Maher HARB signed RMB Capital Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RMB Capital Management, LLC's EIN is 59-3792751.
Download the official 2024 Form 5500 (PDF) for RMB Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RMB Capital Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $10.5M | 26.0% | |
| Hartford Core Equity Fund | Other securities | — | — | $4.4M | 11.0% | |
| TransAmerica International Equity | Other securities | — | — | $2.6M | 6.4% | |
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $2.6M | 6.4% | |
| RMB Small Cap Fund | Other securities | — | — | $2.2M | 5.4% | |
| RMB SMID Cap Fund | Other securities | — | — | $1.6M | 4.1% | |
| Fidelity Government Cash Reserves | Mutual Funds | — | — | $1.6M | 4.0% | |
| RMB Fund | Other securities | — | — | $1.6M | 3.9% | |
| Vanguard Total World Stock Index Fund | Common Collective Trusts | — | — | $1.5M | 3.8% | |
| Invesco Developing Market Fund | Mutual Funds | — | — | $1.1M | 2.8% | |
| Fidelity Brokeragelink Retirement Accounts | Mutual Funds | — | — | $1.0M | 2.6% | |
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $1.0M | 2.5% | |
| RMB International Fund | Other securities | — | — | $1.0M | 2.5% | |
| Principal SmallCap Fund | Other securities | — | — | $942K | 2.3% | |
| RMB Mendon Financial Services Fund | Other securities | — | — | $889K | 2.2% | |
| PIMCO Income Fund | Mutual Funds | — | — | $734K | 1.8% | |
| Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $688K | 1.7% | |
| Baird Intermediate Bond Fund | Other securities | — | — | $607K | 1.5% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $553K | 1.4% | |
| RMB Japan Fund | Other securities | — | — | $386K | 1.0% | |
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $369K | 0.9% | |
| Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $352K | 0.9% | |
| Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $332K | 0.8% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $289K | 0.7% | |
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $237K | 0.6% | |
| Federated Hermes Institutional High Yield Bond Fund | Other securities | — | — | $226K | 0.6% | |
| Fidelity Freedom Index Income Fund | Mutual Funds | — | — | $224K | 0.6% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | Bonds / Notes | — | — | $205K | 0.5% | |
| Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $183K | 0.5% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $156K | 0.4% | |
| DFA Commodity Strategy Portfolio | Mutual Funds | — | — | $104K | 0.3% | |
| Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $39K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
