Rishi Patel signed RP Professional Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RP Professional Services, LLC's EIN is 45-3515783.
Download the official 2024 Form 5500 (PDF) for RP Professional Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RP Professional Services, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGNATURE ESTATE SECURITIES, LLC | 59-2730348 | — | OTHER SERVICES | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $718K | 22.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $526K | 16.3% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $421K | 13.0% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $348K | 10.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $278K | 8.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $258K | 8.0% | |
| Company Fidelity Management Trust Fidelity 500 Index Fund | Common Collective Trusts | — | — | $147K | 4.6% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $104K | 3.2% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $85K | 2.6% | |
| December 2029. | Other securities | — | — | $82K | 2.5% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $61K | 1.9% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $29K | 0.9% | |
| Company * Principal Life Insurance Principal Deversified International Seperate Account | Common Stocks | — | — | $23K | 0.7% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $23K | 0.7% | |
| Company * Principal Life Insurance Principal Core Fixed Income Seperate Account | Common Stocks | — | — | $20K | 0.6% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $20K | 0.6% | |
| Company * Principal Life Insurance Principal Fixed Income Guaranteed Option Fund (Contract | Common Stocks | — | — | $18K | 0.6% | |
| Company Value) T. Rowe Price T. Rowe Price Value Fund | Common Stocks | — | — | $14K | 0.4% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $14K | 0.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $12K | 0.4% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $9K | 0.3% | |
| Company Fidelity Management Trust Fidelity Mid-Cap Index Fund | Common Collective Trusts | — | — | $9K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $5K | 0.2% | |
| Company Fidelity Management Trust Fidelity Small-Cap Index Fund | Common Collective Trusts | — | — | $5K | 0.1% | |
| Company JP Morgan JP Morgan Mid-Cap Growth Fund | Common Stocks | — | — | $4K | 0.1% | |
| John Hancock John Hancock Funds Disciplined Value Mid-Cap Fund | Other securities | — | — | $4K | 0.1% | |
| Invesco Small-Cap Value Fund | Mutual Funds | — | — | $4K | 0.1% | |
| AllianceBernstein AB Small-Cap Growth Portfolio Fund | Other securities | — | — | $3K | <0.1% | |
| Fidelity Management Trust Fidelity High Yield Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Company Fidelity Management Trust Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| Company Fidelity Management Trust Fidelity Advisor International Growth Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Company Fidelity Management Trust Fidelity Inflation Protection Bond Index Fund | Common Collective Trusts | — | — | $1K | <0.1% | |
| Company Fidelity Management Trust Fidelity International Index Fund | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
