Rhonda West signed Ardex, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ardex, L.P.'s EIN is 20-0505554.
Download the official 2024 Form 5500 (PDF) for Ardex, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ardex, L.P.'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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $41K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth I | Other securities | — | — | $7.3M | 14.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $5.0M | 10.0% | |
| JP Morgan US Equity R6 | Other securities | — | — | $4.2M | 8.4% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $2.9M | 5.8% | |
| JP Morgan Mid Cap Value R6 | Other securities | — | — | $2.6M | 5.3% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $2.5M | 5.0% | |
| MFS International Diversification R6 | Mutual Funds | — | — | $2.3M | 4.7% | |
| JP Morgan Undiscovered Managers Behavioral Value R6 | Other securities | — | — | $2.3M | 4.6% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $2.3M | 4.5% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $2.1M | 4.2% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $2.0M | 4.1% | |
| MFS Value R6 | Mutual Funds | — | — | $2.0M | 4.1% | |
| Empower Fixed Account - Series Class VI | Other securities | — | — | $2.0M | 4.0% | |
| Carillon Eagle Mid Cap Growth R6 | Other securities | — | — | $1.6M | 3.2% | |
| Metropolitan West Total Return Bond I | Other securities | — | — | $1.3M | 2.6% | |
| Fidelity International Index | Mutual Funds | — | — | $1.3M | 2.5% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.2M | 2.4% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $1.1M | 2.1% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $757K | 1.5% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $687K | 1.4% | |
| GQG Partners Emerging Markets Stock | Other securities | — | — | $604K | 1.2% | |
| Vanguard Target Retirement Equity Institutional | Mutual Funds | — | — | $464K | 0.9% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $319K | 0.6% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $113K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $13K | — |
| MARSH & MCLENNAN COMPANIES INC | — | CHICAGO, IL | INVESTMENT ADVISOR | $8K | — |
| MMCSC | — | NEW YORK, NY | INVESTMENT ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROSSMAN YANAK & FORD LLP | — | PITTSBURGH, PA | AUDITOR | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARDEX LP | — | ALIQUIPPA, PA | OTHER | $25K | — |
