Tracy Kappenberg signed Riverhead Building Supply Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Riverhead Building Supply Corp.'s EIN is 11-2238519.
Download the official 2024 Form 5500 (PDF) for Riverhead Building Supply Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Riverhead Building Supply Corp.'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 LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MassMutual Guaranteed Interest Account a | Other securities | — | — | $2.7M | 15.7% | |
| VANGUARD TARGET RETIREMENT 2030 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.9M | 10.7% | |
| VANGUARD TARGET RETIREMENT 2040 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.8M | 10.2% | |
| Fidelity Investments Fidelity 500 Index Fund a | Common Collective Trusts | — | — | $1.6M | 9.2% | |
| AB Funds AB Large Cap Growth Fund a | Other securities | — | — | $1.3M | 7.6% | |
| T. Rowe Price T Rowe Price New Horizons Fnd a | Mutual Funds | — | — | $1.3M | 7.5% | |
| VANGUARD TARGET RETIREMENT 2050 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $965K | 5.5% | |
| Colombia Dividend Income Fund a | Other securities | — | — | $870K | 5.0% | |
| Participant Notes Receivable Interest rate of 4.25% - 9.50% | Bonds / Notes | — | — | $642K | 3.7% | |
| JP Morgan JP Morgan Core Bond Fund a | Other securities | — | — | $626K | 3.6% | |
| American Funds Amer Funds Euro Pacific GR Fund a | Mutual Funds | — | — | $435K | 2.5% | |
| VANGUARD TARGET RETIREMENT 2060 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $387K | 2.2% | |
| VANGUARD TARGET RETIREMENT 2035 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $384K | 2.2% | |
| VANGUARD TARGET RETIREMENT 2045 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $310K | 1.8% | |
| Vanguard Small Cap Index Fund a | Common Collective Trusts | — | — | $301K | 1.7% | |
| VANGUARD TARGET RETIREMENT 2020 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $284K | 1.6% | |
| American Funds American Funds New Prspctve Fd a | Mutual Funds | — | — | $271K | 1.6% | |
| VANGUARD TARGET RETIREMENT INCOME I VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $263K | 1.5% | |
| JP Morgan JP Morgan Mid Cap Value Fund a | Other securities | — | — | $210K | 1.2% | |
| VANGUARD TARGET RETIREMENT 2055 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $195K | 1.1% | |
| Vanguard Mid Cap Index Fund a | Common Collective Trusts | — | — | $164K | 0.9% | |
| Victory Sycamore Sm Co Oppt Fd a | Common Stocks | — | — | $143K | 0.8% | |
| VANGUARD TARGET RETIREMENT 2065 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $105K | 0.6% | |
| American Funds American Funds New World R6 a | Mutual Funds | — | — | $80K | 0.5% | |
| VANGUARD TARGET RETIREMENT 2025 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $73K | 0.4% | |
| Fidelity Investments Fidelity US Bond Index Fund a | Common Collective Trusts | — | — | $53K | 0.3% | |
| Fidelity Investments Fidelity Total Intl Index Fd a | Mutual Funds | — | — | $35K | 0.2% | |
| BLACKROCK MID-CAP GROWTH EQUITY K BLACKROCK · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $27K | 0.2% | |
| PGIM Investments PGIM Glbl Total Rtrn Fd a | Other securities | — | — | $21K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| COMMONWEALTH EQUITY SERVICES LLC |
| — |
| WALTHAM, MA |
| INVESTMENT ADVISOR |
| $13K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEEHAN COMPANY CPA PC | — | BRIGHTWATER, NY | AUDITOR | $18K | — |
