Janet Magnuson signed Richmond Home NEED Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Richmond Home NEED Services' EIN is 13-2688124.
Download the official 2024 Form 5500 (PDF) for Richmond Home NEED Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Richmond Home NEED Services' 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Capital World Growth and Income Fund Class R2 Mutual Fund N/A | Other securities | — | — | $633K | 29.8% | |
| Capital Income Builder Class R2 Mutual Fund N/A | Other securities | — | — | $499K | 23.5% | |
| Intermediate Bond Fund of America Class R2 Mutual Fund N/A | Other securities | — | — | $345K | 16.2% | |
| 2050 Target Date Retirement Fund Class R2 Mutual Fund N/A | Other securities | — | — | $83K | 3.9% | |
| The Bond Fund of America Class R2 Mutual Fund N/A | Other securities | — | — | $78K | 3.7% | |
| Participant Loans to 2029 N/A | Participant loans | — | — | $77K | 3.6% | |
| 2030 Target Date Retirement Fund Class R2 Mutual Fund N/A | Other securities | — | — | $69K | 3.2% | |
| 2035 Target Date Retirement Fund Class R2 Mutual Fund N/A | Other securities | — | — | $62K | 2.9% | |
| 2040 Target Date Retirement Fund Class R2 Mutual Fund N/A | Other securities | — | — | $54K | 2.6% | |
| 2025 Target Date Retirement Fund Class R2 Mutual Fund N/A | Other securities | — | — | $52K | 2.5% | |
| 2045 Target Date Retirement Fund Class R2 Mutual Fund N/A | Other securities | — | — | $50K | 2.3% | |
| 2055 Target Date Retirement Fund Class R2 Mutual Fund N/A | Other securities | — | — | $23K | 1.1% | |
| 2060 Target Date Retirement Fund Class R2 Mutual Fund N/A | Other securities | — | — | $17K | 0.8% | |
| U.S. Government Money Market Fund Mutual Fund N/A | Cash / Money Market | — | — | $16K | 0.7% | |
| The Growth Fund of America Class R2 Mutual Fund N/A | Other securities | — | — | $13K | 0.6% | |
| New Prospective Fund Class R2 Mutual Fund N/A | Other securities | — | — | $9K | 0.4% | |
| Investment Company of America Class R2 Mutual Fund N/A | Common Stocks | — | — | $8K | 0.4% | |
| Washington Mutual Investors Fund Class R2 Mutual Fund N/A | Other securities | — | — | $8K | 0.4% | |
| 2020 Target Date Retirement Fund Class R2 Mutual Fund N/A | Other securities | — | — | $7K | 0.3% | |
| 2065 Target Date Retirement Fund Class R2 Mutual Fund N/A | Other securities | — | — | $6K | 0.3% | |
| SmallCap World Fund Class R2 Mutual Fund N/A | Other securities | — | — | $5K | 0.2% | |
| EUPAC Fund Class R2 Mutual Fund N/A | Other securities | — | — | $5K | 0.2% | |
| American High-Income Trust Class R2 Mutual Fund N/A | Other securities | — | — | $4K | 0.2% | |
| 2010 Target Date Retirement Fund Class R2 Mutual Fund N/A | Other securities | — | — | $2K | <0.1% | |
| 2015 Target Date Retirement Fund Class R2 Mutual Fund N/A | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
