Anna Vallejo signed Ruhnau Clarke Architects' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ruhnau Clarke Architects' EIN is 33-6104932.
Download the official 2024 Form 5500 (PDF) for Ruhnau Clarke Architects from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ruhnau Clarke Architects' plan includes automatic enrollment, profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCELERATE INVESTMENT ADVISORS | — | ALISO VIEJO, CA | NONE | $22K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Balanced R6 Mutual Fund | Mutual Funds | — | — | $2.4M | 20.3% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $1.6M | 13.4% | |
| BlackRock Technology Opport K Mutual Fund | Other securities | — | — | $1.5M | 13.1% | |
| LARGE CAP GROWTH FUND III CL I1 GREAT GRAY TRUST · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $808K | 7.0% | |
| Schwab Self-Direct Invest Fund V Mutual Fund | Mutual Funds | — | — | $753K | 6.5% | |
| James Henderson Global Life Sciences N Mutual Fund | Other securities | — | — | $612K | 5.3% | |
| LARGE CAP VALUE I1 GREAT GRAY TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $433K | 3.7% | |
| Golman Sachs Intl Equity Income Instl Mutual Fund | Other securities | — | — | $369K | 3.2% | |
| American Funds New Perspective R6 Mutual Fund | Mutual Funds | — | — | $368K | 3.2% | |
| Parnassus Core Equity Inst Mutual Fund | Other securities | — | — | $357K | 3.1% | |
| TIAA-CREF Lifecycle Index 2035 Instl Mutual Fund | Mutual Funds | — | — | $345K | 3.0% | |
| Schwab Self-Direct Cash Fund V Money Market | Mutual Funds | — | — | $297K | 2.6% | |
| Invesco Discovery Mid Cap Growth R6 Mutual Fund | Mutual Funds | — | — | $210K | 1.8% | |
| Victory Core Plus Interm Bond R6 Mutual Fund | Other securities | — | — | $194K | 1.7% | |
| CL) STABLE VALUE FUND R1 GREAT GRAY TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $187K | 1.6% | |
| Allspring Special Mid Cap Value R6 Mutual Fund | Other securities | — | — | $141K | 1.2% | |
| TIAA-CREF Lifecycle Index 2040 Instl Mutual Fund | Mutual Funds | — | — | $112K | 1.0% | |
| SMALL CAP VALUE III I1 GREAT GRAY TRUST · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $104K | 0.9% | |
| TIAA-CREF Lifecycle Index 2060 Instl Mutual Fund | Mutual Funds | — | — | $100K | 0.9% | |
| TIAA-CREF Lifecycle Index 2055 Instl Mutual Fund | Mutual Funds | — | — | $89K | 0.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $82K | 0.7% | |
| Participant Notes Receivable Interest 3.25% to 8.50% | Bonds / Notes | — | — | $82K | 0.7% | |
| TIAA-CREF Lifecycle Index 2045 Instl Mutual Fund | Mutual Funds | — | — | $65K | 0.6% | |
| Contribution Account Cash 532 PIMCO Income Instl Mutual Fund | Mutual Funds | — | — | $39K | 0.3% | |
| TIAA-CREF Lifecycle Index 2050 Instl Mutual Fund | Mutual Funds | — | — | $37K | 0.3% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $36K | 0.3% | |
| TIAA-CREF Lifecycle Index 2020 Instl Mutual Fund | Mutual Funds | — | — | $28K | 0.2% | |
| TIAA-CREF Lifecycle Index 2065 Instl Mutual Fund | Mutual Funds | — | — | $27K | 0.2% | |
| TIAA-CREF Lifecycle Index 2025 Instl Mutual Fund | Mutual Funds | — | — | $25K | 0.2% | |
| TIAA-CREF Lifecycle Index 2030 Instl Mutual Fund | Mutual Funds | — | — | $17K | 0.1% | |
| SMALL CAP GROWTH II I1 GREAT GRAY TRUST · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $13K | 0.1% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $12K | 0.1% | |
| PIMCO Intl Bond (USDHedged) I Mutual Fund | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| DFA Inflation-Protected Sec Port I Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| BALANCED ESG I1 GREAT GRAY TRUST · EIN 38-4139844 / PN 624 | Common Collective Trust | — | — | $441 | <0.1% | |
| PUTNAM STABLE VALUE 25BPS PUTNAM STABLE VALUE FUNDS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% |
