AMY Haney signed RBA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RBA, Inc.'s EIN is 20-4004667.
Download the official 2024 Form 5500 (PDF) for RBA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RBA, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $28K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GG TRP RET 2030 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $3.7M | 13.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.3M | 12.2% | |
| GG TRP RET 2045 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $3.1M | 11.8% | |
| GG TRP RET 2035 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $2.9M | 10.9% | |
| GG TRP RET 2040 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $2.9M | 10.9% | |
| GG TRP RET 2050 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $2.8M | 10.5% | |
| GG TRP RET 2055 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $1.4M | 5.4% | |
| AB LG CAP GRTH Z | Other securities | — | — | $1.3M | 5.0% | |
| GG TRP RET 2025 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $1.1M | 3.9% | |
| Vanguard Equity Income Admiral Fund | Mutual Funds | — | — | $700K | 2.6% | |
| GG TRP RET 2060 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $493K | 1.9% | |
| American Funds EuroPacific Growth Fund R6 | Mutual Funds | — | — | $439K | 1.6% | |
| Notes Receivable from participants | Other securities | — | $0 | $399K | 1.5% | |
| Managed Income Portfolio CL 1 | Other securities | — | — | $360K | 1.3% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $351K | 1.3% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $338K | 1.3% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $308K | 1.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $300K | 1.1% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $208K | 0.8% | |
| CBA SM CAP GR IS | Other securities | — | — | $162K | 0.6% | |
| MGL SMCP VAL R6 | Other securities | — | — | $121K | 0.5% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $113K | 0.4% | |
| GG TRP RET 2065 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $93K | 0.3% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $54K | 0.2% | |
| Metwest Total Return Bond Fund | Other securities | — | — | $33K | 0.1% | |
| MFS International New Discovery R6 | Mutual Funds | — | — | $26K | <0.1% | |
| AF Mortgage R6 | Other securities | — | — | $15K | <0.1% | |
| GG TRP RET 2020 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $11K | <0.1% | |
| Pioneer Strategic Income Fund | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
