Margaret Herod signed Rumberger, Kirk & Caldwell, Professional Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rumberger, Kirk & Caldwell, Professional Association's EIN is 59-2089901.
Download the official 2024 Form 5500 (PDF) for Rumberger, Kirk & Caldwell, Professional Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rumberger, Kirk & Caldwell, Professional Association'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $67K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT PLAN | 35-2467663 | — | ADVISOR | $48K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity ContraFund | Mutual Funds | — | — | $17.7M | 19.1% | |
| WILMINGTONBLACKROCK EQUITY INDEX R INVESCO · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $8.4M | 9.1% | |
| MFS Val R6 | Mutual Funds | — | — | $6.7M | 7.3% | |
| PIMCO STABLE INCOME CLASS I JP MORGAN · EIN 45-4313627 / PN 001 | Common Collective Trust | — | — | $6.2M | 6.7% | |
| PIMCO RealPath Blend 2025 | Mutual Funds | — | — | $6.1M | 6.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $6.0M | 6.5% | |
| WILMINGTONBLACKROCK EAFE EQUITY IN VANGUARD · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $5.2M | 5.6% | |
| PIMCO RealPath Blend Income | Mutual Funds | — | — | $4.8M | 5.2% | |
| BlackRock Global Allocation | Mutual Funds | — | — | $4.3M | 4.7% | |
| Blackrock Glbl Alloc K | Other securities | — | — | $4.3M | 4.7% | |
| PIMCO RealPath Blend 2030 | Mutual Funds | — | — | $4.2M | 4.6% | |
| PIMCO RealPath Blend 2040 | Mutual Funds | — | — | $3.3M | 3.5% | |
| John Hancock John Hancock Bond | Other securities | — | — | $3.1M | 3.4% | |
| PIMCO RealPath Blend 2035 | Mutual Funds | — | — | $2.6M | 2.8% | |
| PIMCO RealPath Blend 2045 | Mutual Funds | — | — | $2.2M | 2.3% | |
| Invesco Small Cap Growth | Mutual Funds | — | — | $1.8M | 1.9% | |
| DFA US Small Cap Value | Mutual Funds | — | — | $1.6M | 1.7% | |
| PIMCO RealPath Blend 2050 | Mutual Funds | — | — | $1.6M | 1.7% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.4M | 1.6% | |
| WILMINGTONBLACKROCK RUSSELL 2000 I AMERICAN FUNDS · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $1.3M | 1.4% | |
| PIMCO RealPath Blend 2055 | Mutual Funds | — | — | $945K | 1.0% | |
| PIMCO International Bond | Mutual Funds | — | — | $791K | 0.9% | |
| PIMCO Intl Bd (USD-Hdg) Instl | Mutual Funds | — | — | $791K | 0.9% | |
| DFA Emerging Markets Core Equity | Mutual Funds | — | — | $758K | 0.8% | |
| Fidelity Advisor Intl Small Cap | Mutual Funds | — | — | $519K | 0.6% | |
| PIMCO RealPath Blend 2060 | Mutual Funds | — | — | $317K | 0.3% | |
| Principal Diversified Real Asset | Other securities | — | — | $293K | 0.3% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $290K | 0.3% | |
| Participants Notes Receivable with interest rates of 4.25% to 6.50% | Bonds / Notes | — | — | $289K | 0.3% | |
| PIMCO RealPath Blend 2065 | Mutual Funds | — | — | $57K | <0.1% | |
| Transamerica Interest-bearing cash | Cash / Money Market | — | — | $27K | <0.1% | |
| State Street Bank & Trust Co. Cash Reserve Account | Cash / Money Market | — | — | $27K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REHMANN LLC | 38-3567911 | — | AUDITOR | $16K | — |
