Melanie Light signed Ruffalo NOEL Levitz's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ruffalo NOEL Levitz's EIN is 48-1289593.
Download the official 2024 Form 5500 (PDF) for Ruffalo NOEL Levitz from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ruffalo NOEL Levitz'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAYS FINANCIAL GROUP LLC | 41-1931920 | — | INVESTMENT ADVISORY- PLAN | $43K | — |
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 | Mutual Funds | — | — | $9.2M | 16.9% | |
| LG CAP GR FUND II FEE CLASS R1 WILMINGTON TRUST · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $4.4M | 8.0% | |
| BlackRock | Other securities | — | — | $4.2M | 7.7% | |
| BlackRock | Other securities | — | — | $4.2M | 7.7% | |
| Transamerica Life Insurance Co. | Common Stocks | — | — | $4.0M | 7.4% | |
| BlackRock | Other securities | — | — | $3.8M | 7.0% | |
| BlackRock | Other securities | — | — | $3.3M | 6.1% | |
| BlackRock | Other securities | — | — | $2.5M | 4.5% | |
| RPAG/WILMINGTON CORE PLUS BD FD R1 WILMINGTON · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $2.4M | 4.4% | |
| BlackRock | Other securities | — | — | $2.3M | 4.2% | |
| RPAG/WILMINGTON LG CAP VAL FD R1 WILMINGTON · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.1M | 3.9% | |
| PGIM | Other securities | — | — | $2.1M | 3.8% | |
| Ridgeworth | Other securities | — | — | $2.0M | 3.6% | |
| MFS | Mutual Funds | — | — | $1.8M | 3.3% | |
| BlackRock | Other securities | — | — | $1.7M | 3.0% | |
| American Funds | Mutual Funds | — | — | $850K | 1.6% | |
| BlackRock | Other securities | — | — | $810K | 1.5% | |
| Victory | Other securities | — | — | $801K | 1.5% | |
| Victory | Other securities | — | — | $599K | 1.1% | |
| Vanguard | Mutual Funds | — | — | $494K | 0.9% | |
| Notes receivable from participants | Other securities | — | — | $403K | 0.7% | |
| BlackRock | Other securities | — | — | $359K | 0.7% | |
| Vanguard | Mutual Funds | — | — | $357K | 0.7% | |
| Transamerica Life Insurance Co. | Common Stocks | — | — | $503 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
