Luwam Weldegiorgis signed RM Acquisition, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RM Acquisition, LLC's EIN is 26-1440291.
Download the official 2024 Form 5500 (PDF) for RM Acquisition, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RM Acquisition, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $83K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * Principal Life Insurance Company Principal Global Investors - Large Cap S&P 500 Index Separate Account | Pooled Separate Accounts | — | — | $10.4M | 32.9% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $10.4M | 32.9% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $4.1M | 13.0% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $3.4M | 10.8% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $2.9M | 9.0% | |
| Principal Life Insurance Company Principal Global Investors - Mid Cap S&P 400 Index Separate Account | Pooled Separate Accounts | — | — | $2.0M | 6.3% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2.0M | 6.3% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.9M | 6.0% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $1.8M | 5.8% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.8M | 5.6% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.5M | 4.9% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $456K | 1.4% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $411K | 1.3% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $215K | 0.7% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $168K | 0.5% | |
| Vanguard Fiduciary Trust Company Vanguard PRIMECAP Fund Investor Shares | Mutual Funds | — | — | $161K | 0.5% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $147K | 0.5% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $93K | 0.3% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement Income | Mutual Funds | — | — | $35K | 0.1% | |
| Notes receivable * Participants Note receivable with an interest rate of 4.25%. - | Bonds / Notes | — | — | $24K | <0.1% | |
| Common collective trusts Great Gray Trust Company AB US Large Cap Growth CIT W Series Class L | Common Collective Trusts | — | — | $20K | <0.1% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $20K | <0.1% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $17K | <0.1% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $14K | <0.1% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $13K | <0.1% | |
| Fidelity Investments Fidelity Total International Index Fund | Common Collective Trusts | — | — | $10K | <0.1% | |
| Registered investment companies Fidelity Investments Fidelity US Bond Index | Mutual Funds | — | — | $6K | <0.1% | |
| PUTNAM LARGE CP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $5K | <0.1% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $3K | <0.1% | |
| * Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $1K | <0.1% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $1K | <0.1% | |
| VANGUARD RETIRE SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $0 | <0.1% |
