Sandra Burch signed RMF Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RMF Engineering, Inc.'s EIN is 52-1279953.
Download the official 2024 Form 5500 (PDF) for RMF Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RMF Engineering, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $139K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
| Name | EIN | Location | Relation |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Funds | Common Collective Trusts | — | — | $13.5M | 19.8% | |
| PUTNAM LARGE CAP GROWTH CLASS R GREAT GRAY · EIN 86-1876640 / PN 001 | Common Collective Trust | — | — | $7.0M | 10.3% | |
| AMERICAN MODERATE ALLO. FD C1 1 ALTA TRUST · EIN 88-1393866 / PN 001 | Common Collective Trust | — | — | $4.7M | 6.9% | |
| Vanguard Information Technology Index Fund Admiral Shares Mutual Funds | Common Collective Trusts | — | — | $4.6M | 6.8% | |
| LARGE CAP VALUE CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $3.9M | 5.8% | |
| AMERICAN AGGRESSIVE ALLOCATION FD C ALTA TRUST · EIN 88-1329967 / PN 001 | Common Collective Trust | — | — | $3.8M | 5.5% | |
| Guaranteed Portfolio Fund Benefit Responsive Investment Contract | Other securities | — | — | $3.1M | 4.6% | |
| ALTA FED. MDT SMALL CAP CORE ALTA TRUST · EIN 99-2666297 / PN 001 | Common Collective Trust | — | — | $2.6M | 3.9% | |
| Empower International Value Fund Inst'l Class Mutual Funds | Other securities | — | — | $2.2M | 3.2% | |
| AMERICAN CONSERVATIVE ALLOCATION FD ALTA TRUST · EIN 88-1370364 / PN 001 | Common Collective Trust | — | — | $2.0M | 3.0% | |
| Vanguard Health Care Index Fund Admiral Shares Mutual Funds | Common Collective Trusts | — | — | $1.8M | 2.6% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $1.8M | 2.6% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $1.8M | 2.6% | |
| PUTNAM RETIREMENT ADV 2055 FUND XA PUTNAM INVESTMENTS · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $1.6M | 2.3% | |
| Fidelity Mid Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $1.3M | 2.0% | |
| Fidelity International Index Fund Mutual Funds | Common Collective Trusts | — | — | $1.2M | 1.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 I PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $1.1M | 1.6% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 I PUTNAM INVESTMENTS · EIN 47-5459433 / PN 273 | Common Collective Trust | — | — | $990K | 1.5% | |
| Vanguard Energy Index Fund Admiral Shares Mutual Funds | Common Collective Trusts | — | — | $946K | 1.4% | |
| DFA Emerging Markets Core Equity I Mutual Funds | Mutual Funds | — | — | $923K | 1.4% | |
| Vanguard Utilities Index Fund Admiral Shares Mutual Funds | Common Collective Trusts | — | — | $886K | 1.3% | |
| PGIM High Yield R6 Mutual Funds | Other securities | — | — | $818K | 1.2% | |
| DFA Inflation-Protected Securities Portfolio I Mutual Funds | Mutual Funds | — | — | $704K | 1.0% | |
| PGIM CORE CONSER BOND FUND CIT FEE GREAT GRAY · EIN 38-7271359 / PN 753 | Common Collective Trust | — | — | $649K | 1.0% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual Funds | Common Collective Trusts | — | — | $464K | 0.7% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $457K | 0.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 I PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $420K | 0.6% | |
| PUTNAM RETIREMENT ADV 2050 FUND XA PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $419K | 0.6% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $339K | 0.5% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $330K | 0.5% | |
| Venerable Large Cap Index Fund (V) Annuity Contract | Common Collective Trusts | — | — | $272K | 0.4% | |
| Venerable US Large Cap Strategic Equity (V) Annuity Contract | Other securities | — | — | $256K | 0.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 XA PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $246K | 0.4% | |
| Voya Russel Mid Cap Growth Index Portfolio (A) Annuity Contract | Other securities | — | — | $231K | 0.3% | |
| Fidelity Small Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $231K | 0.3% | |
| PGIM Global Total Return R6 Mutual Funds | Other securities | — | — | $225K | 0.3% | |
| July 2053 - 0 - | Other securities | — | — | $195K | 0.3% | |
| Voya Retirement Moderate Growth (A) Annuity Contract | Other securities | — | — | $172K | 0.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2065 PUTNAM INVESTMENTS · EIN 85-3582370 / PN 277 | Common Collective Trust | — | — | $125K | 0.2% | |
| PUTNAM RETIREMENT ADV MATURITY FUND PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $11K | <0.1% | |
| FIRST EAGLE SMALL CAP OPPORTUNITY BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 87-6383971 / PN 000 | Common Collective Trust | — | — | $9K | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 XA PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $8K | <0.1% | |
| LORD ABBETT SMALL CAP GROWTH TRUST GREAT GRAY · EIN 38-4139856 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Direct comp |
|---|
| Indirect comp |
|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRIAD ADVISORS INC | — | NORCROSS, GA | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INS SERVICES INC | — | CINCINNATI, OH | CONTRACT ADMIN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES | — | CHICAGO, IL | OTHER | $11K | — |
