Juan C Hernandez signed RR Group Retirement Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RR Group Retirement Plan's EIN is 66-0240259.
Download the official 2024 Form 5500 (PDF) for RR Group Retirement Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RR Group Retirement Plan's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $78K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index Retirement Fund Mutual fund 265,591 shares | Other securities | — | — | $3.7M | 40.9% | |
| Blackrock Lifepath Index 2030 Fund Mutual fund 49,090 shares | Other securities | — | — | $838K | 9.4% | |
| Key Guaranteed Portfolio Fund Fixed annuities | Other securities | — | — | $830K | 9.3% | |
| Blackrock Lifepath Index 2040 Fund Mutual fund 38,605 shares | Other securities | — | — | $789K | 8.8% | |
| Blackrock Lifepath Index 2035 Fund Mutual fund 35,366 shares | Other securities | — | — | $667K | 7.5% | |
| Blackrock Lifepath Index 2045 Fund Mutual fund 29,159 shares | Other securities | — | — | $648K | 7.2% | |
| Blackrock Lifepath Index 2050 Fund Mutual fund 22,832 shares | Other securities | — | — | $531K | 5.9% | |
| Blackrock Lifepath Index 2055 Fund Mutual fund 8,288 shares | Other securities | — | — | $200K | 2.2% | |
| Fidelity Large Cap Value Index Fund Mutual fund 2 shares ** 42 Fidelity 500 Index Fund Mutual fund 597 shares | Common Collective Trusts | — | — | $122K | 1.4% | |
| Blackrock Lifepath Index 2060 Fund Mutual fund 4,064 shares | Other securities | — | — | $88K | 1.0% | |
| Putnam Equity Income Fund Mutual fund 1,180 shares | Mutual Funds | — | — | $41K | 0.5% | |
| Blackrock Lifepath Index 2065 Fund Mutual fund 1,726 shares | Other securities | — | — | $26K | 0.3% | |
| PGIM Global Total Return Fund Mutual fund 40 shares ** 208 PGIM Total Return Bond Fund Mutual fund 10 shares ** 127 State Street Aggregate Bond Index Fund Mutual fund 297 shares | Common Collective Trusts | — | — | $25K | 0.3% | |
| AMERICAN INNOVATION ALTA TRUST · EIN 88-1455698 / PN 001 | Common Collective Trust | — | — | $19K | 0.2% | |
| Fidelity Mid Cap Growth Index Fund Mutual fund 333 shares | Common Collective Trusts | — | — | $11K | 0.1% | |
| State Street Small/Mid Cap Equity Index Fund Mutual fund 33 shares | Common Collective Trusts | — | — | $10K | 0.1% | |
| Lord Abbet Bond Debenture Fund Mutual fund 438 shares | U.S. Treasuries | — | — | $3K | <0.1% | |
| Fidelity Emerging Markets Index Fund Mutual fund 290 shares | Common Collective Trusts | — | — | $3K | <0.1% | |
| Fidelity Total International Index Fund Mutual fund 205 shares | Common Collective Trusts | — | — | $3K | <0.1% | |
| Fidelity Large Cap Growth Index Fund Mutual fund 63 shares | Common Collective Trusts | — | — | $2K | <0.1% | |
| American Funds Inflation Linked Fund Mutual fund 264 shares | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Mid Cap Value Index Fund Mutual fund 60 shares | Common Collective Trusts | — | — | $2K | <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 |
|---|---|---|---|---|---|
| KOVACK SECURITIES INC | — | FORT LAUDERDALE, FL | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANXIAL INVESTMENT ADVISORS CORP | — | SAN JUAN, PR | CONTRACT ADMIN | $5K | — |
