KIM Rogers signed RHO, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RHO, Inc.'s EIN is 56-1442655.
Download the official 2024 Form 5500 (PDF) for RHO, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RHO, 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 | $75K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT FIDUCIARY GROUP 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 | |||||
|---|---|---|---|---|---|---|
| TRP RET 2040 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 35-6914729 / PN 001 | Common Collective Trust | — | — | $9.3M | 12.4% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $9.2M | 12.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $8.4M | 11.1% | |
| TRP RET 2050 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 30-3306214 / PN 001 | Common Collective Trust | — | — | $7.2M | 9.6% | |
| NEU LARGE CAP VALUE - R6 | Registered Investment Companies | — | — | $4.8M | 6.3% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $3.7M | 4.9% | |
| TRP RET 2030 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $3.3M | 4.3% | |
| TRP RET 2055 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 35-6914728 / PN 001 | Common Collective Trust | — | — | $3.1M | 4.2% | |
| MFS CORPORATE BOND R6 | Registered Investment Companies | — | — | $2.9M | 3.8% | |
| PUTNAM STABLE VALUE FUND 15 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.7M | 3.6% | |
| TRP RET 2045 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $2.7M | 3.6% | |
| TRP RET 2060 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.6M | 3.4% | |
| TRP RET 2035 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 36-7595103 / PN 001 | Common Collective Trust | — | — | $2.3M | 3.0% | |
| COLUMBIA SMALL CAP GROWTH I2 | Registered Investment Companies | — | — | $2.1M | 2.9% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $2.0M | 2.7% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $1.9M | 2.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.2M | 1.6% | |
| PIMCO GNMA GOVTSECUR-INST | Registered Investment Companies | — | — | $1.1M | 1.4% | |
| FID ADV INTL SMALL CAP FUND Z | Registered Investment Companies | — | — | $1.0M | 1.3% | |
| TRP RET 2020 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $960K | 1.3% | |
| TRP RET 2025 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 36-7495447 / PN 001 | Common Collective Trust | — | — | $855K | 1.1% | |
| TRP RET 2065 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $718K | 1.0% | |
| SMALL CAP VAL II R1 WILMINGTON TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $714K | 0.9% | |
| TRP RET 2005 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $429K | 0.6% | |
| TRP RET 2015 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $17K | <0.1% | |
| TRP RET 2010 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $52 | <0.1% | |
| STABLE VALUE FUND - R1 WILMINGTON TRUST · EIN 85-4031707 / PN 653 | 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.
| 27-4653554 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $62K |
| — |
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT/FINANCIAL ADVI | $6K | — |
