Andrea Alexander signed RMK Management's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RMK Management's EIN is 36-3129484.
Download the official 2024 Form 5500 (PDF) for RMK Management from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RMK Management'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 |
|---|---|---|---|---|---|
| CORRELL CO. | 36-3492086 | — | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORRELL CO. INVESTMENT SERVICE CORP | 36-3400965 | — | SERVICE PROVIDER | $12K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $3.7M | 15.7% | |
| CIT III FOR METLIFE GROUP ANNUITY GREAT GRAY TRUST COMPANY, LLC · EIN 92-1941236 / PN 094 | Common Collective Trust | — | — | $2.7M | 11.4% | |
| Madison Mid Cap R6 | Other securities | — | — | $1.8M | 7.4% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $1.6M | 6.6% | |
| Federated Hermes Federated Hermes MDT Mid Cap Growth IS | Other securities | — | — | $1.5M | 6.4% | |
| Neuberger Berman Large Cap Value Instl | Other securities | — | — | $1.5M | 6.2% | |
| BNY Mellon BNY Mellon Appreciation Y | Other securities | — | — | $1.4M | 5.7% | |
| Fedrated Kaufmann MDT Large Cap Growth IS | Other securities | — | — | $1.2M | 4.9% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $1.1M | 4.5% | |
| Dodge & Cox Dodge & Cox Income Cl I | Mutual Funds | — | — | $931K | 3.9% | |
| Thornburg Better World-I | Other securities | — | — | $925K | 3.9% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $745K | 3.1% | |
| T. Rowe Price T Rowe Price Retire 2020 Inv | Mutual Funds | — | — | $629K | 2.7% | |
| Columbia Small Cap Value Fund I Instl 3 | Other securities | — | — | $526K | 2.2% | |
| Vanguard Group Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $523K | 2.2% | |
| Oberweis Sml Cap Opport-Inst | Other securities | — | — | $434K | 1.8% | |
| The Vanguard Group Emerging Markets Stk Idx - Adm | Common Collective Trusts | — | — | $379K | 1.6% | |
| American Century American Century ShDur Infl Prot Bd R6 | Other securities | — | — | $344K | 1.5% | |
| PGIM US Real Estate R6 | Other securities | — | — | $342K | 1.4% | |
| Vanguard Group Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $336K | 1.4% | |
| Vanguard Group Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $335K | 1.4% | |
| T. Rowe Price T. Rowe Price Retirement 2030 | Other securities | — | — | $334K | 1.4% | |
| Vanguard Group Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $189K | 0.8% | |
| American Funds American Funds Inflation Linked Bd R6 | Mutual Funds | — | — | $173K | 0.7% | |
| BlackRock Advisors, LLC Advantage Small Cap Core K | Other securities | — | — | $173K | 0.7% | |
| T. Rowe Price T Rowe Price Retire 2010 | Mutual Funds | — | — | $128K | 0.5% | |
| Vanguard Group Vanguard Long-Term Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $88K | 0.4% | |
| Participant Loans Interest rates ranging from 5.75% to 9.50% -0- | Bonds / Notes | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
