Tammy TOUT signed Robert James Sales, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Robert James Sales, Inc.'s EIN is 16-0993857.
Download the official 2024 Form 5500 (PDF) for Robert James Sales, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Robert James Sales, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $750 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LC MORGAN STANLEY | — | BALTIMORE, MD | NONE | $32K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The American Funds Group Growth Fund of America R6 | Mutual Funds | — | — | $2.7M | 16.3% | |
| The American Funds Group American FDS Invest Co Amer R6 | Mutual Funds | — | — | $2.4M | 14.2% | |
| The American Funds Group American Funds AMCAP R6 | Mutual Funds | — | — | $962K | 5.8% | |
| Vanguard Cash RSRV Fed MMKTADM | Mutual Funds | — | — | $942K | 5.7% | |
| The American Funds Group American Funds New Perspective R6 | Mutual Funds | — | — | $787K | 4.7% | |
| The American Funds Group American Funds TRGTDT 2040 R6 | Mutual Funds | — | — | $753K | 4.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $672K | 4.0% | |
| AMER FD CAPITAL INC BUILDER R6 Registered Investment Company | Common Stocks | — | — | $659K | 4.0% | |
| The American Funds Group American Funds TRGTDT 2030 R6 | Mutual Funds | — | — | $623K | 3.7% | |
| The American Funds Group American Funds New Economy R6 | Mutual Funds | — | — | $616K | 3.7% | |
| The American Funds Group American Funds TRGTDT 2035 R6 | Mutual Funds | — | — | $605K | 3.6% | |
| The American Funds Group American Balanced Fund R6 | Mutual Funds | — | — | $468K | 2.8% | |
| The American Funds Group Income Fund of America R6 | Mutual Funds | — | — | $451K | 2.7% | |
| The American Funds Group American Funds U.S. GOV SEC R6 | Mutual Funds | — | — | $321K | 1.9% | |
| Vanguard Intermediate Term BD IDX A | Common Collective Trusts | — | — | $215K | 1.3% | |
| The American Funds Group American Funds New World R6 | Mutual Funds | — | — | $160K | 1.0% | |
| The American Funds Group American Funds TRGTDT 2025 R6 | Mutual Funds | — | — | $122K | 0.7% | |
| Robert James Sales, Inc. 401(k) Plan * Participant Loans (interest rates ranging from 4.25% to 9.50%) | Bonds / Notes | — | — | $111K | 0.7% | |
| The American Funds Group Euro Pacific Growth R6 | Mutual Funds | — | — | $105K | 0.6% | |
| EUROPACIFIC GROWTH R6 Registered Investment Company | Common Stocks | — | — | $105K | 0.6% | |
| The American Funds Group American Funds TRGTDT 2045 R6 | Mutual Funds | — | — | $74K | 0.4% | |
| The American Funds Group American Funds TRGTDT 2055 R6 | Mutual Funds | — | — | $46K | 0.3% | |
| The American Funds Group American Funds TRGTDT 2060 R6 | Mutual Funds | — | — | $30K | 0.2% | |
| The American Funds Group American Funds TRGTDT 2050 R6 | Mutual Funds | — | — | $8K | <0.1% | |
| The American Funds Group American Funds TRGTDT 2015 R6 | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
