Katie Tooker signed Real Foundations, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Real Foundations, Inc.'s EIN is 75-2880162.
Download the official 2024 Form 5500 (PDF) for Real Foundations, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Real Foundations, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $79K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC |
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 | |||||
|---|---|---|---|---|---|---|
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $3.4M | 11.0% | |
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $3.3M | 10.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.2M | 10.2% | |
| Vanguard Target Retirement 2040 Inv Mutual fund | Mutual Funds | — | — | $2.3M | 7.4% | |
| Vanguard Target Retirement 2035 Inv Mutual fund | Mutual Funds | — | — | $2.2M | 7.1% | |
| Fidelity Mid Cap Index Mutual fund | Mutual Funds | — | — | $1.9M | 6.0% | |
| Vanguard Target Retirement 2045 Inv Mutual fund | Mutual Funds | — | — | $1.4M | 4.4% | |
| Vanguard Target Retirement 2050 Inv Mutual fund | Mutual Funds | — | — | $1.3M | 4.1% | |
| Schwab SDB Self-Directed Brokerage | Self-Directed Brokerage | — | — | $1.2M | 3.9% | |
| Accounts * Vanguard Equity-Income Adm Mutual fund | Mutual Funds | — | — | $1.1M | 3.6% | |
| Vanguard Total Intl Stock Index Admiral Mutual fund | Mutual Funds | — | — | $944K | 3.0% | |
| Vanguard Target Retirement 2030 Inv Mutual fund | Mutual Funds | — | — | $941K | 3.0% | |
| Fidelity Small Cap Index Mutual fund | Mutual Funds | — | — | $934K | 3.0% | |
| Vanguard Target Retirement 2060 Inv Mutual fund | Mutual Funds | — | — | $805K | 2.6% | |
| Loomis Sayles Core Plus Bond N Mutual funds | Other securities | — | — | $781K | 2.5% | |
| Harbor Small Cap Growth Retirement Mutual fund | Other securities | — | — | $779K | 2.5% | |
| Vanguard Target Retirement 2025 Inv Mutual fund | Mutual Funds | — | — | $672K | 2.1% | |
| Vanguard Target Retirement 2055 Inv Mutual fund | Mutual Funds | — | — | $583K | 1.9% | |
| Allspring Special Mid Cap Value A Mutual fund | Other securities | — | — | $538K | 1.7% | |
| Fidelity US Bond Index Mutual fund | Mutual Funds | — | — | $529K | 1.7% | |
| Participant loans Interest at 4.25% to 9.50%, | Bonds / Notes | — | — | $459K | 1.5% | |
| maturing at various dates through 2034, secured by participant account balance * Hartford International Opportunities R6 Mutual fund | Other securities | — | — | $458K | 1.5% | |
| Vanguard Real Estate Index Admiral Mutual fund | Mutual Funds | — | — | $419K | 1.3% | |
| DFA US Targeted Value I Mutual fund | Mutual Funds | — | — | $301K | 1.0% | |
| DFA Inflation-Protected Securities I Mutual fund | Mutual Funds | — | — | $281K | 0.9% | |
| Vanguard Target Retirement Income Inv Mutual fund | Mutual Funds | — | — | $231K | 0.7% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual fund | Common Collective Trusts | — | — | $179K | 0.6% | |
| Vanguard Target Retirement 2020 Inv Mutual fund | Mutual Funds | — | — | $133K | 0.4% | |
| Schwab SDB Roth Self-Directed Brokerage | Self-Directed Brokerage | — | — | $22K | <0.1% | |
| Accounts * Vanguard Target Retirement 2065 Mutual fund | Mutual Funds | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| BROKER/ADVISER |
| $0 |
| — |
