Jackie Smith signed RHA Health Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RHA Health Services, LLC's EIN is 47-4780449.
Download the official 2024 Form 5500 (PDF) for RHA Health Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RHA Health Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $114K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Inv Mutual fund | Mutual Funds | — | — | $3.7M | 16.5% | |
| Vanguard Target Retirement 2030 Inv Mutual fund | Mutual Funds | — | — | $3.3M | 14.4% | |
| Vanguard Target Retirement 2040 Inv Mutual fund | Mutual Funds | — | — | $2.2M | 9.7% | |
| Vanguard Target Retirement 2025 Inv Mutual fund | Mutual Funds | — | — | $2.0M | 9.0% | |
| Vanguard Target Retirement 2045 Inv Mutual fund | Mutual Funds | — | — | $1.6M | 7.0% | |
| Vanguard Target Retirement 2050 Inv Mutual fund | Mutual Funds | — | — | $1.4M | 6.4% | |
| Vanguard Target Retirement 2020 Inv Mutual fund | Mutual Funds | — | — | $1.2M | 5.3% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $1.2M | 5.1% | |
| maturing at various dates, secured by participant account balances | Other securities | — | — | $1.1M | 5.0% | |
| Vanguard 500 Index Admiral Mutual fund | Common Collective Trusts | — | — | $773K | 3.4% | |
| AB Large Cap Growth Z Fund Mutual fund | Other securities | — | — | $639K | 2.8% | |
| Vanguard Target Retirement 2060 Inv Mutual fund | Mutual Funds | — | — | $562K | 2.5% | |
| Vanguard Target Retirement 2055 Inv Mutual fund | Mutual Funds | — | — | $560K | 2.5% | |
| Vanguard Tgt Rmt Inc Inv Fund Mutual fund | Mutual Funds | — | — | $351K | 1.6% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd Mutual fund | Common Collective Trusts | — | — | $263K | 1.2% | |
| Vanguard Mid-Cap Index ADM Mutual fund | Mutual Funds | — | — | $256K | 1.1% | |
| JPMorgan Equity Income R6 Mutual fund | Other securities | — | — | $186K | 0.8% | |
| Jhancock Disciplined Value Mid Cap R6 Fund Mutual fund | Other securities | — | — | $172K | 0.8% | |
| Janus Triton N Mutual fund | Mutual Funds | — | — | $159K | 0.7% | |
| Vanguard Small Cap Index ADM Mutual fund | Mutual Funds | — | — | $146K | 0.6% | |
| Vanguard Target Retirement 2065 Inv Mutual fund | Mutual Funds | — | — | $137K | 0.6% | |
| American Funds Europacific Growth R Mutual fund | Mutual Funds | — | — | $130K | 0.6% | |
| Investment Dev Mark R6 Fund Mutual fund | Other securities | — | — | $94K | 0.4% | |
| (E) | Other securities | — | $18K | $91K | 0.4% | |
| Vanguard Total Intl Stock Index ADM Mutual fund | Mutual Funds | — | — | $91K | 0.4% | |
| Pimco All Asset Institutional Fund Mutual fund | Mutual Funds | — | — | $90K | 0.4% | |
| MassMutual Select Mid Cap Gr I Fund Mutual fund | Other securities | — | — | $86K | 0.4% | |
| Pimco Income Institutional Mutual fund | Mutual Funds | — | — | $57K | 0.3% | |
| Columbia Small Capital Value II I3 Mutual fund | Other securities | — | — | $49K | 0.2% | |
| Vanguard Target Retirement 2070 Inv Mutual fund | Mutual Funds | — | — | $18K | <0.1% | |
| Lord Abbett Total Return R6 Mutual fund | Mutual Funds | — | — | $16K | <0.1% | |
| Large Cap S&P 500 Index SA Pooled separate accounts | Pooled Separate Accounts | — | — | $8K | <0.1% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $8K | <0.1% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $3K | <0.1% | |
| Mid Cap S&P 400 Index SA Pooled separate accounts | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2K | <0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $1K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1K | <0.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $574 | <0.1% | |
| STABLE VALUE FIXD INC CIT CL 1 ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $359 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
