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $274K | 2.7% | |
| AllianceBernstein Large Cap Growth Fund I | Other securities | — | — | $258K | 2.6% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 4.25% - 9.50% | Bonds / Notes | — | — | $254K | 2.5% | |
| various dates through 2034, collateralized by participant account balances | Other securities | — | — | $254K | 2.5% | |
| American Century Small Cap Growth Fund R6 | Other securities | — | — | $186K | 1.8% | |
| Carillon Eagle Mid Cap Growth Fund R6 | Other securities | — | — | $166K | 1.7% | |
| T. Rowe Price Retirement 2015 Fund | Other securities | — | — | $159K | 1.6% | |
| Harding Loevner International Equity Portfolio Institutional | Other securities | — | — | $148K | 1.5% | |
| AllSpring Special Mid Cap Value Fund R6 | Other securities | — | — | $146K | 1.5% | |
| ALLSPRING SPEC MD CP VAL R6 MUTUAL FUND | Other securities | — | — | $146K | 1.5% | |
| Fidelity Advisor Small Cap Value Fund Z | Mutual Funds | — | — | $127K | 1.3% | |
| Columbia Overseas Value Institutional 3 | Other securities | — | — | $94K | 0.9% | |
| Loomis Sayles Investment Grade Bond Fund N | Other securities | — | — | $78K | 0.8% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $74K | 0.7% | |
| T. ROWE PRICE STABLE VALUE T. ROWE PRICE · EIN 52-1309931 / PN 000 | Common Collective Trust | — | — | $64K | 0.6% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $41K | 0.4% | |
| Fidelity U.S Bond Index Fund | Common Collective Trusts | — | — | $38K | 0.4% | |
| Principal MidCap S&P 400 Index Fund Institutional | Common Collective Trusts | — | — | $23K | 0.2% | |
| T. Rowe Price Government Money Fund | Cash / Money Market | — | — | $19K | 0.2% | |
| T. Rowe Price Retirement 2005 Fund | Other securities | — | — | $18K | 0.2% | |
| TIAA-CREF International Bond (USD-HDG) | Mutual Funds | — | — | $5K | <0.1% | |
| NUVEEN INTERNATIONAL EQUITY INDEX R6 MUTUAL FUND | Common Collective Trusts | — | — | $5K | <0.1% | |
| T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $4K | <0.1% | |
| Principal SmallCap S&P 600 Index Fund Institutional | Common Collective Trusts | — | — | $1K | <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 |
|---|---|---|---|---|---|
| BLACKROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| WILLIAM BLAIR FUNDS | — | CHICAGO, IL | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLUMBIA FUNDS | 93-0577450 | — | NONE | $0 | — |
| EAGLEASSET | 59-3171014 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| HARDING LOEVNER FUNDS | — | BRIDGEWATER TOWNSHIP, NJ | NONE | $0 | — |
| LOOMIS - SAYLES - NATIXIS - HANSBER | 04-3200030 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| PRINCIPAL FUNDS | 42-1312301 | — | NONE | $0 | — |
| PUTNAM MUTUAL FUNDS | 36-4488942 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| IVY INVESTMENTS | — | KANSAS CITY, MO | NONE | $0 | — |
| ALLSPRING GLOBAL FUNDS | — | SAN FRANCISCO, CA | NONE | $0 | — |
| ALLIANCEBERNSTEIN | 13-4064930 | — | NONE | $0 | — |
