JEAN Briand signed R.D. Offutt Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
R.D. Offutt Company's EIN is 81-4124511.
Download the official 2024 Form 5500 (PDF) for R.D. Offutt Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)R.D. Offutt Company'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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $410K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE AYCO COMPANY L.P. | — | PITTSBURGH, PA | NONE | $200K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD FID TRUST CO TR 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $82.3M | 13.9% | |
| VANGUARD FID TRUST CO TR 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $66.8M | 11.3% | |
| VANGUARD FID TRUST CO TR 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $58.8M | 9.9% | |
| Vanguard Inst Index Mutual Fund N/A | Mutual Funds | — | — | $52.2M | 8.8% | |
| VANGUARD FID TRUST CO TR 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $50.3M | 8.5% | |
| VANGUARD FID TRUST CO TR 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $48.0M | 8.1% | |
| VANGUARD FID TRUST CO TR 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $46.6M | 7.9% | |
| VANGUARD FID TRUST CO TR 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $38.1M | 6.4% | |
| VANGUARD FID TRUST CO TR 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $25.5M | 4.3% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $18.7M | 3.2% | |
| Vanguard Small Cap Index Instl Mutual Fund N/A | Mutual Funds | — | — | $14.4M | 2.4% | |
| Notes receivable from participants Maturing 2025 - 2039 at interest rates of 4.25% - 9.50% - | Bonds / Notes | — | — | $13.8M | 2.3% | |
| VANGUARD FID TRUST CO TR 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $12.6M | 2.1% | |
| Vanguard Mid-cap Index, Inst Mutual Fund N/A | Mutual Funds | — | — | $12.6M | 2.1% | |
| American New Perspectives R6 Mutual Fund N/A | Other securities | — | — | $10.7M | 1.8% | |
| Self-Directed Brokerage Accounts Self-Directed Brokerage N/A | Self-Directed Brokerage | — | — | $7.7M | 1.3% | |
| VANGUARD FID TRUST CO TR 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $7.2M | 1.2% | |
| GREAT GRAY TR EUROPAC GRWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $7.1M | 1.2% | |
| VANGUARD FID TRUST CO TR INC TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $5.1M | 0.9% | |
| Dodge & Cox Income Mutual Fund N/A | Mutual Funds | — | — | $4.1M | 0.7% | |
| Vanguard Total Bond Index Adm Mutual Fund N/A | Mutual Funds | — | — | $3.5M | 0.6% | |
| Vanguard Fed Money Market Fund Mutual Fund N/A | Mutual Funds | — | — | $2.1M | 0.4% | |
| T Rowe Price Intl Discovery Mutual Fund N/A | Mutual Funds | — | — | $1.7M | 0.3% | |
| T Rowe Price Government Money Mutual Fund N/A | Mutual Funds | — | — | $832K | 0.1% | |
| VANGUARD FID TRUST CO TR 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $630K | 0.1% | |
| Pimco Intl Bond Hedged I Mutual Fund N/A | Mutual Funds | — | — | $521K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| RALEIGH, NC |
| NONE |
| $74K |
| — |
| IGRAD, LLC | — | MELBOURNE, FL | NONE | $38K | — |
| EIDEBAILLY LLP | — | FARGO, ND | NONE | $17K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
