RMS Energy Co, LLC's EIN is 46-1402221.
Download the official 2024 Form 5500 (PDF) for RMS Energy Co, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RMS Energy Co, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP | 27-3463733 | — | NONE | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $30K | — |
| MID ATLANTIC TRUST COMPANY | 27-3169253 |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $1.1M | 13.4% | |
| Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | — | $838K | 10.1% | |
| Vanugard Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $797K | 9.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $723K | 8.7% | |
| Vanugard Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $589K | 7.1% | |
| iShares MSCI EAFE International Index Fund | Common Collective Trusts | — | — | $563K | 6.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $505K | 6.1% | |
| Vanugard Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $446K | 5.4% | |
| CORE PLUS BOND FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $373K | 4.5% | |
| Vanugard Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $368K | 4.4% | |
| Vanugard Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $335K | 4.0% | |
| Vanugard Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $333K | 4.0% | |
| MFS Blended Research Mid Cap Equity Fund 93 Vanugard Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $218K | 2.6% | |
| Lord Abbett Lord Abbett Bond Debenture Fund | U.S. Treasuries | — | — | $157K | 1.9% | |
| Vanugard Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $129K | 1.6% | |
| Vanugard Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $122K | 1.5% | |
| Fidelity U.S. Bond Index Fund 86 Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $108K | 1.3% | |
| Vanugard Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $89K | 1.1% | |
| Vanugard Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $88K | 1.1% | |
| Participants Notes Receivable from Participants Interest Rates from 8.75% to 9.50% - | Bonds / Notes | — | — | $78K | 0.9% | |
| Fidelity International Bond Index Fund | Common Collective Trusts | — | — | $76K | 0.9% | |
| AMERITAS STABLE VALUE COLLECTIVE TR AMERICAN TRUST COMPANY · EIN 38-7302614 / PN 001 | Common Collective Trust | — | — | $51K | 0.6% | |
| iShares Developed Real Estate Index Fund | Common Collective Trusts | — | — | $37K | 0.5% | |
| Vanugard Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $34K | 0.4% | |
| Vanugard Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $11K | 0.1% | |
| Vanugard Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $9K | 0.1% | |
| Fidelity Advisor Stock Selector Small Cap Fund 66 Fidelity Contrafund | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $812 |
| — |
