Tammy J BUBB signed Donald B. Remmey, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Donald B. Remmey, Inc.'s EIN is 23-1543293.
Download the official 2024 Form 5500 (PDF) for Donald B. Remmey, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Donald B. Remmey, 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 |
|---|---|---|---|---|---|
| KREISCHER MILLER | 23-1980475 | — | NONE | $10K | — |
| FULTON BANK, N.A. | 23-1928421 | — | NONE | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Target Retirement Fund R6 | Mutual Funds | — | — | $712K | 15.5% | |
| American Funds 2055 Target Retirement Fund R6 | Mutual Funds | — | — | $614K | 13.4% | |
| PIMCO International Bond (USD Hedged) Cl A | Mutual Funds | — | — | $577K | 12.6% | |
| American Funds 2025 Target Retirement Fund R6 | Mutual Funds | — | — | $505K | 11.0% | |
| American Funds 2045 Target Retirement Fund R6 | Mutual Funds | — | — | $394K | 8.6% | |
| Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $298K | 6.5% | |
| Fidelity Balanced Fund | Mutual Funds | — | — | $242K | 5.3% | |
| Vanguard Total Bond Market Index Fund Admiral Cl | Common Collective Trusts | — | — | $202K | 4.4% | |
| Vanguard 500 Index Fund Admiral Cl | Common Collective Trusts | — | — | $200K | 4.4% | |
| Goldman Sachs Financial Square Government Fund Inst Cl | Other securities | — | — | $192K | 4.2% | |
| Vanguard Materials Index Fund Admiral Cl 44 Vanguard Mid Cap Index Fund Admiral Cl | Common Collective Trusts | — | — | $132K | 2.9% | |
| MFS Mid Cap Growth Fund Cl R3 | Mutual Funds | — | — | $120K | 2.6% | |
| Vanguard Equity Income Fund Admiral Cl | Mutual Funds | — | — | $119K | 2.6% | |
| T Rowe Price Integrated U.S. Small Cap Growth Equity Fund | Mutual Funds | — | — | $83K | 1.8% | |
| Vanguard Dividend Growth Fund Inv Cl | Mutual Funds | — | — | $51K | 1.1% | |
| Principal Real Estate Securities Fd R6 | Other securities | — | — | $24K | 0.5% | |
| American Funds New World Fund Cl R6 | Mutual Funds | — | — | $24K | 0.5% | |
| MFS International Growth Fund R6 | Mutual Funds | — | — | $22K | 0.5% | |
| Harbor Small Cap Value Fund Retire Cl | Other securities | — | — | $21K | 0.5% | |
| PGIM Total Return Bond Fund R6 | Other securities | — | — | $12K | 0.3% | |
| Vanguard Small Cap Value Index Fund Admiral Cl | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard Mid Cap Value Index Fund Admiral Cl | Common Collective Trusts | — | — | $2K | <0.1% | |
| Goldman Sachs Financial Square Treasury Fund Instl Cl | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
