Darcy Willis signed RHW Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RHW Management, Inc.'s EIN is 48-0955622.
Download the official 2024 Form 5500 (PDF) for RHW Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RHW Management, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS, LLC | 20-4553256 | — | INVESTMENT/FINANCIAL ADVI | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $1.3M | 17.7% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $1.3M | 17.6% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $842K | 11.1% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $766K | 10.1% | |
| INV DISC MID CAP GROWTH R6 | Registered Investment Companies | — | — | $456K | 6.0% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $382K | 5.0% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $250K | 3.3% | |
| FID LARGE CAP VALUE INDEX | Registered Investment Companies | — | — | $239K | 3.2% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $233K | 3.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $194K | 2.6% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $184K | 2.4% | |
| TRP GLOBAL MULTI SECT BD I | Registered Investment Companies | — | — | $169K | 2.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $155K | 2.0% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $153K | 2.0% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $140K | 1.9% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $135K | 1.8% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $114K | 1.5% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $107K | 1.4% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $86K | 1.1% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $78K | 1.0% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $56K | 0.7% | |
| FIDELITY REAL ESTATE INDEX | Registered Investment Companies | — | — | $54K | 0.7% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $25K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
