NITA Yates signed The Retirement Plan Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Retirement Plan Company, LLC's EIN is 38-3712991.
Download the official 2024 Form 5500 (PDF) for The Retirement Plan Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Retirement Plan Company, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $730 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OCTAVIA WEALTH ADVISORS | 84-5016689 | — | SERVICE PROVIDER | $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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $41.4M | 66.4% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $14.7M | 23.6% | |
| MYCOMPASS IND MOD 2035 FD R WILMINGTON TRUST NA · EIN 38-4097333 / PN 479 | Common Collective Trust | — | — | $13.3M | 21.4% | |
| MY COMPASS IND MOD RET FUND WILMINGTON TRUST FUNDS · EIN 38-4097331 / PN 477 | Common Collective Trust | — | — | $9.5M | 15.3% | |
| MYCOMPASS IND MOD 2055 WILMINGTON TRUST · EIN 38-4097335 / PN 481 | Common Collective Trust | — | — | $5.3M | 8.4% | |
| MYCOMPASS IND MOD 2045 WILMINGTON TRUST FUNDS · EIN 38-4097334 / PN 480 | Common Collective Trust | — | — | $5.2M | 8.3% | |
| LARGE CAP VALUE FUND R1 WILMINGTON TRUST NA · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.2M | 3.5% | |
| INTERNATIONAL GROWTH FND II R1 WILMINGTON TRUST · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $1.4M | 2.2% | |
| MYCOMPASS IND AGG 2045 FD R WILMINGTON TRUST NA · EIN 38-4097329 / PN 475 | Common Collective Trust | — | — | $649K | 1.0% | |
| MID CAP GROWTH FUND R1 WILMINGTON TRUST FUNDS · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $608K | 1.0% | |
| MYCOMPASS IND AGG 2055 FD R WILMINGTON TRUST NA · EIN 38-4097330 / PN 476 | Common Collective Trust | — | — | $539K | 0.9% | |
| MID CAP VALUE FUND R1 WILMINGTON TRUST FUNDS · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $533K | 0.9% | |
| SMALL CAP VALUE III WILMINGTON TRUST FUNDS · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $454K | 0.7% | |
| MYCOMPASS IND AGG RET FD R WILMINGTON TRUST NA · EIN 38-4097326 / PN 472 | Common Collective Trust | — | — | $402K | 0.6% | |
| MYCOMPASS IND MOD 2065 WILMINGTON TRUST FUNDS · EIN 38-7271385 / PN 766 | Common Collective Trust | — | — | $382K | 0.6% | |
| MYCOMPASS IND AGG 2035 FD R WILMINGTON TRUST NA · EIN 38-4097328 / PN 474 | Common Collective Trust | — | — | $324K | 0.5% | |
| MYCOMPASS IND AGG 2065 FD R WILMINGTON TRUST NA · EIN 38-7271385 / PN 466 | Common Collective Trust | — | — | $264K | 0.4% | |
| [Assets held in participant loans] | Other | — | — | $213K | 0.3% | |
| MYCOMPASS IND CNS RET FD R WILMINGTON TRUST NA · EIN 38-4097337 / PN 490 | Common Collective Trust | — | — | $153K | 0.2% | |
| CORE PLUS BOND FUND R1 WILMINGTON TRUST · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $144K | 0.2% | |
| MYCOMPASS IND CNS 2035 F R WILMINGTON TRUST NA · EIN 38-4097337 / PN 484 | Common Collective Trust | — | — | $130K | 0.2% | |
| MYCOMPASS IND CNS 2045 F R WILMINGTON TRUST NA · EIN 38-4097339 / PN 485 | Common Collective Trust | — | — | $25K | <0.1% | |
| [Assets held in interest-bearing cash] | Other | — | — | $18K | <0.1% | |
| MYCOMPASS IND CNS 2055 F R WILMINGTON TRUST NA · EIN 38-4097337 / PN 486 | Common Collective Trust | — | — | $9K | <0.1% | |
| MYCOMPASS IND CNS 2065 FD R WILMINGTON TRUST NA · EIN 38-4097337 / PN 487 | Common Collective Trust | — | — | $3K | <0.1% | |
| MYCOMPASS IND AGG 2025 FD R WILMINGTON TRUST NA · EIN 38-4097327 / PN 473 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYCOMPASS IND CNS 2025 F R WILMINGTON TRUST NA · EIN 38-4097337 / PN 483 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYCOMPASS IND MOD 2025 FD R WILMINGTON TRUST NA · EIN 38-4097332 / PN 478 | Common Collective Trust | — | — | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PURSHE KAPLAN STERLING INVESTMENTS | — | ALBANY, NY | BROKER/DEALER | $0 | — |
