VU TRAN signed Royce Geospatial Consultants Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Royce Geospatial Consultants Inc.'s EIN is 47-2416792.
Download the official 2024 Form 5500 (PDF) for Royce Geospatial Consultants Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Royce Geospatial Consultants Inc.'s plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
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 | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES, INC. | 93-0987232 | — | INVESTMENT ADVISORY | $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.
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 |
|---|---|---|---|---|---|
| ORENDA RETIREMENT, LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Management & Research Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.6M | 12.8% | |
| Fidelity Management & Research Fidelity International Index Fund | Common Collective Trusts | — | — | $1.3M | 10.0% | |
| Fidelity Management & Research Fidelity Adv Growth Opp Z Fund | Mutual Funds | — | — | $1.2M | 9.6% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.2M | 9.5% | |
| MFS Investment Management MFS Research International R6 Fund | Mutual Funds | — | — | $1.2M | 8.9% | |
| Principal Life Insurance Company Principal Guaranteed Option | Common Stocks | — | — | $1.1M | 8.5% | |
| Fidelity Management & Research Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $794K | 6.2% | |
| JP Morgan Investment Management Inc. JP Morgan Core Bond R6 Fund | Common Stocks | — | — | $722K | 5.6% | |
| Fidelity Management & Research Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $619K | 4.8% | |
| Fidelity Management & Research Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $597K | 4.6% | |
| Victory Capital Management Victory Sycamore Est. Value R6 Fund | Other securities | — | — | $410K | 3.2% | |
| American Cenury Inv. Mgmt American Century Small Cap Calue R6 Fund | Other securities | — | — | $396K | 3.1% | |
| Franklin Templeton Investments Frankilin Small Cap Growth R6 Fund | Mutual Funds | — | — | $378K | 2.9% | |
| Hartford Mutual Funds Hartford Core Equity R6 Fund | Other securities | — | — | $373K | 2.9% | |
| Artisan Mutual Funds Artisan Mid Cap Instl Fund | Other securities | — | — | $353K | 2.7% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | Bonds / Notes | — | — | $251K | 1.9% | |
| Dimensional Fund Advisors DFA Inflt. Protected Sec I Fund | Mutual Funds | — | — | $136K | 1.1% | |
| PGIM Investments, LLC PGIM High Yield R6 Fund | Other securities | — | — | $69K | 0.5% | |
| Fidelity Management & Research Fidelity Advisor International Growth Z Fund | Mutual Funds | — | — | $58K | 0.5% | |
| Charles Schwab Investment Management Schwab Fdm Intl Equity Index Fund | Common Collective Trusts | — | — | $34K | 0.3% | |
| Cohen & Steers Mutual Funds Cohen & Seers Real Estate Sec Z Fund | Other securities | — | — | $21K | 0.2% | |
| Macquarie Emerging Markets R6 | Other securities | — | — | $13K | 0.1% | |
| ASSETS HELD AT END OF YEAR (E) | Other securities | — | — | $13K | 0.1% | |
| LA Capital Management/Victory Mid Cap Value I Sep Acct+ | Pooled Separate Accounts | — | — | $5K | <0.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $5K | <0.1% | |
| Fidelity Management & Research Fidelity Advisors Str. Inc. Z Fund | Mutual Funds | — | — | $5K | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% |
