ALEX Wohlhueter signed Revenue Management Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Revenue Management Solutions, LLC's EIN is 20-2408441.
Download the official 2024 Form 5500 (PDF) for Revenue Management Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Revenue Management Solutions, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $53K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target RET 2045 " | Mutual Funds | — | — | $4.5M | 18.0% | |
| Fidelity Growth Company " | Mutual Funds | — | — | $4.0M | 16.1% | |
| Vanguard Target Ret 2040 " | Mutual Funds | — | — | $3.7M | 15.0% | |
| Vanguard Target RET 2055 " | Mutual Funds | — | — | $2.3M | 9.4% | |
| Vanguard 500 Index ADM " | Common Collective Trusts | — | — | $2.2M | 8.8% | |
| Vanguard Target Ret 2050 " | Mutual Funds | — | — | $1.9M | 7.5% | |
| Vanguard SM CAP IDX ADM " | Common Collective Trusts | — | — | $947K | 3.8% | |
| Vanguard Value IDX ADM " | Common Collective Trusts | — | — | $916K | 3.7% | |
| Vanguard Growth IDX ADM " | Common Collective Trusts | — | — | $865K | 3.5% | |
| Fidelity MID CAP IDX " | Common Collective Trusts | — | — | $672K | 2.7% | |
| Vanguard Target RET 2035 " | Mutual Funds | — | — | $397K | 1.6% | |
| Vanguard Equity Income " | Mutual Funds | — | — | $395K | 1.6% | |
| BLKRK HIGH YLD K " 323 * Fidelity Govt MMRK PRM Money Market | Mutual Funds | — | — | $237K | 1.0% | |
| Vanguard Target Ret 2030 " | Mutual Funds | — | — | $231K | 0.9% | |
| Vanguard Target RET INC " | Mutual Funds | — | — | $222K | 0.9% | |
| various maturity dates | Other securities | — | — | $221K | 0.9% | |
| Fidelity INTL Index " | Mutual Funds | — | — | $215K | 0.9% | |
| Vanguard Target Ret 2020 " | Mutual Funds | — | — | $173K | 0.7% | |
| AS Core Bond Inst " | Other securities | — | — | $150K | 0.6% | |
| Fidelity US Bond IDX " | Common Collective Trusts | — | — | $119K | 0.5% | |
| Vanguard Target RET 2060 " | Mutual Funds | — | — | $106K | 0.4% | |
| AF Europac Growth R6 " | Other securities | — | — | $96K | 0.4% | |
| AF INFL LINKED BD R6 " | Other securities | — | — | $78K | 0.3% | |
| Vanguard Target RET 2025 " | Mutual Funds | — | — | $63K | 0.3% | |
| Fidelity INFL PR BD IDX " | Common Collective Trusts | — | — | $60K | 0.2% | |
| Fidelity Puritan Mutual Fund | Mutual Funds | — | — | $48K | 0.2% | |
| Vanguard Target RET 2065 " | Mutual Funds | — | — | $39K | 0.2% | |
| Vanguard BAL Index ADM " | Mutual Funds | — | — | $29K | 0.1% | |
| MFS Conserv Allocation R4 " | 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.
