Heather Carolan signed RFS Technologies Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RFS Technologies Inc.'s EIN is 13-3379797.
Download the official 2024 Form 5500 (PDF) for RFS Technologies Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RFS Technologies Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds | Mutual Funds | — | — | $4.1M | 14.1% | |
| Fidelity | Mutual Funds | — | — | $3.8M | 13.0% | |
| American Funds | Mutual Funds | — | — | $3.2M | 10.9% | |
| JP Morgan | Other securities | — | — | $2.5M | 8.6% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $2.5M | 8.6% | |
| Fidelity | Mutual Funds | — | — | $2.1M | 7.3% | |
| Federated | Other securities | — | — | $1.6M | 5.4% | |
| American Funds | Mutual Funds | — | — | $1.5M | 5.0% | |
| SEI Trust Company | Common Stocks | — | — | $1.2M | 4.3% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.3% | |
| JP Morgan | Other securities | — | — | $1.2M | 4.1% | |
| American Funds | Mutual Funds | — | — | $1.2M | 4.0% | |
| Hartford | Other securities | — | — | $938K | 3.2% | |
| PGIM | Other securities | — | — | $907K | 3.1% | |
| American Funds | Mutual Funds | — | — | $858K | 3.0% | |
| American Funds | Mutual Funds | — | — | $826K | 2.8% | |
| Touchstone | Other securities | — | — | $776K | 2.7% | |
| American Funds | Mutual Funds | — | — | $727K | 2.5% | |
| Fidelity | Mutual Funds | — | — | $698K | 2.4% | |
| Hartford | Other securities | — | — | $304K | 1.0% | |
| Participant Loans | Participant loans | — | — | $298K | 1.0% | |
| American Funds | Mutual Funds | — | — | $243K | 0.8% | |
| American Funds | Mutual Funds | — | — | $79K | 0.3% | |
| American Funds | Mutual Funds | — | — | $72K | 0.2% | |
| American Funds | Mutual Funds | — | — | $11K | <0.1% | |
| American Funds | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $100 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
