Trinette Edge signed RH&a, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RH&a, LLC's EIN is 36-4681184.
Download the official 2024 Form 5500 (PDF) for RH&a, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RH&a, LLC's plan includes 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | INVESTMENT ADVISOR | $27K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $786K | 12.5% | |
| American Funds American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $760K | 12.0% | |
| American Funds American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $674K | 10.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $640K | 10.1% | |
| American Funds American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $599K | 9.5% | |
| American Funds American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $583K | 9.2% | |
| American Funds American Funds 2055 Trgt Dt Ret R6 | Mutual Funds | — | — | $371K | 5.9% | |
| American Funds American Funds 2055Trgt Date Retire R6 | Mutual Funds | — | — | $371K | 5.9% | |
| American Funds American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $364K | 5.8% | |
| American Funds American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $348K | 5.5% | |
| STATE ST GL ALL CP EX US IDX CL II STATE STREET · EIN 04-0025081 / PN 444 | Common Collective Trust | — | — | $148K | 2.3% | |
| MFS Val R6 | Mutual Funds | — | — | $139K | 2.2% | |
| Jpmorgan Mid Cap Value R6 | Other securities | — | — | $132K | 2.1% | |
| Clearbridge Large Cap Growth Is | Other securities | — | — | $125K | 2.0% | |
| BNYM MELLON SL MID CAP STOCK INDEX BNY MELLON · EIN 25-6078093 / PN 174 | Common Collective Trust | — | — | $121K | 1.9% | |
| American Funds American Funds 2065 Trgt Date Retire R6 | Mutual Funds | — | — | $102K | 1.6% | |
| T. Rowe Price Integrated Us Small Cap Growth Equity I | Other securities | — | — | $99K | 1.6% | |
| American Funds American Funds 2010 Trgt Date Retire R6 | Mutual Funds | — | — | $77K | 1.2% | |
| STATE STREET U.S. BD IDX CL XIV STATE STREET · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $43K | 0.7% | |
| Transamerica Financial Life Ins Co Stable Val Strategy - TFLIC | Common Stocks | — | — | $37K | 0.6% | |
| Transamerica Stable Value Strategy Account | Stable Value | — | — | $34K | 0.5% | |
| Pgim High Yield R 6 | Other securities | — | — | $28K | 0.4% | |
| CONGRESS MID CAP GR SEI · EIN 87-2865353 / PN 001 | Common Collective Trust | — | — | $24K | 0.4% | |
| Macquaire Small Cap Value R6 | Other securities | — | — | $16K | 0.3% | |
| Hartford Schroders Emer Markets Equity Sdr | Other securities | — | — | $13K | 0.2% | |
| FEDERATED HERMES TOTAL RETURN BOND WILMINGTON TRUST · EIN 85-3992542 / PN 652 | Common Collective Trust | — | — | $12K | 0.2% | |
| BNYM MELLON SL SMALL CAP 600 STOCK BNY MELLON · EIN 25-6078093 / PN 364 | Common Collective Trust | — | — | $5K | <0.1% | |
| SCHRODER INTL ALPHA TRUST H1 SEI · EIN 83-2429244 / PN 009 | Common Collective Trust | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
