AMY Koeneman signed Ruprecht's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ruprecht's EIN is 36-2511838.
Download the official 2024 Form 5500 (PDF) for Ruprecht from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ruprecht'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $21K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date Retirement Fund R6 | Mutual Funds | — | — | $987K | 11.4% | |
| American Funds 2030 Target Date Retirement Fund R6 | Mutual Funds | — | — | $962K | 11.1% | |
| American Funds 2045Target Date Retirement Fund R6 | Mutual Funds | — | — | $843K | 9.7% | |
| American Funds 2035 Target Date Retirement Fund R6 | Mutual Funds | — | — | $687K | 7.9% | |
| MFS Growth Fund Class R6 | Mutual Funds | — | — | $590K | 6.8% | |
| iShares S&P 500 Index Fund Class K | Common Collective Trusts | — | — | $522K | 6.0% | |
| BlackRock Equity Dividend Fund K | Other securities | — | — | $502K | 5.8% | |
| American Funds 2050 Target Date Retirement Fund R6 | Mutual Funds | — | — | $450K | 5.2% | |
| American Funds 2055 Target Date Retirement Fund R6 | Mutual Funds | — | — | $406K | 4.7% | |
| American Funds 2060 Target Date Retirement Fund R6 | Mutual Funds | — | — | $365K | 4.2% | |
| American Funds 2025 Target Date Retirement Fund R6 | Mutual Funds | — | — | $343K | 4.0% | |
| American Funds 2065 Target Date Retirement Fund R6 | Mutual Funds | — | — | $334K | 3.8% | |
| Victory Capital Sycamore Established Value Fund Class R6 | Other securities | — | — | $226K | 2.6% | |
| maturing through September 2029 - | Other securities | — | — | $225K | 2.6% | |
| Victory Capital Munder Mid-Cap Core Growth R6 | Other securities | — | — | $139K | 1.6% | |
| iShares MSCI Total International Index Fund Class K | Common Collective Trusts | — | — | $136K | 1.6% | |
| Fidelity Small Cap Growth Index Fund | Common Collective Trusts | — | — | $126K | 1.4% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $119K | 1.4% | |
| Fidelity Advisor Small Cap Value Fund Class Z | Mutual Funds | — | — | $109K | 1.3% | |
| Fidelity Advisor Total Bond Fund Class Z | Mutual Funds | — | — | $101K | 1.2% | |
| Fidelity Advisor Capital & Income Fund Class Z | Mutual Funds | — | — | $95K | 1.1% | |
| Columbia Overseas Value Inst3 Fund | Other securities | — | — | $77K | 0.9% | |
| MFS Internation Growth Fund Class R6 | Mutual Funds | — | — | $74K | 0.9% | |
| Fidelity Advisor Strategic Divdend and Income Fund | Mutual Funds | — | — | $67K | 0.8% | |
| Fidelity Real Estate Undex Fund Stock Price ** 211 * Fidelity Advisor Focusted Emerging Markets Fund Class Z | Mutual Funds | — | — | $58K | 0.7% | |
| Fidelity Advisor Global Commodity Stock Fund Class Z | Mutual Funds | — | — | $41K | 0.5% | |
| iShares Russel Small/Mid-Cap Index Fund Class K | Common Collective Trusts | — | — | $33K | 0.4% | |
| American Funds 2020 Target Date Retirement Fund R6 | Mutual Funds | — | — | $21K | 0.2% | |
| DoubleLine Emerging Markets Fixed Income Fund | Other securities | — | — | $19K | 0.2% | |
| Fidelity Government Money Market Fund Daily Money ** 590 * Fidelity Government Money Market Fund Class K6 | Mutual Funds | — | — | $17K | 0.2% | |
| American Funds 2015 Target Date Retirement Fund R6 | Mutual Funds | — | — | $7K | <0.1% | |
| American Funds 2070 Target Date Retirement Fund R6 | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds 2010 Target Date Retirement Fund R6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
