AMY Bradshaw signed Rural Medical Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rural Medical Services, Inc.'s EIN is 62-1102683.
Download the official 2024 Form 5500 (PDF) for Rural Medical Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rural Medical Services, Inc.'s plan includes a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $2K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $9.8M | 93.3% | |
| Y Mutual of America Investment Corporation Mutual of America Clear Passage 2035 Fund | Common Stocks | — | — | $2.6M | 24.9% | |
| Y Mutual of America Investment Corporation Mutual of America Clear Passage 2050 Fund | Common Stocks | — | — | $1.1M | 10.7% | |
| Y Mutual of America Investment Corporation Mutual of America Equity Index Fund | Common Collective Trusts | — | — | $947K | 9.0% | |
| Y Mutual of America Investment Corporation Mutual of America Clear Passage 2045 Fund | Common Stocks | — | — | $834K | 7.9% | |
| Y Mutual of America Investment Corporation Mutual of America Clear Passage 2040 Fund | Common Stocks | — | — | $812K | 7.7% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Value Fund 93 . GROUP ANNUITY CONTRACT Mutual of America Mutual of America Interest Accumulation Account | Common Stocks | — | — | $702K | 6.7% | |
| Y Mutual of America Investment Corporation Mutual of America Clear Passage 2030 Fund | Common Stocks | — | — | $646K | 6.1% | |
| Y Mutual of America Investment Corporation Interest Accumulation Account (contract value) | Common Stocks | — | — | $572K | 5.4% | |
| Y Mutual of America Investment Corporation Mutual of America Clear Passage 2055 Fund | Common Stocks | — | — | $336K | 3.2% | |
| PIMCO VIT Real Return Portfolio * 83 Victory Capital Victory RS Small Cap Growth Equity VIP Series * 95 Y Mutual of America Investment Corporation Mutual of America Clear Passage 2025 Fund | Mutual Funds | — | — | $321K | 3.1% | |
| Y Mutual of America Investment Corporation Mutual of America Mid-Cap Value Fund * 114 Y Mutual of America Investment Corporation Mutual of America Mid-Cap Equity Index Fund | Common Collective Trusts | — | — | $279K | 2.7% | |
| Fidelity Investments Fidelity VIP Asset Manager * 91 Fidelity Investments Fidelity VIP Contrafund Portfolio | Mutual Funds | — | — | $273K | 2.6% | |
| Vanguard VIF International Portfolio | Mutual Funds | — | — | $269K | 2.6% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Portfolio | Other securities | — | — | $235K | 2.2% | |
| Y Mutual of America Investment Corporation Mutual of America Small Cap Equity Index Fund | Common Collective Trusts | — | — | $224K | 2.1% | |
| Vanguard VIF Diversified Value Portfolio | Mutual Funds | — | — | $209K | 2.0% | |
| DWS Capital Growth | Other securities | — | — | $164K | 1.6% | |
| Y Mutual of America Investment Corporation Mutual of America Clear Passage 2060 Fund | Common Stocks | — | — | $161K | 1.5% | |
| Y Participant Loans Interest Rates of 5.85% | Bonds / Notes | — | — | $130K | 1.2% | |
| Y Mutual of America Investment Corporation Mutual of America Small Cap Growth Fund | Common Stocks | — | — | $113K | 1.1% | |
| Y Mutual of America Investment Corporation Mutual of America Clear Passage 2020 Fund | Common Stocks | — | — | $51K | 0.5% | |
| Y Mutual of America Investment Corporation Mutual of America Balanced Fund | Common Stocks | — | — | $50K | 0.5% | |
| Y Mutual of America Investment Corporation Mutual of America Clear Passage 2015 Fund * 89 Y Mutual of America Investment Corporation Mutual of America Clear Passage 2065 Fund | Common Stocks | — | — | $47K | 0.5% | |
| Y Mutual of America Investment Corporation Mutual of America Conservative Allocation | Common Stocks | — | — | $36K | 0.3% | |
| Y Mutual of America Investment Corporation Mutual of America Money Market Fund * 87 Calvert VP SRI Balanced Portfolio * 500 Delaware Funds by Macquarie Delaware VIP Small Cap Value Series * 93 Y Mutual of America Investment Corporation Mutual of America Moderate Allocation | Cash / Money Market | — | — | $34K | 0.3% | |
| American Century Investments American Century Investments VP Capital Appreciation | Other securities | — | — | $6K | <0.1% | |
| Fidelity Investments Fidelity VIP Mid Cap Portfolio | Mutual Funds | — | — | $4K | <0.1% | |
| Invesco Oppenheimer Invesco V.I. Main Street Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Y Mutual of America Investment Corporation Mutual of America All America Fund * 148 Y Mutual of America Investment Corporation Mutual of America Aggressive Allocation Fund | Common Stocks | — | — | $2K | <0.1% | |
| Y Mutual of America Investment Corporation Mutual of America Retirement Income Fund | Common Stocks | — | — | $2K | <0.1% | |
| Y Mutual of America Investment Corporation Mutual of America Core Bond Fund * 84 Y Mutual of America Investment Corporation Mutual of America Intermediate Bond Fund | Common Stocks | — | — | $2K | <0.1% | |
| Fidelity Investments Fidelity VIP Equity-Income Portfolio * 110 Goldman Sachs Goldman Sachs VIT US Equity Insights Fund * 542 Goldman Sachs Goldman Sachs VIT Small Cap Equity Insights Fund * 101 American Funds American Funds Insurance Series New World Fund | Mutual Funds | — | — | $2K | <0.1% |
