Kurt Helfant signed Rite RUG Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rite RUG Company, Inc.'s EIN is 31-4365448.
Download the official 2024 Form 5500 (PDF) for Rite RUG Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rite RUG Company, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $40K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index N/A | Common Collective Trusts | — | — | $4.5M | 23.6% | |
| Harbor Capital Appreciation Retirement N/A | Other securities | — | — | $2.3M | 12.2% | |
| Fidelity Mid Cap Index N/A | Mutual Funds | — | — | $1.7M | 8.9% | |
| GOLDMAN SACHS STABLE VALUE CIT CL 1 THE GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $1.2M | 6.1% | |
| Vanguard Total Bond Market Index Admiral N/A | Mutual Funds | — | — | $1.1M | 6.0% | |
| Fidelity International Index N/A | Mutual Funds | — | — | $908K | 4.8% | |
| T. Rowe Price New Horizons I N/A | Other securities | — | — | $669K | 3.5% | |
| American Funds EuroPacific Gr R6 N/A | Mutual Funds | — | — | $618K | 3.3% | |
| Fidelity Small Cap Index N/A | Mutual Funds | — | — | $601K | 3.2% | |
| Artisan Mid Cap Institutional N/A | Other securities | — | — | $574K | 3.0% | |
| Dodge & Cox Income X N/A | Mutual Funds | — | — | $524K | 2.8% | |
| T. Rowe Price Retirement Balanced I N/A | Other securities | — | — | $490K | 2.6% | |
| T. Rowe Price Retirement 2060 Fund I N/A 327 * Participant Loans Rates between 4.25% and 9.50%; maturity dates between - | Bonds / Notes | — | — | $480K | 2.5% | |
| Invesco Developing Markets R6 N/A | Mutual Funds | — | — | $473K | 2.5% | |
| T. Rowe Price Retirement 2040 Fund I N/A | Other securities | — | — | $469K | 2.5% | |
| Vanguard Real Estate Index Admiral N/A | Mutual Funds | — | — | $397K | 2.1% | |
| MFS Value R6 N/A | Mutual Funds | — | — | $327K | 1.7% | |
| Allspring Special Mid Cap Value R6 N/A | Other securities | — | — | $300K | 1.6% | |
| Lord Abbett Bond Debenture R6 N/A | U.S. Treasuries | — | — | $297K | 1.6% | |
| Allspring Special Small Cap Value R6 N/A | Other securities | — | — | $270K | 1.4% | |
| T. Rowe Price Retirement 2015 Fund I N/A | Other securities | — | — | $247K | 1.3% | |
| DWS Enhanced Commodity Strategy R6 N/A | Other securities | — | — | $246K | 1.3% | |
| T. Rowe Price Retirement 2035 Fund I N/A | Other securities | — | — | $87K | 0.5% | |
| T. Rowe Price Retirement Balanced Fund I N/A | Other securities | — | — | $46K | 0.2% | |
| T. Rowe Price Retirement 2050 Fund I N/A | Other securities | — | — | $34K | 0.2% | |
| T. Rowe Price Retirement 2025 Fund I N/A | Other securities | — | — | $30K | 0.2% | |
| T. Rowe Price Retirement 2030 Fund I N/A | Other securities | — | — | $29K | 0.2% | |
| T. Rowe Price Integrated US SM GR EQ I N/A | Other securities | — | — | $23K | 0.1% | |
| T. Rowe Price Retirement 2055 Fund I N/A | Other securities | — | — | $19K | <0.1% | |
| T. Rowe Price Retirement 2045 Fund I N/A | Other securities | — | — | $6K | <0.1% | |
| T. Rowe Price Retirement 2065 Fund I N/A | Other securities | — | — | $2K | <0.1% | |
| T. Rowe Price Retirement 2020 Fund I N/A | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| FIFTH THIRD BANK |
| — |
| CINCINNATI, OH |
| INVESTMENT ADVISOR |
| $25K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS & CO, INC | — | PITTSBURGH, PA | AUDITOR | $16K | — |
