Timothy White signed R & D Tool & Engineering Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
R & D Tool & Engineering Company's EIN is 43-1237713.
Download the official 2024 Form 5500 (PDF) for R & D Tool & Engineering Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)R & D Tool & Engineering Company'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC |
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 | — | — | $17.6M | 97.2% | |
| RETIREGUIDE MOD GROWTH & INC ALTA TRUST · EIN 84-4096260 / PN 000 | Common Collective Trust | — | — | $5.1M | 28.0% | |
| RETIREGUIDE MODERATE GROWTH ALTA TRUST · EIN 84-4096529 / PN 000 | Common Collective Trust | — | — | $3.6M | 20.2% | |
| RETIREGUIDE GROWTH & INCOME ALTA TRUST · EIN 84-4095989 / PN 000 | Common Collective Trust | — | — | $1.3M | 7.3% | |
| RETIREGUIDE GROWTH ALTA TRUST · EIN 84-4095754 / PN 000 | Common Collective Trust | — | — | $1.3M | 7.0% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $1.2M | 6.7% | |
| GREAT GRAY BLENDED RESRCH CORE EQTY GREAT GRAY · EIN 99-3500679 / PN 001 | Common Collective Trust | — | — | $742K | 4.1% | |
| RETIREGUIDE CONS GROWTH & INC ALTA TRUST · EIN 84-4094462 / PN 000 | Common Collective Trust | — | — | $601K | 3.3% | |
| MID CAP GROWTH FUND II CLASS R1 GREAT GRAY · EIN 38-7304118 / PN 183 | Common Collective Trust | — | — | $543K | 3.0% | |
| RETIREGUIDE CONS GROWTH ALTA TRUST · EIN 84-4074165 / PN 000 | Common Collective Trust | — | — | $392K | 2.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $269K | 1.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $219K | 1.2% | |
| FRANKLIN SMALL CAP VALUE GG TRUST C GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $205K | 1.1% | |
| COLUMBIA DIVIDEND VALUE (IS PF) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $204K | 1.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $193K | 1.1% | |
| ALTA FEDERATED MDT SMALL CAP CORE ALTA TRUST · EIN 99-2666297 / PN 001 | Common Collective Trust | — | — | $178K | 1.0% | |
| PGIM SELECT REAL ESTATE FUND CIT CL GREAT GRAY · EIN 38-7264543 / PN 706 | Common Collective Trust | — | — | $154K | 0.9% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $123K | 0.7% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $110K | 0.6% | |
| AMERICA CENTURY MID CAP VAL (IS PF) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | — | — | $91K | 0.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $90K | 0.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $89K | 0.5% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $87K | 0.5% | |
| ALTA LORD ABBETT INTERNATIONAL EQUI ALTA TRUST · EIN 99-2652504 / PN 001 | Common Collective Trust | — | — | $77K | 0.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $34K | 0.2% | |
| PGIM CORE CONSER BOND FUND CIT FEE GREAT GRAY · EIN 38-7271359 / PN 753 | Common Collective Trust | — | — | $4K | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $0 | <0.1% |
| — |
| AUSTIN, TX |
| OTHER |
| $4K |
| — |
