RGC Resources, Inc.'s EIN is 54-1909697.
Download the official 2024 Form 5500 (PDF) for RGC Resources, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RGC Resources, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $13K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS |
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 2030 Fund I | Other securities | — | — | $5.1M | 22.6% | |
| T. Rowe Price Retirement 2040 Fund I | Other securities | — | — | $4.4M | 19.6% | |
| GALLIARD STABLE RETURN FUND PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $2.4M | 10.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.3M | 5.6% | |
| T. Rowe Price Retirement 2020 Fund I | Other securities | — | — | $1.2M | 5.5% | |
| Vanguard Equity Income Fund Admiral Shares | Mutual Funds | — | — | $806K | 3.6% | |
| T. Rowe Price Retirement 2050 Fund I | Other securities | — | — | $792K | 3.5% | |
| T. Rowe Price Mid-Cap Growth Fund I | Other securities | — | — | $755K | 3.3% | |
| JP Morgan Large Cap Growth Fund R6 | Other securities | — | — | $733K | 3.2% | |
| Fidelity Total Bond Fund K6 | Mutual Funds | — | — | $721K | 3.2% | |
| American Funds Europacific Growth Fund R6 | Mutual Funds | — | — | $592K | 2.6% | |
| T. Rowe Price Retirement 2055 Fund I ** 718 T. Rowe Price Retirement 2060 Fund I | Other securities | — | — | $517K | 2.3% | |
| American Funds Income Fund of America R6 | Mutual Funds | — | — | $468K | 2.1% | |
| Fidelity Strategic Income Fund | Mutual Funds | — | — | $396K | 1.8% | |
| T. Rowe Price Retirement 2025 Fund I | Other securities | — | — | $335K | 1.5% | |
| American Century Small-Cap Growth Fund R6 Class | Other securities | — | — | $329K | 1.5% | |
| Vanguard Small-Cap Value Index Fund | Common Collective Trusts | — | — | $287K | 1.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $264K | 1.2% | |
| Participant loans Various loans at 4.25% - 9.50% - | Bonds / Notes | — | — | $196K | 0.9% | |
| Allspring Special Global Small Cap Fund | Other securities | — | — | $168K | 0.7% | |
| T. Rowe Price Retirement 2010 Fund I | Other securities | — | — | $161K | 0.7% | |
| Fidelity Government Money Market Fund R6 | Mutual Funds | — | — | $134K | 0.6% | |
| JP Morgan Mid Cap Value Fund L | Other securities | — | — | $112K | 0.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $97K | 0.4% | |
| T. Rowe Price Retirement 2045 Fund I | Other securities | — | — | $78K | 0.3% | |
| T. Rowe Price Retirement 2035 Fund I | Other securities | — | — | $62K | 0.3% | |
| ALLSPRING CORE BOND CIT TR SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| GALLIARD STABLE RETURN FUND PNTR SEI TRUST COMPANY · EIN 46-6208187 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINC/BLACKROCK INTL EQ INDEX CIT T SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINC/BLACKROCK RU 2000 INDEX CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINC/MULTI-MANAGER SMALL CAP CIT T SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINC/BR S&P MIDCAP INDEX CIT SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINC/BLACKROCK S&P 500 INDEX CIT T SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL/MFS VALUE CIT TR SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINC/BR US AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINC/TROWE PRC INST LCG MGD CIT TR SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | 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.
| 04-2654524 |
| — |
| ADVISOR |
| $674 |
| — |
