LEIF Kurowski signed RB Properties, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RB Properties, Inc.'s EIN is 52-1142718.
Download the official 2024 Form 5500 (PDF) for RB Properties, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RB Properties, Inc.'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 | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| POINTOAK RETIREMENT ADVISORS, LLC | 82-3941866 | — | INVESTMENT/FINANCIAL ADVI | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $755K | 11.5% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $622K | 9.5% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $614K | 9.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $599K | 9.1% | |
| AMERFUNDS 2010 TARG DATERET R6 810 REGISTERED INVESTMENT COMPANY VANGUARD GROWTH & INCOME ADMIR | Registered Investment Companies | — | — | $377K | 5.7% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $372K | 5.7% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $338K | 5.2% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $328K | 5.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $303K | 4.6% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $291K | 4.4% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $237K | 3.6% | |
| T ROWE PRICE GLOBAL ALLOC I | Registered Investment Companies | — | — | $230K | 3.5% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $190K | 2.9% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $189K | 2.9% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $161K | 2.5% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $109K | 1.7% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $97K | 1.5% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $93K | 1.4% | |
| FRA MUTUAL INTERNATL VALUE R6 | Registered Investment Companies | — | — | $78K | 1.2% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $76K | 1.2% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $71K | 1.1% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $69K | 1.1% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $54K | 0.8% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $45K | 0.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $40K | 0.6% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $32K | 0.5% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $19K | 0.3% | |
| INVESCO GOLD & SPEC MINR6 | Registered Investment Companies | — | — | $16K | 0.2% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $15K | 0.2% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $11K | 0.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $8K | 0.1% | |
| VANGUARD MID CAP INDEX - ADM | 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.
