Grace Hernandez signed Rock West Composites, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rock West Composites, Inc.'s EIN is 20-5954438.
Download the official 2024 Form 5500 (PDF) for Rock West Composites, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rock West Composites, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $20K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Registered Investment Company | Mutual Funds | — | — | $2.7M | 23.6% | |
| Vanguard Target Retirement 2030 Fund Registered Investment Company | Mutual Funds | — | — | $2.2M | 18.7% | |
| Vanguard Target Retirement 2020 Fund Registered Investment Company | Mutual Funds | — | — | $1.5M | 13.2% | |
| Matrix Self-Direct Fund 1 Common stock, cash and cash equivalents, and exchange traded funds | Cash / Money Market | — | — | $1.1M | 9.1% | |
| Matrix Self-Direct Invest Fund 1 Matrix 0 | Other securities | — | — | $1.0M | 8.9% | |
| Vanguard Target Retirement 2040 Fund Registered Investment Company | Mutual Funds | — | — | $1.0M | 8.8% | |
| Vanguard S&P 500 ETF Registered Investment Company | Common Collective Trusts | — | — | $719K | 6.2% | |
| Oakmark Investor Registered Investment Company | Common Stocks | — | — | $459K | 3.9% | |
| iShares TIPS Bond ETF Registered Investment Company 737 JPMorgan Growth Advantage R4 Registered Investment Company | Common Stocks | — | — | $334K | 2.9% | |
| Vanguard Small Cap Growth ETF Registered Investment Company | Mutual Funds | — | — | $296K | 2.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $193K | 1.7% | |
| Notes receivable from participants 5.25% - 10.50% | Bonds / Notes | — | — | $193K | 1.7% | |
| Vanguard Mid Cap Growth Index ETF Registered Investment Company | Mutual Funds | — | — | $166K | 1.4% | |
| Vanguard Small Cap Value Index ETF Registered Investment Company | Mutual Funds | — | — | $75K | 0.6% | |
| T. Rowe Price Global Stock I Registered Investment Company | Common Stocks | — | — | $75K | 0.6% | |
| Energy Select Sector SPDR ETF Registered Investment Company | Common Stocks | — | — | $69K | 0.6% | |
| Vanguard FTSE Developed Markets ETF Registered Investment Company | Mutual Funds | — | — | $65K | 0.6% | |
| Western Asset Core Plus Bond I Registered Investment Company | Common Stocks | — | — | $62K | 0.5% | |
| Parametric International Equity I Registered Investment Company | Common Stocks | — | — | $62K | 0.5% | |
| T. Rowe Price DivMid Cap Gr Inv Registered Investment Company | Common Stocks | — | — | $62K | 0.5% | |
| American Funds New Perspective F-1 Registered Investment Company | Mutual Funds | — | — | $60K | 0.5% | |
| Vanguard High Yield Corp Inv Registered Investment Company | Mutual Funds | — | — | $58K | 0.5% | |
| Vanguard Real Estate Index ETF Registered Investment Company | Mutual Funds | — | — | $52K | 0.4% | |
| Vanguard Short-Term Bond ETF Registered Investment Company | Mutual Funds | — | — | $43K | 0.4% | |
| Vanguard Total Bond Market ETF Registered Investment Company | Mutual Funds | — | — | $41K | 0.4% | |
| Buffalo Mid Cap Discovery Inv Registered Investment Company | Common Stocks | — | — | $39K | 0.3% | |
| Leuthold Core Investment Fund Registered Investment Company | Common Stocks | — | — | $39K | 0.3% | |
| Utilities Select Sector SPDR ETF Registered Investment Company | Common Stocks | — | — | $30K | 0.3% | |
| TD Bank Institutional Money Market Money Market | Cash / Money Market | — | — | $28K | 0.2% | |
| Fidelity Advisor Mid Cap Value A Registered Investment Company | Mutual Funds | — | — | $25K | 0.2% | |
| Vanguard FTSE Emerging Markets ETF Registered Investment Company | Mutual Funds | — | — | $24K | 0.2% | |
| Matrix Self-Direct Cash Fund 1 Matrix 0 | Cash / Money Market | — | — | $23K | 0.2% | |
| Vanguard Extended Duration Treasury ETF Registered Investment Company | Mutual Funds | — | — | $18K | 0.2% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
