Steven HOLM signed RUSH Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RUSH Enterprises, Inc.'s EIN is 74-2786267.
Download the official 2024 Form 5500 (PDF) for RUSH Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RUSH Enterprises, Inc.'s plan includes ERISA 404(c) participant direction, automatic enrollment, profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $557K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $170K | — |
| CAPFINANCIAL PARTNERS |
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 | |||||
|---|---|---|---|---|---|---|
| VANG TARGET RET 2030 | Other securities | — | $1.4M | $51.7M | 9.4% | |
| VANG TARGET RET 2040 | Other securities | — | $1.2M | $50.9M | 9.3% | |
| VANG TARGET RET 2050 | Other securities | — | $1.0M | $50.2M | 9.2% | |
| VANGUARD INST INDEX | Mutual Funds | — | $94K | $45.2M | 8.2% | |
| HARBOR CAP APPR R HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | $2.2M | $38.7M | 7.1% | |
| * MIP II CL 1 | Common Collective Trusts | — | $34.6M | $34.6M | 6.3% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $32.6M | 5.9% | |
| VANG TARGET RET 2035 | Other securities | — | $1.3M | $31.5M | 5.7% | |
| VANG TARGET RET 2055 | Other securities | — | $504K | $28.0M | 5.1% | |
| VANG TARGET RET 2045 | Other securities | — | $857K | $25.4M | 4.6% | |
| VANG VAL INDEX INST | Other securities | — | $357K | $23.6M | 4.3% | |
| VANG TARGET RET 2025 | Other securities | — | $1.2M | $21.7M | 4.0% | |
| CRLN E MID CAP GR R6 | Other securities | — | $206K | $16.1M | 2.9% | |
| VANG TARGET RET 2020 | Other securities | — | $600K | $15.9M | 2.9% | |
| VANG TARGET RET 2060 | Other securities | — | $309K | $15.8M | 2.9% | |
| DODGE & COX INCOME X | Mutual Funds | — | $1.3M | $15.7M | 2.9% | |
| Participant Loans * Notes Receivable From Participants (Interest Rates of 3.25% to 9.50% With Various Maturity Due Dates) | Bonds / Notes | — | — | $14.9M | 2.7% | |
| VANG TOT INTL STK IS | Other securities | — | $80K | $10.2M | 1.9% | |
| VANG SM CAP IDX INST | Common Collective Trusts | — | $83K | $9.6M | 1.7% | |
| VANG MIDCAP IDX INST | Common Collective Trusts | — | $107K | $7.7M | 1.4% | |
| VANG TARGET RET 2065 | Other securities | — | $228K | $7.7M | 1.4% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | $208K | $6.6M | 1.2% | |
| MFS INTL INTR VAL R6 | Mutual Funds | — | $170K | $6.1M | 1.1% | |
| VANG TARGET RET INC | Common Stocks | — | $436K | $5.7M | 1.0% | |
| VANG TOT BD MKT INST | Other securities | — | $508K | $4.8M | 0.9% | |
| AF EUROPAC GROWTH R6 | Mutual Funds | — | $84K | $4.5M | 0.8% | |
| PIF SMCP VAL II R6 | Other securities | — | $357K | $4.1M | 0.7% | |
| PIF SMCP GRTH I R6 | Other securities | — | $132K | $2.0M | 0.4% | |
| VANG TARGET RET 2070 | Other securities | — | $37K | $985K | 0.2% | |
| FID ASSET MGR 50% 92 * FID GOVT MMKT K6 | Mutual Funds | — | $365K | $365K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-0058143 |
| — |
| INVESTMENT ADVISOR |
| $23K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS, LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $26K | — |
