R.T. Moore Co. Inc.'s EIN is 35-0964856.
Download the official 2024 Form 5500 (PDF) for R.T. Moore Co. Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)R.T. Moore Co. Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPARD FINANCIAL ADVISORY LLC | 82-0759826 | — | NONE | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 3,291,758 shares | Mutual Funds | — | $3.3M | $3.5M | 15.8% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 2,849,407 shares | Mutual Funds | — | $2.8M | $3.1M | 13.6% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 2,517,400 shares | Mutual Funds | — | $2.5M | $2.6M | 11.8% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 2,123,251 shares | Mutual Funds | — | $2.1M | $2.3M | 10.2% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 1,414,473 shares | Mutual Funds | — | $1.4M | $1.5M | 6.7% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 1,249,692 shares | Mutual Funds | — | $1.2M | $1.3M | 5.8% | |
| AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 1,180,671 shares | Mutual Funds | — | $1.2M | $1.2M | 5.5% | |
| FIDELITY 500 INDEX FUND 1,031,167 shares | Common Collective Trusts | — | $1.0M | $1.2M | 5.2% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 983,366 shares | Mutual Funds | — | $983K | $1.0M | 4.5% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 589,355 shares | Mutual Funds | — | $589K | $582K | 2.6% | |
| PUTNAM LARGE CAP VALUE FUND CLASS R6 537,685 shares | Mutual Funds | — | $538K | $576K | 2.6% | |
| Money Market Fund VANGUARD ADMIRAL TREASURY MONEY MKT INV 491,529 shares | Mutual Funds | — | $492K | $492K | 2.2% | |
| FIDELITY EQUITY GROWTH K6 282,582 shares | Mutual Funds | — | $283K | $330K | 1.5% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 322,808 shares | Mutual Funds | — | $323K | $329K | 1.5% | |
| VANGUARD EXPLORER ADM 288,573 shares | Mutual Funds | — | $289K | $297K | 1.3% | |
| FIDELITY SMALL CAP INDEX FD INSTL PREMIUM CL 234,365 shares | Mutual Funds | — | $234K | $263K | 1.2% | |
| BLACKROCK MID CAP VALUE K 247,000 shares | Other securities | — | $247K | $246K | 1.1% | |
| FIDELITY MID CAP INDEX FD 222,854 shares | Mutual Funds | — | $223K | $246K | 1.1% | |
| FIDELITY GLOBAL EX US INDEX 235,572 shares | Mutual Funds | — | $236K | $240K | 1.1% | |
| JPMORGAN CORE BOND R6 144,757 shares | Other securities | — | $145K | $143K | 0.6% | |
| MFS MID CAP GROWTH R5 134,232 shares | Mutual Funds | — | $134K | $137K | 0.6% | |
| FIDELITY INTL CPTL APPREC K6 92,964 shares | Mutual Funds | — | $93K | $95K | 0.4% | |
| BLKROCK HG YLD BD PRT K 54,028 shares | Other securities | — | $54K | $55K | 0.2% | |
| HARTFORD INTERNATIONAL VALUE R6 47,768 shares | Other securities | — | $48K | $46K | 0.2% | |
| AVANTIS US SMALL CAP VALUE INSTL 28,723 shares | Mutual Funds | — | $29K | $31K | 0.1% | |
| AMERICAN FUNDS 2070 TRGT DATE RETIRE R6 18,869 shares | Mutual Funds | — | $19K | $19K | <0.1% | |
| AMERICAN FUNDS 2010 TRGT DATE RETIRE R6 296 shares 303 AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 6,910 shares | Mutual Funds | — | $7K | $7K | <0.1% | |
| FIDELITY TOTAL BOND K6 1,226 shares | Mutual Funds | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
