S.P. Richards Company's EIN is 58-1237213.
Download the official 2024 Form 5500 (PDF) for S.P. Richards Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)S.P. Richards Company'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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $81K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $12.7M | 19.0% | |
| VANGUARD TARGET RETIREMENT 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $9.4M | 14.1% | |
| VANGUARD TARGET RETIREMENT 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $8.9M | 13.4% | |
| VANGUARD TARGET RETIREMENT 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $5.5M | 8.3% | |
| VANGUARD TARGET RETIREMENT 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $4.8M | 7.2% | |
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $3.8M | 5.7% | |
| VANGUARD TARGET RETIREMENT 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $3.2M | 4.8% | |
| Brown Advisory Sustainable Growth Fund | Other securities | — | — | $2.7M | 4.0% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $2.1M | 3.1% | |
| VANGUARD TARGET RETIREMENT 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $1.8M | 2.7% | |
| Participant loans Various maturity dates; interest at 4.25% - 9.50% | Bonds / Notes | — | — | $1.8M | 2.6% | |
| Vanguard Treasury Money Market Fund | Mutual Funds | — | — | $1.4M | 2.1% | |
| VANGUARD TARGET RETIREMENT 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.9% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $1.0M | 1.5% | |
| Vanguard Small-Cap Index Fund Institutional Shares | Common Collective Trusts | — | — | $1.0M | 1.5% | |
| Vanguard Equity Income Fund Admiral Shares | Mutual Funds | — | — | $950K | 1.4% | |
| VANGUARD TARGET RETIREMENT 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $890K | 1.3% | |
| VANGUARD TARGET RETIREMENT INCOME T VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $810K | 1.2% | |
| VANGUARD TARGET RETIREMENT 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $669K | 1.0% | |
| Vanguard Explorer Fund | Mutual Funds | — | — | $488K | 0.7% | |
| Vanguard International Stock Index Fund | Common Collective Trusts | — | — | $353K | 0.5% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $328K | 0.5% | |
| T. Rowe Price Institutional Large Cap Growth Fund | Other securities | — | — | $319K | 0.5% | |
| VANGUARD TARGET RETIREMENT 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $188K | 0.3% | |
| Vanguard Federal Money Market Fund Admiral Shares | Mutual Funds | — | — | $165K | 0.2% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $161K | 0.2% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
