Stephen Covey signed Riverkids Houston Therapy, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Riverkids Houston Therapy, LLC's EIN is 20-2594209.
Download the official 2024 Form 5500 (PDF) for Riverkids Houston Therapy, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Riverkids Houston Therapy, LLC's plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAI | — | DE PERE, WI | TPA | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSCS FINANCIAL | — | DENVER, CO | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Similar Party Investment Fair Value Mutual Funds Investco Moderate Investor A | Other securities | — | — | $2.2M | 37.3% | |
| Investco Oppenheimer Capital Appreciation A | Mutual Funds | — | — | $484K | 8.3% | |
| Investco Oppenheimer Discovery A | Mutual Funds | — | — | $454K | 7.8% | |
| Investco Oppenheimer Equity Income A | Mutual Funds | — | — | $398K | 6.8% | |
| Investco Oppenheimer Discovery Mid Cap Growth A | Mutual Funds | — | — | $351K | 6.0% | |
| Investco Active Allocation A | Other securities | — | — | $350K | 6.0% | |
| Investco Oppenheimer Global Opportunities A | Mutual Funds | — | — | $315K | 5.4% | |
| Investco Oppenheimer Rising Dividends A | Mutual Funds | — | — | $287K | 4.9% | |
| Investco Oppenheimer International Growth A | Mutual Funds | — | — | $269K | 4.6% | |
| Investco Oppenheimer Main Street A | Mutual Funds | — | — | $265K | 4.6% | |
| Investco Oppenheimer Main Street Mid Cap A | Mutual Funds | — | — | $179K | 3.1% | |
| Investco Oppenheimer Gold & Special Minerals A | Mutual Funds | — | — | $78K | 1.3% | |
| Investco Oppenheimer Limited-Term Bond A | Mutual Funds | — | — | $73K | 1.3% | |
| Investco Oppenheimer Real Estate A | Mutual Funds | — | — | $49K | 0.8% | |
| Participant Loans to Participants interest rate range 4.25% to 6.50% | Bonds / Notes | — | — | $39K | 0.7% | |
| Investco Oppenheimer Global Strategic Inc A | Mutual Funds | — | — | $30K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
