Sherry Mailman signed RPS Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RPS Holdings, Inc.'s EIN is 20-5006919.
Download the official 2024 Form 5500 (PDF) for RPS Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RPS Holdings, Inc.'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 |
|---|---|---|---|---|---|
| JAMES T MURFEE | 41-9747171 | BIRMINGHAM, AL | BROKER/DEALER | — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Putnam Dynamic Asset Allocation Growth Fund Pooled separate account | Pooled Separate Accounts | — | — | $846K | 15.9% | |
| PUTNAM DYNMC ASST ALL GRW F R6 VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $846K | 15.9% | |
| Putnam Dynamic Asset Allocation Balanced Fund Pooled separate account | Pooled Separate Accounts | — | — | $838K | 15.8% | |
| PUTNAM DYNMC ASST ALL BAL F R6 VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $838K | 15.8% | |
| Target Retirement 2035 Fund Pooled separate account | Pooled Separate Accounts | — | — | $812K | 15.3% | |
| VANGRD TRGT RETIRE 2035 FD VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $812K | 15.3% | |
| VOYA FIXED ACCOUNT (4062) VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $524K | 9.9% | |
| VOYA Fixed Account Investment contract | Other securities | — | — | $474K | 8.9% | |
| Target Retirement 2030 Fund Pooled separate account | Pooled Separate Accounts | — | — | $444K | 8.4% | |
| VANGRD TRGT RETIRE 2030 FD VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $444K | 8.4% | |
| Putnam Dynamic Asset Allocation Conservative Fund Pooled separate account | Pooled Separate Accounts | — | — | $374K | 7.0% | |
| PUTNAM DYNMC ASST ALL CON F R6 VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $374K | 7.0% | |
| Target Retirement 2050 Fund Pooled separate account | Pooled Separate Accounts | — | — | $268K | 5.0% | |
| VANGRD TRGT RETIRE 2050 FD VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $268K | 5.0% | |
| Target Retirement 2040 Fund Pooled separate account | Pooled Separate Accounts | — | — | $225K | 4.2% | |
| VANGRD TRGT RETIRE 2040 FD VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $225K | 4.2% | |
| Target Retirement 2020 Fund Pooled separate account | Pooled Separate Accounts | — | — | $142K | 2.7% | |
| VANGRD TRGT RETIRE 2020 FD VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $142K | 2.7% | |
| AMERICAN FUNDS AM BALANCED R6 VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $104K | 2.0% | |
| Target Retirement 2055 Fund Pooled separate account | Pooled Separate Accounts | — | — | $99K | 1.9% | |
| VANGRD TRGT RETIRE 2055 FD VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $99K | 1.9% | |
| VANGRD TRGT RETIRE 2060 FD VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $90K | 1.7% | |
| Target Retirement 2060 Fund Pooled separate account | Pooled Separate Accounts | — | — | $90K | 1.7% | |
| Target Retirement 2045 Fund Pooled separate account | Pooled Separate Accounts | — | — | $79K | 1.5% | |
| VANGRD TRGT RETIRE 2045 FD VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $79K | 1.5% | |
| INVESCO DIVRSD DIVIDEND FD R6 VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $69K | 1.3% | |
| Target Retirement 2025 Fund Pooled separate account | Pooled Separate Accounts | — | — | $59K | 1.1% | |
| VANGRD TRGT RETIRE 2025 FD VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $59K | 1.1% | |
| DFA US TARGETED VL PORT INS VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $49K | 0.9% | |
| Growth Fund Pooled separate account | Pooled Separate Accounts | — | — | $48K | 0.9% | |
| AMERICAN FUNDS GROWTH FND R6 VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $48K | 0.9% | |
| Victory Sycamore Established Value Fund Pooled separate account | Pooled Separate Accounts | — | — | $48K | 0.9% | |
| VICTORY SYCMR EST VL FD R6 VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $48K | 0.9% | |
| Target Retirement Income Fund Pooled separate account | Pooled Separate Accounts | — | — | $48K | 0.9% | |
| VANGRD TRGT RETIRE INC FD VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $48K | 0.9% | |
| VANGRD ENERGY FUND ADM VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $43K | 0.8% | |
| DFA Inflation-Protected Securities Portfolio Pooled separate account | Pooled Separate Accounts | — | — | $20K | 0.4% | |
| DFA INFL-PROT SEC PORT INS VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $20K | 0.4% | |
| Fundamental Investors Fund Pooled separate account | Pooled Separate Accounts | — | — | $17K | 0.3% | |
| AMERICAN FUNDS FDMNTL INV R6 VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $17K | 0.3% | |
| Target Retirement 2065 Fund Pooled separate account 808 Target Retirement 2070 Fund Pooled separate account | Pooled Separate Accounts | — | — | $11K | 0.2% | |
| VANGRD TRGT RETIRE 2070 FD VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $11K | 0.2% | |
| PGIM HIGH YIELD FUND R6 VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $9K | 0.2% | |
| WILL BLAIR INST INTL GROWTH FD VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $7K | 0.1% | |
| DFA REAL ESTATE SECS PORT INS VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $6K | 0.1% | |
| American Beacon International Equity Fund Pooled separate account | Pooled Separate Accounts | — | — | $5K | <0.1% | |
| AMER BCN INTL EQUITY R5 VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $5K | <0.1% | |
| VOYA INTERMEDIATE BOND FUND R6 VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $5K | <0.1% | |
| New Perspective Fund Pooled separate account | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| AMERICAN FUNDS NW PRSPCTV R6 VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.