Vicki Lederer signed RK Stratman, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RK Stratman, Inc.'s EIN is 43-1432476.
Download the official 2024 Form 5500 (PDF) for RK Stratman, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RK Stratman, Inc.'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 | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES | 59-1237041 | — | ADVISOR | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| WILMINGTON/BLACKROCK EQ INDEX 1 WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.1M | 12.6% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $1.0M | 11.4% | |
| Harbor Capital Appreciation Instl | Other securities | — | — | $867K | 9.7% | |
| T. Rowe Price T. Rowe Price Equity Income | Other securities | — | — | $857K | 9.6% | |
| MFS Intl Val R3 | Mutual Funds | — | — | $710K | 7.9% | |
| MFS International Value R3 | Mutual Funds | — | — | $710K | 7.9% | |
| Dodge & Cox Dodge & Cox Income I | Mutual Funds | — | — | $684K | 7.6% | |
| WILMINGTON/BLACKROCK EAFE EQ IDX R WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $594K | 6.6% | |
| WILMINGTON/BLACKROCK US DEBT IDX 1 WILMINGTON TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $531K | 5.9% | |
| Vanguard InTrmed Trm US Trsry Adm | Mutual Funds | — | — | $469K | 5.2% | |
| Vanguard Intermed Term US Treasury Adm | U.S. Treasuries | — | — | $469K | 5.2% | |
| Invesco Small Cap Value R6 | Mutual Funds | — | — | $426K | 4.8% | |
| American Funds American Funds Capital World Bond R6 | Mutual Funds | — | — | $328K | 3.7% | |
| Principal Global Real Estate Sec Inst | Other securities | — | — | $229K | 2.6% | |
| JP Morgan JPMorgan Mid Cap Value L | Other securities | — | — | $201K | 2.2% | |
| WILMINGTON/BLACKROCK RSSLL 2000 IDX WILMINGTON TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $188K | 2.1% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $155K | 1.7% | |
| maturity 2025-2029 $ -0- | Other securities | — | — | $155K | 1.7% | |
| JP Morgan JPMorgan Small Cap Growth R6 | Other securities | — | — | $150K | 1.7% | |
| T. Rowe Price T. Rowe Price New Horizons | Other securities | — | — | $149K | 1.7% | |
| Fidelity Mid Cap Index Instl Prem | Mutual Funds | — | — | $146K | 1.6% | |
| Great West Great-West T Rowe Price Mid Cap Growth I | Mutual Funds | — | — | $108K | 1.2% | |
| State Street Bank & Trust Co. Cash Reserve Account | Cash / Money Market | — | — | $9K | <0.1% | |
| American Funds American Funds Income Fund of America R6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
