TOBY HAHN signed Realtruck Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Realtruck Group, Inc.'s EIN is 47-1350873.
Download the official 2024 Form 5500 (PDF) for Realtruck Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Realtruck Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $584K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHERS | $125 | — |
| EMPOWER FINANCIAL SERVICES, INC. |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| GREENWOOD VILLAGE, CO |
| OTHERS |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREGORY J SCHWARTZ & COMPANY INC | — | BLOOMFIELD HILLS, MI | INVESTMENT ADVISOR | $88K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| P&M HOLDING GROUP LLP DBA PLANTE | — | SOUTHFIELD, MI | AUDITOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $16.5M | 11.5% | |
| FIDELITY 500 INDEX | Common Collective Trusts | — | — | $12.7M | 8.8% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $10.8M | 7.5% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $10.1M | 7.0% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $9.1M | 6.3% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $9.0M | 6.3% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $8.0M | 5.5% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $7.9M | 5.5% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $7.7M | 5.3% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $6.7M | 4.7% | |
| Empower Annuity Insurance Company of America Fully benefit-responsive investment contract - El FIXED ACCOUNT - SERIES CLASS IV | Common Stocks | — | — | $5.6M | 3.9% | |
| Participants Participant notes receivable - Interest rates ranging from 5.25 to 10.50 percent - | Other securities | — | — | $5.2M | 3.6% | |
| FIDELITY MID CAP INDEX | Mutual Funds | — | — | $4.0M | 2.8% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 | Mutual Funds | — | — | $3.8M | 2.6% | |
| VANGUARD EQUITY-INCOME ADM | Mutual Funds | — | — | $3.5M | 2.4% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $2.8M | 2.0% | |
| FIDELITY SMALL CAP INDEX | Mutual Funds | — | — | $2.6M | 1.8% | |
| AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $2.5M | 1.7% | |
| FULLERTHALER BEHAVIORAL SMALLCAP GROW | Other securities | — | — | $2.2M | 1.5% | |
| EMPOWER T. ROWE PRICE MID CAP GR INST | Other securities | — | — | $1.8M | 1.3% | |
| VICTORY SYCAMORE ESTABLISHED VALUE A | Other securities | — | — | $1.7M | 1.2% | |
| AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $1.5M | 1.1% | |
| ISHARES MSCI EAFE INTERNATIONAL INDEX K | Other securities | — | — | $1.2M | 0.8% | |
| PGIM TOTAL RETURN BOND R6 | Other securities | — | — | $1.2M | 0.8% | |
| VICTORY SYCAMORE SMALL CO OPPORTUNITY A | Common Stocks | — | — | $1.1M | 0.8% | |
| THORNBURG INTERNATIONAL VALUE R6 | Other securities | — | — | $1.1M | 0.8% | |
| Empower Trust Company, LLC Self-directed brokerage account investments | Self-Directed Brokerage | — | — | $993K | 0.7% | |
| JPMORGAN GOVERNMENT BOND A | U.S. Treasuries | — | — | $746K | 0.5% | |
| BLACKROCK HIGH YIELD BOND PORTFOLIO K | Other securities | — | — | $394K | 0.3% | |
| MFS INTNL GROWTH EQUITY (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 839 | Pooled Separate Account | — | — | $383K | 0.3% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL | Mutual Funds | — | — | $366K | 0.3% | |
| Empower Trust Company, LLC AMERICAN FUNDS 2010 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $329K | 0.2% | |
| DFA INTERNATIONAL VALUE I | Mutual Funds | — | — | $166K | 0.1% | |
| MFS INTERNATIONAL NEW DISCOVERY R6 | Mutual Funds | — | — | $147K | 0.1% | |
| FUTUREFUNDS SERIES ACCT II OF GWL EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH / JPMORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $0 | <0.1% |
