Neil Daley signed Bill RAPP, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bill RAPP, Inc.'s EIN is 15-0565972.
Download the official 2022 Form 5500 (PDF) for Bill RAPP, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Bill RAPP, Inc.'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 |
|---|---|---|---|---|---|
| EVEREST CONSULTANTS | 16-1526768 | — | INVESTMENT ADVISOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MVP PLAN ADMINISTRATORS, INC. | 56-2263714 | — | THIRD PARTY ADMINISTRATOR | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Bank Vanguard Target Retirement 2040 | Mutual Funds | — | — | $564K | 11.4% | |
| Charles Schwab Bank Vanguard Target Retirement 2030 | Mutual Funds | — | — | $408K | 8.2% | |
| ** Charles Schwab Bank Vanguard Target Retirement 2025 | Mutual Funds | — | — | $379K | 7.6% | |
| ** Charles Schwab Bank Vanguard Total Stock Market Index | Common Collective Trusts | — | — | $297K | 6.0% | |
| ** Charles Schwab Bank Vanguard Target Retirement 2050 | Mutual Funds | — | — | $233K | 4.7% | |
| ** Charles Schwab Bank JP Morgan Equity Income | Mutual Funds | — | — | $219K | 4.4% | |
| ** Charles Schwab Bank USAA Nasdaq 100 Index | Mutual Funds | — | — | $215K | 4.3% | |
| ** Charles Schwab Bank Vanguard Developed Market Index | Mutual Funds | — | — | $203K | 4.1% | |
| Charles Schwab Bank Vanguard Target Retirement 2045 | Mutual Funds | — | — | $196K | 4.0% | |
| Charles Schwab Bank Vanguard Target Retirement Income | Mutual Funds | — | — | $182K | 3.7% | |
| ** Charles Schwab Bank Baird Aggregate Bond Institutional | Mutual Funds | — | — | $123K | 2.5% | |
| ** Charles Schwab Bank Vanguard Mid Cap Index Fund * 507 - ** Charles Schwab Bank Vanguard Short-Term Investment Grade | Common Collective Trusts | — | — | $122K | 2.5% | |
| Charles Schwab Bank Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $122K | 2.5% | |
| -- ** Charles Schwab Bank Oppenheimer Intl Small Mid Co | Mutual Funds | — | — | $112K | 2.3% | |
| ** Charles Schwab Bank Capital World Bond Fund * 2 - ** Charles Schwab Bank AB Small Cap Growth | Mutual Funds | — | — | $110K | 2.2% | |
| Charles Schwab Bank Vanguard Target Retirement 2035 | Mutual Funds | — | — | $108K | 2.2% | |
| Charles Schwab Bank AB Discovery Growth Fund | Mutual Funds | — | — | $108K | 2.2% | |
| PARTICIPANT-DIRECTED INVESTMENTS ** Charles Schwab Bank Schwab Bank Savings * 672 - ** Charles Schwab Bank Blackrock High Yield Bond Fund | Mutual Funds | — | — | $102K | 2.1% | |
| ** Charles Schwab Bank Blackrock Strategic Income Opportunity | Mutual Funds | — | — | $100K | 2.0% | |
| Participant Notes Receivable Notes receivable at various maturity dates and interest rates ranging from 3.25% to 6.50% | Bonds / Notes | — | — | $89K | 1.8% | |
| Charles Schwab Bank Vanguard Small Cap Value Index | Mutual Funds | — | — | $84K | 1.7% | |
| Charles Schwab Bank American Funds New Perspective | Mutual Funds | — | — | $83K | 1.7% | |
| Apple Inc. 494 Shares | Common Stocks | — | $27K | $64K | 1.3% | |
| ** Charles Schwab Bank Vanguard Target Retirement 2055 | Mutual Funds | — | — | $37K | 0.8% | |
| Vanguard Inflation Protected 1,596 Shares | Mutual Funds | — | $42K | $37K | 0.7% | |
| Berkshire Hathaway 113 Shares | Other securities | — | $24K | $35K | 0.7% | |
| Healthcare Trust Inc 2,198 Shares | Common Stocks | — | $47K | $33K | 0.7% | |
| Vanguard Intermediate 425 Shares | Mutual Funds | — | $41K | $33K | 0.7% | |
| Blackrock Strategic Income 3,242 Shares | Other securities | — | $30K | $30K | 0.6% | |
| Vanguard High Dividend Yield 265 Shares | Mutual Funds | — | $22K | $29K | 0.6% | |
| Vanguard Value 203 Shares | Mutual Funds | — | $22K | $28K | 0.6% | |
| First Trust Preferred 1,592 Shares | Other securities | — | $32K | $27K | 0.5% | |
| Vanguard Mid Cap Value 381 Shares | Mutual Funds | — | $23K | $27K | 0.5% | |
| Vanguard Small Cap Index 297 Shares | Mutual Funds | — | $24K | $26K | 0.5% | |
| Franklin BSP Lending 3,373 Shares | Mutual Funds | — | $35K | $25K | 0.5% | |
| Vanguard S&P 500 70 Shares | Common Collective Trusts | — | $19K | $25K | 0.5% | |
| Blackrock High Equity 903 Shares | Other securities | — | $25K | $25K | 0.5% | |
| ** Charles Schwab Bank Calamos Market Neutral Income | Mutual Funds | — | — | $22K | 0.4% | |
| Vanguard FTSE Developed 510 Shares | Mutual Funds | — | $24K | $21K | 0.4% | |
| Invesco QQQ Trust 75 Shares | Mutual Funds | — | $15K | $20K | 0.4% | |
| Blackrock High Yield Bond 2,988 Shares | Other securities | — | $23K | $20K | 0.4% | |
| Vanguard Total 410 Shares | Mutual Funds | — | $23K | $19K | 0.4% | |
| Vanguard FTSE Emerging 250 Shares | Mutual Funds | — | $13K | $10K | 0.2% | |
| Charles Schwab Bank BNY Mellon Small Cap Stock Index | Mutual Funds | — | — | $9K | 0.2% | |
| Charles Schwab Bank Vanguard Target Retirement 2065 | Mutual Funds | — | — | $7K | 0.1% | |
| ** Charles Schwab Bank Vanguard Target Retirement 2020 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
