Bobbi Moyer signed RSM Maintenance, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RSM Maintenance, LLC's EIN is 11-3709518.
Download the official 2024 Form 5500 (PDF) for RSM Maintenance, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RSM Maintenance, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Global Investments Principal LargeCap S&P 500 Index Separate Account-NE | Pooled Separate Accounts | — | — | $1.4M | 37.7% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.4M | 37.7% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $479K | 12.4% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $306K | 7.9% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $280K | 7.3% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $267K | 6.9% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $240K | 6.2% | |
| STABLE VALUE FIXD INC CIT CL 1 ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $212K | 5.5% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2055 Premier Fund | Mutual Funds | — | — | $119K | 3.1% | |
| Great Gray Trust Company AB US Large Cap Growth CIT W Series Class L | Common Collective Trusts | — | — | $110K | 2.9% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $110K | 2.9% | |
| Notes receivable from participants Interest rates ranging from 4.25% - 9.50% | Bonds / Notes | — | — | $66K | 1.7% | |
| Fidelity Management Trust Company Fidelity 500 Index Fund | Common Collective Trusts | — | — | $52K | 1.4% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2065 Premier Fund | Mutual Funds | — | — | $51K | 1.3% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2050 Premier Fund | Mutual Funds | — | — | $39K | 1.0% | |
| Money market fund - Vanguard Federal MM Inv Fund | Mutual Funds | — | — | $36K | 0.9% | |
| (E) | Other securities | — | — | $35K | 0.9% | |
| PUTNAM LARGE CP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $35K | 0.9% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2060 Premier Fund | Mutual Funds | — | — | $28K | 0.7% | |
| Fidelity Management Trust Company Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $20K | 0.5% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2025 Premier Fund | Mutual Funds | — | — | $18K | 0.5% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2045 Premier Fund | Mutual Funds | — | — | $12K | 0.3% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2030 Premier Fund | Mutual Funds | — | — | $10K | 0.3% | |
| JOHN HANCOCK CR PL FX IN TR I2 JOHN HANCOCK TRUST COMPANY · EIN 45-2395022 / PN 002 | Common Collective Trust | — | — | $5K | 0.1% | |
| MFS Investment Management MFS International Diversification R6 Fund | Mutual Funds | — | — | $5K | 0.1% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2035 Premier Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Management Trust Company Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| FRANKLN SMALL CAP VALUE GG R GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $1K | <0.1% |
