David Westergaard signed Riddle's Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Riddle's Group, Inc.'s EIN is 46-0357804.
Download the official 2024 Form 5500 (PDF) for Riddle's Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Riddle's Group, Inc.'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 | $54K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Reliance Trust Reliance Trust Stable Value Fund | Stable Value | — | — | $5.2M | 12.8% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $4.6M | 11.3% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $4.5M | 11.1% | |
| Charles Schwab S&P 500 Index Select | Common Collective Trusts | — | — | $4.1M | 10.2% | |
| JP Morgan JP Morgan Large Cap Growth R6 Fund | Other securities | — | — | $4.0M | 9.8% | |
| Vanguard Target Retirement Fund 2030 | Mutual Funds | — | — | $3.5M | 8.7% | |
| Vanguard Target Retirement Fund 2040 | Mutual Funds | — | — | $2.5M | 6.2% | |
| Vanguard Target Retirement Fund 2050 | Mutual Funds | — | — | $2.1M | 5.3% | |
| Vanguard Target Retirement Fund 2025 | Mutual Funds | — | — | $1.6M | 3.9% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $1.4M | 3.4% | |
| Vanguard Target Retirement Fund 2055 | Mutual Funds | — | — | $1.3M | 3.2% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth | Other securities | — | — | $1.2M | 3.0% | |
| Vanguard Target Retirement Fund 2020 | Mutual Funds | — | — | $1.1M | 2.8% | |
| Metropolitan West Metropolitan Wt Total Return Bond CL I | Other securities | — | — | $1.0M | 2.6% | |
| Charles Schwab Charles Schwab Small Cap Index | Mutual Funds | — | — | $914K | 2.3% | |
| Vanguard Target Retirement Fund 2045 | Mutual Funds | — | — | $903K | 2.2% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $818K | 2.0% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $652K | 1.6% | |
| Ranging from May 2025 to November 2029 -0- | Other securities | — | — | $621K | 1.5% | |
| Vanguard International Growth Admiral | Mutual Funds | — | — | $593K | 1.5% | |
| American Funds American Funds American Balanced Fund | Mutual Funds | — | — | $576K | 1.4% | |
| Vanguard Target Retirement Fund 2035 | Mutual Funds | — | — | $526K | 1.3% | |
| Vanguard Target Retirement Fund 2060 | Mutual Funds | — | — | $477K | 1.2% | |
| PIMCO RAE US Small Institutional Fund | Mutual Funds | — | — | $343K | 0.8% | |
| T Rowe Price T Rowe Price Small Cap Stock | Mutual Funds | — | — | $222K | 0.5% | |
| MFS Mid Cap Value R6 Fund | Mutual Funds | — | — | $216K | 0.5% | |
| Vanguard Target Retirement Fund 2065 | Mutual Funds | — | — | $209K | 0.5% | |
| Hartford Balanced Income | Other securities | — | — | $181K | 0.4% | |
| American Funds American Funds Inflation Linked Bond R6 Fund | Mutual Funds | — | — | $159K | 0.4% | |
| Vanguard Target Retirement Fund 2070 | Mutual Funds | — | — | $48K | 0.1% | |
| Charles Schwab Fundamental International Small Company | Mutual Funds | — | — | $45K | 0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Z | Other securities | — | — | $42K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
