Kelly Sharkey signed RDA Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RDA Company, LLC's EIN is 51-0307421.
Download the official 2024 Form 5500 (PDF) for RDA Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RDA Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENSPRING ADVISORS, LLC | 82-5320133 | — | INVESTMENT/FINANCIAL ADVI | $47K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $8.4M | 25.6% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $4.8M | 14.4% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $2.2M | 6.8% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $2.0M | 6.1% | |
| AMF NEW ECON R6 | Registered Investment Companies | — | — | $1.7M | 5.3% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $1.4M | 4.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.4M | 4.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.2M | 3.7% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $968K | 2.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $941K | 2.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $873K | 2.6% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $802K | 2.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $694K | 2.1% | |
| AMFUNDS CAP WRLD GR INC - R6 | Registered Investment Companies | — | — | $643K | 2.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $558K | 1.7% | |
| DFA US LARGE CAP VALUE PORT I | Registered Investment Companies | — | — | $521K | 1.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $512K | 1.6% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $478K | 1.5% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $466K | 1.4% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $434K | 1.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $353K | 1.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $289K | 0.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $221K | 0.7% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $217K | 0.7% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $180K | 0.5% | |
| DFA US SMALL CAP VAL PORT INST | Registered Investment Companies | — | — | $157K | 0.5% | |
| DFA GLOBAL REAL ESTATE SEC I | Registered Investment Companies | — | — | $99K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $64K | 0.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $62K | 0.2% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $4K | <0.1% |
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 |
|---|---|---|---|---|---|
| SEK CPAS AND ADVISORS | 52-0783935 | — | ACCOUNTANT | $13K | — |
