Diane MATZ signed Russo Hardware Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Russo Hardware Inc.'s EIN is 36-3003620.
Download the official 2024 Form 5500 (PDF) for Russo Hardware Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Russo Hardware 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $10K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 | |||||
|---|---|---|---|---|---|---|
| ALGER CAPITAL APPR INSTL Y | Registered Investment Companies | — | — | $2.2M | 14.5% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.6M | 10.6% | |
| JPMORGAN SMARTRET 2040 I | Registered Investment Companies | — | — | $1.4M | 8.9% | |
| JPMORGAN SMARTRET 2050 I | Registered Investment Companies | — | — | $1.3M | 8.2% | |
| JPMORGAN SMARTRET 2045 I | Registered Investment Companies | — | — | $1.3M | 8.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.1M | 7.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $942K | 6.1% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $857K | 5.5% | |
| JPM SMARTRET 2030 I | Registered Investment Companies | — | — | $704K | 4.6% | |
| JPMORGAN SMARTRET 2055 I | Registered Investment Companies | — | — | $699K | 4.5% | |
| JPMORGAN SMARTRET 2035 I | Registered Investment Companies | — | — | $627K | 4.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $425K | 2.7% | |
| PGIM TOTAL RETURN BOND - Z | Registered Investment Companies | — | — | $359K | 2.3% | |
| INVESCO DIVERSIFIED DIV Y | Registered Investment Companies | — | — | $321K | 2.1% | |
| JPM SMARTRET 2025 I | Registered Investment Companies | — | — | $236K | 1.5% | |
| JPM SMARTRET INC I | Registered Investment Companies | — | — | $194K | 1.3% | |
| T. ROWE PRICE NEW ERA | Registered Investment Companies | — | — | $169K | 1.1% | |
| PGIM GLOBAL REAL ESTATE A | Registered Investment Companies | — | — | $167K | 1.1% | |
| AB GLOBAL BOND A | Registered Investment Companies | — | — | $124K | 0.8% | |
| EATON VANCE INCOME BOSTON - I | Registered Investment Companies | — | — | $123K | 0.8% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $109K | 0.7% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $57K | 0.4% | |
| JPMORGAN SMARTRET 2020 I | Registered Investment Companies | — | — | $25K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $46K |
| — |
