Allie Carlson signed RLC Engineering, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RLC Engineering, LLC's EIN is 20-5648923.
Download the official 2024 Form 5500 (PDF) for RLC Engineering, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RLC Engineering, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BPAS | 16-1503696 | UTICA, NY | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALMARK ADVISORS, INC. | — | FALMOUTH, ME | ADVISOR | $31K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $2.5M | 15.1% | |
| Charles Schwab Self-Directed Brokerage | Self-Directed Brokerage | — | — | $2.0M | 12.1% | |
| American Funds 2030 TDATE R6 Mutual Fund | Mutual Funds | — | — | $1.6M | 9.7% | |
| American Funds 2035 TDATE R6 Mutual Fund | Mutual Funds | — | — | $1.3M | 7.8% | |
| Vanguard Windsor II Admiral Mutual Fund | Mutual Funds | — | — | $1.1M | 6.7% | |
| American Funds 2055 TDATE R6 Mutual Fund | Mutual Funds | — | — | $1.1M | 6.6% | |
| American Funds 2050 TDATE R6 Mutual Fund | Mutual Funds | — | — | $814K | 4.9% | |
| American Funds 2040 TDATE R6 Mutual Fund | Mutual Funds | — | — | $794K | 4.8% | |
| JH Disciplined Val Mid Cap I Mutual Fund | Other securities | — | — | $736K | 4.5% | |
| Vanguard Mid-Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $521K | 3.2% | |
| American Funds 2060 TDATE R6 Mutual Fund | Mutual Funds | — | — | $519K | 3.2% | |
| Vanguard Small-Cap Index Adm Mutual Fund | Mutual Funds | — | — | $511K | 3.1% | |
| Vanguard Federal Money Market Mutual Fund | Mutual Funds | — | — | $496K | 3.0% | |
| Vanguard Ttl Int'l Stk Ind Adm Mutual Fund | Mutual Funds | — | — | $388K | 2.4% | |
| John Hancock Balanced R6 Mutual Fund | Other securities | — | — | $342K | 2.1% | |
| Macquarie SM Cap Grwth Y Mutual Fund | Other securities | — | — | $335K | 2.0% | |
| American Funds 2025 TDATE R6 Mutual Fund | Mutual Funds | — | — | $218K | 1.3% | |
| American Funds 2045 TDATE R6 Mutual Fund | Mutual Funds | — | — | $183K | 1.1% | |
| Vanguard Growth Index Admiral Mutual Fund | Mutual Funds | — | — | $181K | 1.1% | |
| Pimco Total Return Instl Mutual Fund | Mutual Funds | — | — | $179K | 1.1% | |
| Vanguard Interm-Tm Bd Idx Adm Mutual Fund | Common Collective Trusts | — | — | $168K | 1.0% | |
| American Funds 2065 TDATE R6 Mutual Fund | Mutual Funds | — | — | $91K | 0.6% | |
| Participant Loans Interest at 3.5% to 8.5% | Bonds / Notes | — | — | $76K | 0.5% | |
| Janus Henderson Overseas I Mutual Fund | Mutual Funds | — | — | $71K | 0.4% | |
| Vanguard Inflatn-Prot Sec Adm Mutual Fund | Mutual Funds | — | — | $67K | 0.4% | |
| American Funds 2015 TDATE R6 Mutual Fund | Mutual Funds | — | — | $61K | 0.4% | |
| Heartland Value Plus Instl Mutual Fund | Other securities | — | — | $56K | 0.3% | |
| American Funds Cap WLD BD R6 Mutual Fund | Mutual Funds | — | — | $49K | 0.3% | |
| American Funds 2020 TDATE R6 Mutual Fund | Mutual Funds | — | — | $39K | 0.2% | |
| VANGUARD 100% FIXED INCOME MANAGED HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 089 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD 20/80-CONSERVATIVE MANAGED HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 090 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD 40/60-MODERATE MANAGED TRU HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 091 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD 60/40-MOD AGGRESSIVE MANAG HAND BENEFITS & TRUST COMPANY · EIN 77-1977743 / PN 092 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD 80/20-AGGRESSIVE MANAGED T HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 094 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD 100% EQUITY MANAGED TRUST HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 095 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD 70/30-MOD AGGR GROWTH MANA HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 093 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
