Bradley LACY signed RFC LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RFC LLC's EIN is 61-0411479.
Download the official 2024 Form 5500 (PDF) for RFC LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RFC LLC'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 | $126K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL | 41-0973005 | — | INVESTMENT/FINANCIAL ADVI |
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 | |||||
|---|---|---|---|---|---|---|
| AMC STRAT ALLOC AGG - R6 | Registered Investment Companies | — | — | $4.0M | 8.4% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $3.9M | 8.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $3.7M | 7.6% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $3.5M | 7.2% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $3.1M | 6.4% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $3.0M | 6.3% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $2.6M | 5.5% | |
| AMC STRAT ALLOC MOD - R6 | Registered Investment Companies | — | — | $2.6M | 5.4% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $2.3M | 4.8% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $1.9M | 3.9% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $1.8M | 3.8% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $1.7M | 3.6% | |
| JPMORGAN INTERNATIONAL EQTY R6 | Registered Investment Companies | — | — | $1.7M | 3.5% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $1.6M | 3.3% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $1.4M | 3.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.1M | 2.4% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $1.1M | 2.3% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.1M | 2.3% | |
| PIONEER BOND FUND - K | Registered Investment Companies | — | — | $829K | 1.7% | |
| FIDELITY ADV SMALL CAP VAL Z | Registered Investment Companies | — | — | $639K | 1.3% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $596K | 1.2% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $591K | 1.2% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $564K | 1.2% | |
| AMC STRAT ALLOC CONS - R6 | Registered Investment Companies | — | — | $555K | 1.2% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $429K | 0.9% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $378K | 0.8% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $349K | 0.7% | |
| FIDELITY EMERGING MARKETS K | Registered Investment Companies | — | — | $183K | 0.4% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $177K | 0.4% | |
| PUTNAM SM CAP GWTHR6 | Registered Investment Companies | — | — | $171K | 0.4% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $102K | 0.2% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $96K | 0.2% | |
| FEDERATED MDT MDCP GR R6 | Registered Investment Companies | — | — | $96K | 0.2% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $52K | 0.1% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $38K |
| — |
