Thelma Houlis signed J.R. Simplot Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
J.R. Simplot Company's EIN is 82-0196611.
Download the official 2024 Form 5500 (PDF) for J.R. Simplot Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)J.R. Simplot 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 | 52-1714114 | — | RECORDKEEPER/TRUSTEE | $460K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VERUS | 94-3194697 | — | CONSULTANT | $108K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RET HYB 2040 T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $191.1M | 12.2% | |
| T ROWE PRICE RET HYB 2030 T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $180.5M | 11.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $165.2M | 10.6% | |
| T ROWE PRICE RET HYB 2050 T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $145.7M | 9.3% | |
| T. Rowe Price T. Rowe Price Government Money Market Fund ** 596 * T. Rowe Price T. Rowe Price Growth Stock Fund | Cash / Money Market | — | — | $110.7M | 7.1% | |
| TRP STABLE VALUE COMM TR FD-Q T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $94.4M | 6.1% | |
| Dodge and Cox Dodge and Cox Stock Fund | Mutual Funds | — | — | $76.5M | 4.9% | |
| T ROWE PRICE RET HYB 2020 T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $71.3M | 4.6% | |
| T ROWE PRICE RET HYB 2045 T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $65.0M | 4.2% | |
| T ROWE PRICE RET HYB 2035 T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $64.7M | 4.1% | |
| T ROWE PRICE RET HYB 2055 T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $62.9M | 4.0% | |
| Fidelity EXT Mkt Index Fund | Common Collective Trusts | — | — | $60.9M | 3.9% | |
| T ROWE PRICE RET HYB 2025 T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $44.7M | 2.9% | |
| T ROWE PRICE RET HYB 2060 T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $42.6M | 2.7% | |
| Capital Group American Funds Europac GRW R6 Fund | Mutual Funds | — | — | $35.4M | 2.3% | |
| Funds Pimco Total Return Fund | Registered Investment Companies | — | — | $33.0M | 2.1% | |
| Fidelity Total Intl Index Fund | Common Collective Trusts | — | — | $25.9M | 1.7% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $21.1M | 1.3% | |
| TRP RETIREMENT HYB 2065 TR-T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $13.7M | 0.9% | |
| TROWE PRICE RET HYB BAL TR T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 005 | Common Collective Trust | — | — | $10.4M | 0.7% | |
| Charles Schwab Brokerage Accounts | Self-Directed Brokerage | — | — | $10.0M | 0.6% | |
| T ROWE PRICE RET HYB 2015 T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $5.3M | 0.3% | |
| T ROWE PRICE RET HYB 2005 T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $3.0M | 0.2% | |
| T ROWE PRICE RET HYB 2010 T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $2.1M | 0.1% | |
| TRP RETIREMENT HYB 2065 TR-T5 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| QDRO CONSULTANTS | 34-1820650 | — | CONSULTANT | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | BROKERAGE | $943 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | 47-5324976 | — | MANAGED ACCOUNT PROVIDER | $330K | — |
| CBIZ CPAS P.C. | 43-1947695 | — | AUDITOR | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAWLEY, TROXELL ENNIS & HAWLEY LLP | 82-0259668 | — | LEGAL | $9K | — |
