TARA Wineinger signed RS&H, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RS&H, Inc.'s EIN is 59-2986466.
Download the official 2024 Form 5500 (PDF) for RS&H, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RS&H, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $355K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS | — | ROLLING MEADOWS, IL | RETAINED BY EMPLOYER | $20K | — |
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 500 Index Fund Admiral | Common Collective Trusts | — | — | $32.2M | 10.9% | |
| Company Common Stock * RS&H, Inc. Common stock, $0.01 par value | Common Stocks | — | $13.7M | $30.2M | 10.2% | |
| JP Morgan Large Growth Fund | Other securities | — | — | $22.9M | 7.7% | |
| T. ROWE PRICE RET. HYBRID 2055 TRUS T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $14.4M | 4.9% | |
| T. ROWE PRICE RET. HYBRID 2045 TRUS T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $12.8M | 4.3% | |
| T. ROWE PRICE RET. HYBRID 2030 TRUS T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $12.7M | 4.3% | |
| JP Morgan Mid Cap Growth Select | Other securities | — | — | $12.3M | 4.2% | |
| T. ROWE PRICE RET. HYBRID 2040 TRUS T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $12.3M | 4.1% | |
| INVESCO STABLE VALUE INVESCO NATIONAL TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $12.1M | 4.1% | |
| T. ROWE PRICE RET. HYBRID 2060 TRUS T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $11.8M | 4.0% | |
| MFS Value Fund | Mutual Funds | — | — | $11.8M | 4.0% | |
| MFS Moderate Allocation Fund | Mutual Funds | — | — | $11.7M | 3.9% | |
| T. ROWE PRICE RET. HYBRID 2035 TRUS T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $11.7M | 3.9% | |
| T. ROWE PRICE RET. HYBRID 2050 TRUS T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $10.8M | 3.6% | |
| MFS Aggressive Growth Allocation Fund | Mutual Funds | — | — | $9.0M | 3.0% | |
| T. Rowe Price T Rowe Price Retirement 2025 | Mutual Funds | — | — | $8.0M | 2.7% | |
| T. ROWE PRICE RET. HYBRID 2025 TRUS T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $8.0M | 2.7% | |
| T. Rowe Price Small Cap Growth Equity Fund | Other securities | — | — | $7.1M | 2.4% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $6.5M | 2.2% | |
| MFS Growth Allocation Fund | Mutual Funds | — | — | $5.7M | 1.9% | |
| Macquarie Small Cap Value Fund | Other securities | — | — | $4.7M | 1.6% | |
| MFS Total Return Bond Fund | Mutual Funds | — | — | $4.2M | 1.4% | |
| MFS Total Return Fund | Mutual Funds | — | — | $2.9M | 1.0% | |
| Vanguard Extended Market Index Fund | Common Collective Trusts | — | — | $2.8M | 0.9% | |
| Lord Abbett Short Duration Income Fund | Mutual Funds | — | — | $2.7M | 0.9% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $2.6M | 0.9% | |
| maturing through June 2039 | Other securities | — | — | $2.5M | 0.8% | |
| T. ROWE PRICE RET. HYBRID 2020 TRUS T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $2.4M | 0.8% | |
| Investco Small Mid Company Fund | Common Stocks | — | — | $2.0M | 0.7% | |
| Vanguard Total International Index Fund | Common Collective Trusts | — | — | $1.8M | 0.6% | |
| MFS Conservative Allocation Fund | Mutual Funds | — | — | $1.6M | 0.5% | |
| T. ROWE PRICE RET. HYBRID 2015 TRUS T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $1.1M | 0.4% | |
| T. ROWE PRICE RET. HYBRID 2005 TRUS T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $880K | 0.3% | |
| Money Market Funds JP Morgan U.S. Government Money Market Fund | Cash / Money Market | — | — | $392K | 0.1% | |
| T. ROWE PRICE RET. HYBRID 2010 TRUS T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $98K | <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 |
|---|---|---|---|---|---|
| SMITH, GAMBRELL & RUSSELL, LLP | — | JACKSONVILLE, FL | RETAINED BY EMPLOYER | $61K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | RETAINED BY EMPLOYER | $31K | — |
| FORVIS | — | JACKSONVILLE, FL | RETAINED BY EMPLOYER | $22K | — |
