Eric Bell signed RBC, Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RBC, Incorporated's EIN is 54-0990960.
Download the official 2024 Form 5500 (PDF) for RBC, Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RBC, Incorporated'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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES 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 | |||||
|---|---|---|---|---|---|---|
| Guaranteed interest account | Other securities | — | — | $5.2M | 21.5% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $4.3M | 17.7% | |
| BLACKROCK EQUITY INDEX FUND CL R GREAT GRAY TRUST COMPANY, LLC · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.4M | 10.0% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $2.4M | 9.7% | |
| LARGE CAP GROWTH III CL I1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $2.0M | 8.1% | |
| MASS MUTUAL CORE BOND I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $835K | 3.4% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $757K | 3.1% | |
| MASSMUTUAL HIGH YIELD I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $666K | 2.7% | |
| VANGUARD EQUITY-INCOME ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $663K | 2.7% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $634K | 2.6% | |
| FIDELITY SMALL CAP GROWTH K6 | Mutual Funds | — | — | $479K | 2.0% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $439K | 1.8% | |
| MID CAP GROWTH FUND II CL I1 GREAT GRAY · EIN 38-7304118 / PN 181 | Common Collective Trust | — | — | $427K | 1.8% | |
| FIDELITY SMALL CAP INDEX | Mutual Funds | — | — | $414K | 1.7% | |
| MASSMUTUAL GLOBAL I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $377K | 1.5% | |
| FIDELITY MID CAP INDEX | Mutual Funds | — | — | $298K | 1.2% | |
| FIDELITY US BOND INDEX | Mutual Funds | — | — | $295K | 1.2% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $292K | 1.2% | |
| Participant notes receivable | Other securities | — | — | $220K | 0.9% | |
| ALLSPRING SPECIAL MID CAP VALUE R6 | Other securities | — | — | $180K | 0.7% | |
| GOLDMAN SACHS INTL SMALL CP INSIGHTS I | Other securities | — | — | $172K | 0.7% | |
| FIDELITY INTERNATIONAL INDEX | Mutual Funds | — | — | $155K | 0.6% | |
| PRINCIPAL REAL ESTATE SECURITIES FD R-6 | Other securities | — | — | $149K | 0.6% | |
| SMALL CAP VALUE FUND III CL I1 GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $135K | 0.6% | |
| INDEXSELECT AGGRSSV RTRMNT CIT | Common Collective Trusts | — | — | $120K | 0.5% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $120K | 0.5% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $116K | 0.5% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $100K | 0.4% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $98K | 0.4% | |
| EMERGING MARKETS CIT GREAT GRAY · EIN 86-1819869 / PN 000 | Common Collective Trust | — | — | $12K | <0.1% | |
| MASSMUTUAL MID CAP GROWTH I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% | |
| INVESCO DEVELOPING MARKETS R6 INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA US LARGE CAP VALUE I DIMENSIONAL FUND ADVISORS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% | |
| MASSMUTUAL BLUE CHIP GROWTH I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | 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.
| — |
| AUSTIN, TX |
| INVESTMENT ADVISOR |
| $37K |
| — |
