Julia AMY WNEK signed RQM+'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RQM+'s EIN is 26-2573999.
Download the official 2024 Form 5500 (PDF) for RQM+ from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RQM+'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $68K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METRO BENEFITS, INC. | — | PITTSBURGH, PA | CONTRACT ADMIN | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, LLP | — | GRAND RAPIDS, MI | AUDITOR | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $4.8M | 14.5% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $4.4M | 13.1% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $2.7M | 8.2% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $2.2M | 6.6% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $2.1M | 6.2% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $1.9M | 5.8% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.9M | 5.7% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $1.7M | 5.2% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $1.6M | 4.9% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $1.5M | 4.6% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $1.3M | 3.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.0M | 3.2% | |
| Hartford Intl Opportunities Y | Other securities | — | — | $1.0M | 3.1% | |
| Fixed Annuity Empower Annuity Key Guaranteed Portfolio Fund * Insurance Company | Common Stocks | — | — | $1.0M | 3.0% | |
| Fidelity Advisor Total Bond Z | Mutual Funds | — | — | $736K | 2.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $599K | 1.8% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $564K | 1.7% | |
| MFS Value Fund Class R6 | Mutual Funds | — | — | $549K | 1.7% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $358K | 1.1% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $243K | 0.7% | |
| All Spring Special Mid Cap Value R6 | Mutual Funds | — | — | $209K | 0.6% | |
| Janus Henderson Developed World Bond N | Mutual Funds | — | — | $174K | 0.5% | |
| Invesco Discovery Mid Cap Growth R6 | Mutual Funds | — | — | $146K | 0.4% | |
| Participant Loans Notes receivable from participants rate of interest - 4.25% - 9.50% | Bonds / Notes | — | — | $146K | 0.4% | |
| Macquarie Small Cap Value R6 | Other securities | — | — | $143K | 0.4% | |
| Federated Hermes Mdt Small Cap Growth R6 | Other securities | — | — | $142K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
