James RUGH signed Composidie, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Composidie, Inc.'s EIN is 25-1232176.
Download the official 2024 Form 5500 (PDF) for Composidie, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Composidie, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — | RECORDKEEPER / CUSTODIAN | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAPANOWICZ & ASSOCIATES | — | PITTSBURGH, PA | INVESTMENT ADVISOR | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Growth Fund of N/R | Mutual Funds | — | — | $7.1M | 27.2% | |
| America R6 Mutual Fund American Funds Washington Mutual N/R | Mutual Funds | — | — | $3.7M | 14.0% | |
| FEDERATED HERMES CAPITAL PRES FEDERATED · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.8M | 6.8% | |
| R6 Mutual Fund American Funds Target Retirement N/R | Mutual Funds | — | — | $1.2M | 4.7% | |
| Date 2035 R6 Mutual Fund American Funds Target Retirement N/R | Mutual Funds | — | — | $1.1M | 4.3% | |
| Date 2040 R6 Mutual Fund American Funds American Mutual N/R | Mutual Funds | — | — | $1.0M | 3.9% | |
| R6 * Mutual Fund Vanguard 500 Index Admiral N/R | Common Collective Trusts | — | — | $965K | 3.7% | |
| American Funds Target Retirement N/R | Mutual Funds | — | — | $940K | 3.6% | |
| Date 2030 R6 Mutual Fund American Funds American Balanced N/R | Mutual Funds | — | — | $822K | 3.2% | |
| R6 Mutual Fund American Funds Smallcap World R6 N/R | Mutual Funds | — | — | $801K | 3.1% | |
| American Funds Target Retirement N/R | Mutual Funds | — | — | $792K | 3.0% | |
| Date 2045 R6 Mutual Fund American Funds Target Retirement N/R | Mutual Funds | — | — | $721K | 2.8% | |
| Date 2050 R6 Mutual Fund American Funds Target Retirement N/R | Mutual Funds | — | — | $658K | 2.5% | |
| Date 2025 R6 Mutual Fund American Funds EuroPacific Growth N/R | Mutual Funds | — | — | $595K | 2.3% | |
| R6 Mutual Fund American Funds Target Retirement N/R | Mutual Funds | — | — | $581K | 2.2% | |
| Date 2060 R6 Mutual Fund TIAA-CREF Small Cap Blend Index N/R | Mutual Funds | — | — | $444K | 1.7% | |
| Institutional Class Mutual Fund American Funds Target Retirement N/R | Mutual Funds | — | — | $406K | 1.6% | |
| Date 2055 R6 Mutual Fund PIMCO Total Return Institutional N/R | Mutual Funds | — | — | $403K | 1.5% | |
| American Funds Target Retirement N/R | Mutual Funds | — | — | $272K | 1.0% | |
| Date 2020 R6 Mutual Fund American Funds Capital World N/R | Mutual Funds | — | — | $266K | 1.0% | |
| Growth and Income R6 * Mutual Fund Vanguard Mid Cap Index Admiral N/R | Mutual Funds | — | — | $262K | 1.0% | |
| Vanguard Inflation-Protected N/R | Mutual Funds | — | — | $237K | 0.9% | |
| Securities Admiral Mutual Fund American Funds Capital Income N/R | Mutual Funds | — | — | $210K | 0.8% | |
| Participant Loans Interest rates at 4.25% through $0 | Bonds / Notes | — | — | $186K | 0.7% | |
| Builder R6 Mutual Fund Metropolitan West Total Return N/R | Other securities | — | — | $158K | 0.6% | |
| Bond I Mutual Fund American Funds Income Fund of N/R | Mutual Funds | — | — | $71K | 0.3% | |
| America R6 * Mutual Fund Vanguard REIT Index Admiral N/R | Mutual Funds | — | — | $64K | 0.2% | |
| American Funds U.S. Government N/R | Mutual Funds | — | — | $62K | 0.2% | |
| Securities R6 * Mutual Fund Vanguard Total International Stock N/R | Mutual Funds | — | — | $30K | 0.1% | |
| Index Admiral Mutual Fund American Funds Target Retirement N/R | Mutual Funds | — | — | $17K | <0.1% | |
| Date 2015 R6 Mutual Fund American Funds Target Retirement N/R | Mutual Funds | — | — | $10K | <0.1% |
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 |
|---|---|---|---|---|---|
| DEFINITI, LLC | — | THE WOODLANDS, TX | TPA | $10K | — |
