Sitotaw Fantaye signed Mueser Rutledge Consulting Engineers PLLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mueser Rutledge Consulting Engineers PLLC's EIN is 13-1669034.
Download the official 2024 Form 5500 (PDF) for Mueser Rutledge Consulting Engineers PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mueser Rutledge Consulting Engineers PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | SERVICE PROVIDER | $177 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | — | NASHVILLE, TN | ADVISOR | $62K | — |
| PROACCOUNT |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Mutual Funds | — | — | $4.5M | 9.9% | |
| * Nationwide Life Insurance Company Fixed Select Option - at contract value | Guaranteed Income / GIC | — | — | $3.7M | 8.0% | |
| Frost Total Return Bond Inst | Other securities | — | — | $2.9M | 6.4% | |
| Alliance Bernstein Large Cap Growth Fund I | Other securities | — | — | $2.9M | 6.3% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $2.4M | 5.3% | |
| Franklin Growth Adv | Mutual Funds | — | — | $2.3M | 5.1% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $2.1M | 4.6% | |
| Blackrock Equity Dividend Intuitional | Other securities | — | — | $2.0M | 4.5% | |
| Vanguard International Growth Admiral | Mutual Funds | — | — | $2.0M | 4.4% | |
| American Funds New World R6 | Mutual Funds | — | — | $1.9M | 4.2% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $1.7M | 3.6% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $1.6M | 3.5% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $1.3M | 2.9% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $1.3M | 2.9% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $1.2M | 2.5% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $1.1M | 2.4% | |
| DFA US Small Cap I | Mutual Funds | — | — | $1.1M | 2.4% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $956K | 2.1% | |
| Principal Midcap R6 | Other securities | — | — | $846K | 1.8% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $812K | 1.8% | |
| American Funds Small Cap World R6 | Mutual Funds | — | — | $782K | 1.7% | |
| JP Morgan Chase International Equity Fund Class R6 | Other securities | — | — | $656K | 1.4% | |
| Nationwide International Index Instl | Other securities | — | — | $654K | 1.4% | |
| Vanguard Wellesley Income Inv | Mutual Funds | — | — | $422K | 0.9% | |
| Lazard Global Listed Infrastructure Equity Fund | Other securities | — | — | $401K | 0.9% | |
| MFS Research International MFS Research International Fund Class R6 | Mutual Funds | — | — | $366K | 0.8% | |
| Blackrock High Yield Bd Pork K | Other securities | — | — | $360K | 0.8% | |
| Vanguard Strategic Equity Inv | Mutual Funds | — | — | $317K | 0.7% | |
| maturing at various dates through April 2031 | Other securities | — | — | $267K | 0.6% | |
| Vanguard GNMA Inv | Agency / Mortgage-Backed | — | — | $252K | 0.6% | |
| DFA US Core Equity 1 | Mutual Funds | — | — | $243K | 0.5% | |
| Vanguard Long-Term Treasury Index Fund Admiral Shares | Common Collective Trusts | — | — | $236K | 0.5% | |
| Vanguard Small Cap Growth Index Fund Admiral | Common Collective Trusts | — | — | $221K | 0.5% | |
| Trillium ESG Global Equity Fund | Other securities | — | — | $218K | 0.5% | |
| Vanguard Selected Value Inv | Mutual Funds | — | — | $182K | 0.4% | |
| Vanguard Target Retirement 2015 Inv | Mutual Funds | — | — | $129K | 0.3% | |
| JP Morgan Chase JP Morgan Core Bond R6 | Other securities | — | — | $125K | 0.3% | |
| Invesco Small Cap Growth I | Mutual Funds | — | — | $117K | 0.3% | |
| MFS Global Total Return R4 | Mutual Funds | — | — | $114K | 0.2% | |
| Legg Mason BW Global Opportunities BD I | Other securities | — | — | $57K | 0.1% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $47K | 0.1% | |
| Nationwide Inv Dest Cnsrv I | Other securities | — | — | $39K | <0.1% | |
| Franklin Small Cap Value Adv | Mutual Funds | — | — | $26K | <0.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $20K | <0.1% | |
| Pimco Real Return Instl Fund | Mutual Funds | — | — | $13K | <0.1% | |
| JP Morgan Chase Large Cap Growth Fund Class R6 | Other securities | — | — | $9K | <0.1% | |
| Dodge & Cox International Stock Fund Class I | Mutual Funds | — | — | $9K | <0.1% | |
| Goldman Sachs GCQ Partners International Opportunities Fund Class R6 | Other securities | — | — | $9K | <0.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $9K | <0.1% | |
| Nationwide Loomis All Cap Growth Fund R6 | 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.
| 73-0988442 |
| COLUMBUS, OH |
| INVESTMENT ADVISORY |
| $353 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCIERGE RETIREMENT SERVICES | — | RYE BROOK, NY | TPA | $2K | — |
