Darrell Stewart signed RWS Operating Co, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RWS Operating Co, LLC's EIN is 84-3507837.
Download the official 2024 Form 5500 (PDF) for RWS Operating Co, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RWS Operating Co, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANDARD INSURANCE COMPANY | 93-0242990 | — | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 20-8764829 | — | ADVISOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard FTSE SOCIDX Adm 15,723 # | Mutual Funds | — | — | $887K | 11.7% | |
| Blackrock Lifepath Index 2035 K 40,537 # | Other securities | — | — | $765K | 10.1% | |
| Standard Stable Asset Fund 21,430 # | Other securities | — | — | $748K | 9.9% | |
| Blackrock Lifepath Index 2045 K 21,644 # | Other securities | — | — | $481K | 6.4% | |
| Dodge and Cox IncomeX 36,443 # | Mutual Funds | — | — | $452K | 6.0% | |
| American Century Ultra R6 Fund 4,034 # | Other securities | — | — | $406K | 5.4% | |
| Vanguard 500 Index Admiral 744 # | Common Collective Trusts | — | — | $404K | 5.3% | |
| Vanguard Growth Index Fund Admiral Shares 1,825 # | Common Collective Trusts | — | — | $386K | 5.1% | |
| Vanguard Information Technology Index Fund Admiral 1,151 # | Common Collective Trusts | — | — | $366K | 4.9% | |
| American Funds EuroPacific Growth Fund Class R6 5,171 # | Mutual Funds | — | — | $278K | 3.7% | |
| Vanguard Small Cap Index Admiral 2,047 # | Mutual Funds | — | — | $236K | 3.1% | |
| BlackRock LifePath Index Retirement Fund Class K 16,270 # | Other securities | — | — | $224K | 3.0% | |
| Blackrock Lifepath Index 2030 K 11,467 # | Other securities | — | — | $196K | 2.6% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 2,366 # | Other securities | — | — | $184K | 2.4% | |
| American Century Inflation Adjusted Bond Fund R6 15,563 # | Other securities | — | — | $161K | 2.1% | |
| Columbia Contrarian Core Institutional 3 Class Fund 4,286 # | Other securities | — | — | $156K | 2.1% | |
| Blackrock Lifepath Index 2040 K 7,402 # | Other securities | — | — | $151K | 2.0% | |
| Vanguard Mid Cap Index Admiral 461 # | Mutual Funds | — | — | $151K | 2.0% | |
| Putnam Large Cap Value Fund R6 3,684 # | Mutual Funds | — | — | $127K | 1.7% | |
| Blackrock Lifepath Index 2050 K 4,412 # | Other securities | — | — | $103K | 1.4% | |
| Hood River Small Cap Growth Retirement 1,360 # | Other securities | — | — | $102K | 1.3% | |
| Blackrock Lifepath Index 2060 K 4,603 # | Other securities | — | — | $99K | 1.3% | |
| Blackrock Lifepath Index 2055 K 3,799 # | Other securities | — | — | $91K | 1.2% | |
| Nuveen Mid Cap Value Fund R6 1,427 # | Mutual Funds | — | — | $78K | 1.0% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares 637 # | Common Collective Trusts | — | — | $63K | 0.8% | |
| Janus Henderson Global Life Sciences Fund 804 # | Mutual Funds | — | — | $54K | 0.7% | |
| Blackrock Lifepath Index 2065 K 3,277 # | Other securities | — | — | $50K | 0.7% | |
| Vanguard Intermediate Term Treasury Fund Admiral 4,365 # | Mutual Funds | — | — | $42K | 0.6% | |
| Goldman Sachs Emerging Markets Eq R6 1,714 # | Other securities | — | — | $40K | 0.5% | |
| Fidelity Balanced Fund 1,078 # | Mutual Funds | — | — | $32K | 0.4% | |
| Cohen & Steers Institutional Realty 67 # | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
