Rhonda Holmes signed The Reese Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Reese Group, Inc.'s EIN is 62-1077825.
Download the official 2024 Form 5500 (PDF) for The Reese Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Reese Group, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
| EMPOWER ADVISOR GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $7.9M | 98.5% | |
| T ROWE PRICE RET BLEND SELCT T 2025 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $1.4M | 17.8% | |
| T ROWE PRICE RET BLEND SELCT T 2030 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $1.4M | 17.2% | |
| T ROWE PRICE RET BLEND SELCT T 2015 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $1.2M | 15.3% | |
| T ROWE PRICE RET BLEND SELCT T 2050 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $463K | 5.8% | |
| T ROWE PRICE RET BLEND SELCT T 2020 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $413K | 5.1% | |
| T ROWE PRICE RET BLEND SELCT T 2035 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $397K | 4.9% | |
| T ROWE PRICE RET BLEND SECLT T 2040 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $314K | 3.9% | |
| T ROWE PRICE RET BLEND SELCT T 2055 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $254K | 3.2% | |
| T ROWE PRICE RET BLEND SELCT T 2010 GREAT GRAY · EIN 38-7264570 / PN 734 | Common Collective Trust | — | — | $239K | 3.0% | |
| STATE ST US BND INDX SL C1 XIV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $182K | 2.3% | |
| T ROWE PRICE RET BLEND SELCT T 2045 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $118K | 1.5% | |
| T ROWE PRICE RET BLEND SELCT T 2060 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $15K | 0.2% | |
| T ROWE PRICE RET BLEND SELCT T 2065 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $12K | 0.1% |
| IPI WEALTH MANAGEMENT INC |
| — |
| DECATURE, IL |
| INVESTMENT ADVISOR |
| $16K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONES RIVER CONSULTING INC | 45-3783933 | MURFREESBORO, TN | CONTRACT ADMIN | $1K | — |
