Natasha Fausher signed RCG Global Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RCG Global Services, Inc.'s EIN is 22-2032892.
Download the official 2024 Form 5500 (PDF) for RCG Global Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RCG Global Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $65K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund | Other securities | — | $143K | $12.0M | 25.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $34K | $7.0M | 15.2% | |
| PUTNAM LARGE CP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | $238K | $5.0M | 10.9% | |
| Fidelity Advisor Diversified Stock Fund | Mutual Funds | — | $117K | $4.4M | 9.4% | |
| Invesco Equity and Income Fund | Mutual Funds | — | $413K | $4.3M | 9.3% | |
| SEPARATE ACCOUNT * RCG Global Services Inc. Fixed Account | Pooled Separate Accounts | — | $344K | $3.6M | 7.8% | |
| AB Small Cap Growth Portfolio | Other securities | — | $27K | $2.0M | 4.3% | |
| PGIM Total Return Bond Fund | Other securities | — | $150K | $1.8M | 3.8% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | $32K | $1.6M | 3.5% | |
| FRANKLN SMALL CAP VALUE GG R GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | $57K | $1.2M | 2.6% | |
| PGIM Jennison Utility Fund | Other securities | — | $76K | $1.1M | 2.5% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | $76K | $1.0M | 2.2% | |
| S SHARES/UNITS Fidelity US Bond Index Fund | Mutual Funds | — | $62K | $630K | 1.4% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | $2K | $205K | 0.4% | |
| S * Principal LargeCap S&P 500 Index Separate Account-NE 926 | Pooled Separate Accounts | — | — | $138K | 0.3% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $138K | 0.3% | |
| NOTES RECEIVABLE FROM PARTICIPANTS Active loans have an interest rates ranging from 4.25% to 9.50% with maturities through 2034 | Bonds / Notes | — | — | $120K | 0.3% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | $3K | $46K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $26K | <0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | $2K | $24K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $23K | <0.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $8K | <0.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% |
