Stacey Bandell signed Rockingham Cooperative Farm Bureau, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rockingham Cooperative Farm Bureau, Inc.'s EIN is 54-0361980.
Download the official 2024 Form 5500 (PDF) for Rockingham Cooperative Farm Bureau, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rockingham Cooperative Farm Bureau, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $52K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement I 2030 Advisor Class | Other securities | — | — | $2.8M | 13.7% | |
| T. Rowe Price Retirement I 2020 Advisor Class | Other securities | — | — | $2.0M | 10.0% | |
| Vanguard 500 Index Fund - Admiral | Common Collective Trusts | — | — | $1.7M | 8.3% | |
| T. Rowe Price Retirement I 2040 Advisor Class | Other securities | — | — | $1.7M | 8.2% | |
| Columbia Contrarian Core Institutional 3 | Other securities | — | — | $1.7M | 8.1% | |
| MFS International Growth R6 | Mutual Funds | — | — | $1.3M | 6.6% | |
| Dodge & Cox Income Fund - I | Mutual Funds | — | — | $1.1M | 5.4% | |
| T. Rowe Price Retirement I 2050 Advisor Class | Other securities | — | — | $968K | 4.8% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $933K | 4.6% | |
| T. Rowe Price Retirement I 2060 Advisor Class | Other securities | — | — | $930K | 4.6% | |
| GALLIARD STABLE RETURN FUND M WELLS FARGO MUTUAL FUNDS · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $923K | 4.5% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $676K | 3.3% | |
| Nuveen Mid Cap Value R6 | Mutual Funds | — | — | $595K | 2.9% | |
| Invesco Equity and Income R6 | Mutual Funds | — | — | $519K | 2.6% | |
| FEDERATED HERMES CAPITL PRESERVATIO FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $420K | 2.1% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $369K | 1.8% | |
| Blackrock Liquidity FedFund Institutional | Other securities | — | — | $361K | 1.8% | |
| T. Rowe Price Retirement I 2010 Advisor Class | Other securities | — | — | $312K | 1.5% | |
| JP Morgan US Equity R6 | Other securities | — | — | $309K | 1.5% | |
| MFS Value R6 | Mutual Funds | — | — | $252K | 1.2% | |
| Participant Loans Various loans, interest rates: 4.25% - 9.50% - | Bonds / Notes | — | — | $211K | 1.0% | |
| Invesco Discovery Mid Cap Growth R6 | Mutual Funds | — | — | $158K | 0.8% | |
| Invesco Discovery R6 | Mutual Funds | — | — | $115K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DALLAS, TX |
| INVESTMENT ADVISOR |
| $26K |
| — |
