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 CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $99K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $103K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2030 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $11.2M | 14.0% | |
| MassMutual Guaranteed Interest Account a | Other securities | — | — | $9.2M | 11.5% | |
| Fidelity Investments Fidelity 500 Index Fund a | Common Collective Trusts | — | — | $8.3M | 10.3% | |
| VANGUARD TARGET RETIREMENT 2040 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $7.7M | 9.6% | |
| VANGUARD TARGET RETIREMENT 2050 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $7.6M | 9.4% | |
| AB Funds AB Large Cap Growth Fund a | Other securities | — | — | $5.3M | 6.7% | |
| T. Rowe Price T Rowe Price New Horizons Fnd a | Mutual Funds | — | — | $3.5M | 4.3% | |
| Colombia Dividend Income Fund a | Other securities | — | — | $3.3M | 4.1% | |
| Vanguard Small Cap Index Fund a | Common Collective Trusts | — | — | $2.6M | 3.3% | |
| JP Morgan JP Morgan Core Bond Fund a | Other securities | — | — | $2.6M | 3.2% | |
| American Funds Amer Funds Euro Pacific GR Fund a | Mutual Funds | — | — | $2.3M | 2.8% | |
| VANGUARD TARGET RETIREMENT 2060 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.2M | 2.8% | |
| VANGUARD TARGET RETIREMENT 2045 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.1M | 2.7% | |
| VANGUARD TARGET RETIREMENT 2020 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.8M | 2.2% | |
| VANGUARD TARGET RETIREMENT 2035 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.5M | 1.8% | |
| VANGUARD TARGET RETIREMENT INCOME I VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.3M | 1.6% | |
| Participant Notes Receivable Interest rate of 4.25% - 9.50% | Bonds / Notes | — | — | $1.3M | 1.6% | |
| VANGUARD TARGET RETIREMENT 2055 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.1M | 1.4% | |
| American Funds American Funds New Prspctve Fd a | Mutual Funds | — | — | $976K | 1.2% | |
| Vanguard Mid Cap Index Fund a | Common Collective Trusts | — | — | $898K | 1.1% | |
| JP Morgan JP Morgan Mid Cap Value Fund a | Other securities | — | — | $824K | 1.0% | |
| VANGUARD TARGET RETIREMENT 2025 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $628K | 0.8% | |
| Victory Sycamore Sm Co Oppt Fd a | Common Stocks | — | — | $419K | 0.5% | |
| Fidelity Investments Fidelity Total Intl Index Fd a | Mutual Funds | — | — | $374K | 0.5% | |
| BLACKROCK MID-CAP GROWTH EQUITY K BLACKROCK · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $351K | 0.4% | |
| American Funds American Funds New World a | Mutual Funds | — | — | $325K | 0.4% | |
| Fidelity Investments Fidelity US Bond Index Fund a | Common Collective Trusts | — | — | $227K | 0.3% | |
| PGIM Investments PGIM Glbl Total Rtrn Fd a | Other securities | — | — | $201K | 0.3% | |
| VANGUARD TARGET RETIREMENT 2065 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $191K | 0.2% | |
| VANGUARD TARGET RETIREMENT 2015 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $174K | 0.2% |
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 DB |
| — |
| WALTHAM, MA |
| INVESTMENT ADVISOR |
| $60K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEEHAN COMPANY CPA PC | — | BRIGHTWATER, NY | AUDITOR | $18K | — |
