Richard Fernandez signed Robert Resources, L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Robert Resources, L.L.C.'s EIN is 72-1446050.
Download the official 2024 Form 5500 (PDF) for Robert Resources, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Robert Resources, L.L.C.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $13K | — |
| NATIONWIDE RETIREMENT PLANS | — | COLUMBUS, OH | RECORDKEEPER | $735 | — |
| NATIONWIDE LIFE INSURANCE COMPANY | 31-4156830 | COLUMBUS, OH | NONE | $458 | — |
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $438 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Ptnm LgCap Gr Y Mutual Fund | Other securities | — | — | $2.4M | 51.7% | |
| Vngrd Wndsr Adml Mutual Fund | Other securities | — | — | $438K | 9.3% | |
| Fid US Bd Indx Mutual Fund | Mutual Funds | — | — | $388K | 8.2% | |
| TIAACRF LfCycInd 2040 Inst Mutual Fund | Other securities | — | — | $316K | 6.7% | |
| Notes receivable from Interest rates ranging from participants 4.25% to 10.50% | Bonds / Notes | — | — | $173K | 3.7% | |
| Baird Cor Pls Bd Inst Mutual Fund | Other securities | — | — | $133K | 2.8% | |
| Fid 500 Indx Mutual Fund | Mutual Funds | — | — | $119K | 2.5% | |
| FidAdv Val Strat Inst Mutual Fund | Other securities | — | — | $56K | 1.2% | |
| NW FXD SEL OPTN Guaranteed Investment Contract | Stable Value | — | — | $53K | 1.1% | |
| Vngrd Divd Gr Inv Mutual Fund | Other securities | — | — | $51K | 1.1% | |
| Vngrd Cnsmr Stpls Adml Mutual Fund | Other securities | — | — | $50K | 1.1% | |
| Fnkln DynaTech Adv Mutual Fund ** 554 Artisan Intl Val Inst Mutual Fund ** 248 Dfa Intl Lgcap Gr Mutual Fund | Mutual Funds | — | — | $46K | 1.0% | |
| Vngrd Gr Inc Adml Mutual Fund | Common Stocks | — | — | $43K | 0.9% | |
| AQR Lng Shrt Eq I Mutual Fund | Other securities | — | — | $29K | 0.6% | |
| Amana Gr Inv Mutual Fund | Other securities | — | — | $28K | 0.6% | |
| Fed Hrms Gov Oblgtns Prmr Mutual Fund | Other securities | — | — | $22K | 0.5% | |
| Fid Intl Indx Mutual Fund | Mutual Funds | — | — | $22K | 0.5% | |
| DodgeCox Intl Stk Mutual Fund | Other securities | — | — | $21K | 0.5% | |
| GdmnScs GQGPtnrIntlOppr R6 Mutual Fund | Other securities | — | — | $21K | 0.4% | |
| NW Loomis AllCap Gr R6 Mutual Fund | Other securities | — | — | $18K | 0.4% | |
| JPM LgCap Gr R6 Mutual Fund | Other securities | — | — | $18K | 0.4% | |
| Avnts US LgCap Val Inst Mutual Fund | Other securities | — | — | $18K | 0.4% | |
| Avantis Emerging Markets Mutual Fund | Other securities | — | — | $18K | 0.4% | |
| JPM Eq Inc R5 Mutual Fund | Common Stocks | — | — | $17K | 0.4% | |
| DFCEX Mutual Fund ** 26 BlkRk Hi Yld Bd Port K Mutual Fund | Other securities | — | — | $16K | 0.3% | |
| TIAACRF LfCycInd 2055 Inst Mutual Fund | Other securities | — | — | $15K | 0.3% | |
| PGIM Ttl Rtn Bd R6 Mutual Fund | Other securities | — | — | $13K | 0.3% | |
| TIAACRF LfCycInd 2025 Inst Mutual Fund | Other securities | — | — | $12K | 0.3% | |
| MFS MdCap Gr R6 Mutual Fund | Mutual Funds | — | — | $10K | 0.2% | |
| Diamond Hill MdCap I Mutual Fund | Other securities | — | — | $10K | 0.2% | |
| Prncpl Glbl RealEst R6 Mutual Fund | Other securities | — | — | $10K | 0.2% | |
| NW Geneva SmCapGr Mutual Fund | Other securities | — | — | $10K | 0.2% | |
| TIAACRF LfCycInd 2065 Inst Mutual Fund | Other securities | — | — | $9K | 0.2% | |
| AB Glbl Bd I Mutual Fund ** 26 PIMCOComdyRealRtnStratInst Mutual Fund ** 20 PIMCO Real Rtn Inst Mutual Fund | Mutual Funds | — | — | $9K | 0.2% | |
| Equity Fund - Institutional Class Legal & General Commodity Strategy Fund - Institutional Mutual Fund | Other securities | — | — | $8K | 0.2% | |
| Ab Global Bond Fund - Class Z Mutual Fund | Other securities | — | — | $8K | 0.2% | |
| Vngrd Explr Adml Mutual Fund | Other securities | — | — | $6K | 0.1% | |
| Avnts US SmCap Val Inst Mutual Fund | Other securities | — | — | $6K | 0.1% | |
| TIAACRF LfCycInd 2045 Inst Mutual Fund | Other securities | — | — | $6K | 0.1% | |
| Vic Syc Estblshd Val I Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| TIAACRF LfCycInd 2015 Inst Mutual Fund ** 740 TIAACRF LfCycInd 2050 Inst Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| Prncpl MdCap R6 Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| Fed Hrms Inst HiYldBd Inst Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| PIMCO Intl BdUSD1rHgInst Mutual Fund ** 5 TIAACRF LfCycInd 2010 Inst Mutual Fund ** 6 TIAACRF LfCycInd 2020 Inst Mutual Fund ** 92 TIAACRF LfCycInd 2030 Inst Mutual Fund | Mutual Funds | — | — | $1K | <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 |
|---|---|---|---|---|---|
| IRON FIDUCIARY | 99-9552241 | — | INVESTMENT ADVISOR | $2K | — |
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $2K | — |
