Bobby Rouse signed USHV Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
USHV Management, LLC's EIN is 87-4006946.
Download the official 2024 Form 5500 (PDF) for USHV Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)USHV Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPPENHEIMER & CO. INC | 13-5657518 | — | CONSULTANT | $35K | — |
| STRATEGIC ADVISORS, INC. |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $13K |
| — |
| ERP RETIREMENT SERVICES | 84-2409363 | — | CONSULTANT | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| IPR * FID FDM Index 2030 697,398.878 shares ^ | Mutual Funds | — | — | $14.1M | 14.0% | |
| UNALLOCATED GENERAL ACCOUNTS * Self-Directed Brokerage Accounts ^ | Self-Directed Brokerage | — | — | $10.5M | 10.5% | |
| Index Admiral Vanguard 500 INDEX 19,103.845 shares ^ | Common Collective Trusts | — | — | $10.4M | 10.3% | |
| FID FDM Index 2040 343,495.651 shares ^ | Mutual Funds | — | — | $8.5M | 8.4% | |
| IPR * FID FDM Index 2035 331,345.156 shares ^ | Mutual Funds | — | — | $7.7M | 7.7% | |
| IPR * FID FDM Index 2045 232,028.554 shares ^ | Mutual Funds | — | — | $6.0M | 6.0% | |
| IPR * FID FDM Index 2050 222,636.474 shares ^ | Mutual Funds | — | — | $5.8M | 5.8% | |
| IPR * FID FDM Index 2020 304,376.911 shares ^ | Mutual Funds | — | — | $4.8M | 4.8% | |
| Term Bond Index * FID Government 11,853.312 shares ^ | Mutual Funds | — | — | $3.8M | 3.8% | |
| Vanguard Growth 17,616.678 shares ^ | Mutual Funds | — | — | $3.7M | 3.7% | |
| IPR * FID FDM Index 2025 188,086.901 shares ^ | Mutual Funds | — | — | $3.5M | 3.5% | |
| IPR * FID FDM Index 2015 128,593.190 shares ^ | Mutual Funds | — | — | $1.8M | 1.8% | |
| IPR * FID Intermediate 174,497.779 shares ^ | Mutual Funds | — | — | $1.6M | 1.6% | |
| IPR * FID FDM Index 2055 72,010.033 shares ^ | Mutual Funds | — | — | $1.5M | 1.5% | |
| Index Admiral Vanguard DEV 89,755.521 shares ^ | Mutual Funds | — | — | $1.4M | 1.4% | |
| Healthcare Index AD EV AC Small-Mid Cap 32,034.227 shares ^ | Other securities | — | — | $1.3M | 1.3% | |
| IPR * FID FDM Index 2060 60,309.619 shares ^ | Mutual Funds | — | — | $1.1M | 1.1% | |
| Vanguard INFO TEC 2,873.157 shares ^ | Mutual Funds | — | — | $914K | 0.9% | |
| Estate Index Admiral Vanguard EM Stock 23,171.361 shares ^ | Mutual Funds | — | — | $852K | 0.8% | |
| Income Abbett Large Cap 7,452.478 shares ^ | Other securities | — | — | $814K | 0.8% | |
| Value HTFD Dividend & 23,310.662 shares ^ | Other securities | — | — | $804K | 0.8% | |
| Invesco Small Cap 27,503.682 shares ^ | Mutual Funds | — | — | $719K | 0.7% | |
| NOTES RECEIVABLE FROM PARTICIPANTS * Participant Loans 3.25 to 9.5% ^ | Bonds / Notes | — | — | $677K | 0.7% | |
| Growth * Long Duration 74,130.168 shares ^ | Other securities | — | — | $641K | 0.6% | |
| Vanguard Value 9,422.322 shares ^ | Mutual Funds | — | — | $622K | 0.6% | |
| International Stock X Vanguard Total BD 58,517.414 shares ^ | Mutual Funds | — | — | $555K | 0.6% | |
| AF BALANCED 15,427.864 shares ^ | Other securities | — | — | $530K | 0.5% | |
| GR Index Admiral Vanguard Small Cap 5,933.178 shares ^ | Mutual Funds | — | — | $505K | 0.5% | |
| Market Admiral Vanguard 4,506.758 shares ^ | Mutual Funds | — | — | $458K | 0.5% | |
| Vanguard ENERGY 7,556.500 shares ^ | Mutual Funds | — | — | $457K | 0.5% | |
| Vanguard 3,590.580 shares ^ | Mutual Funds | — | — | $456K | 0.5% | |
| Index Admiral Vanguard Small Cap 4,218.941 shares ^ | Mutual Funds | — | — | $415K | 0.4% | |
| Admiral DODGE & COX 8,287.001 shares ^ | Mutual Funds | — | — | $414K | 0.4% | |
| Brokerage Accounts INSURANCE CONTRACT | Self-Directed Brokerage | — | — | $411K | 0.4% | |
| RT METLIFE 25053 68 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $411K | 0.4% | |
| International Growth Admiral Vanguard Small Cap 2,710.165 shares ^ | Mutual Funds | — | — | $312K | 0.3% | |
| Market Index Admiral Vanguard Mid Cap 2,631.507 shares ^ | Mutual Funds | — | — | $288K | 0.3% | |
| IPR * FID FDM Index 2065 19,375.137 shares ^ | Mutual Funds | — | — | $284K | 0.3% | |
| Vanguard Mid Cap 2,840.730 shares ^ | Mutual Funds | — | — | $238K | 0.2% | |
| S AM CENT Small Cap 10,248.507 shares ^ | Pooled Separate Accounts | — | — | $236K | 0.2% | |
| Growth PIMCO Income 19,272.914 shares ^ | Mutual Funds | — | — | $203K | 0.2% | |
| FIRST EAGLE GOLD 7,663.113 shares ^ | Other securities | — | — | $201K | 0.2% | |
| Index Admiral Vanguard Mid Cap 430.929 shares ^ | Mutual Funds | — | — | $141K | 0.1% | |
| Mid Cap PIM COMMPLUS 18,913.776 shares ^ | Other securities | — | — | $126K | 0.1% | |
| C&S Real Estate Z 6,598.889 shares ^ | Other securities | — | — | $114K | 0.1% | |
| IPR * FID FDM Index 2010 7,661.355 shares ^ | Mutual Funds | — | — | $98K | <0.1% | |
| AF NEW WORLD 1,224.143 shares ^ | Other securities | — | — | $94K | <0.1% | |
| PUTNAM Global Tech 935.829 shares ^ | Mutual Funds | — | — | $68K | <0.1% | |
| Growth PIMCO Low Duration 7,606.390 shares ^ | Mutual Funds | — | — | $61K | <0.1% | |
| Index Admiral Vanguard Real 427.930 shares ^ | Mutual Funds | — | — | $54K | <0.1% |
