Simeon Alejo signed REID Middleton Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
REID Middleton Inc.'s EIN is 91-0714387.
Download the official 2024 Form 5500 (PDF) for REID Middleton Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)REID Middleton Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, 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 | 52-1309931 | — | NONE | $14K | — |
| BARON FUNDS | — | NEW YORK, NY | NONE | $0 | — |
| JPMORGAN LARGE CAP GROWTH R6 | 13-2624428 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * T. Rowe Price Science & Technology Inv | Mutual Funds | — | — | $5.8M | 16.4% | |
| T. Rowe Price Balanced Inv | Other securities | — | — | $4.1M | 11.6% | |
| T. Rowe Price Blue Chip Growth Inv | Other securities | — | — | $3.1M | 8.8% | |
| T. Rowe Price Equity Index 500 Inv | Common Collective Trusts | — | — | $2.4M | 6.9% | |
| T. Rowe Price Mid-Cap Growth Inv | Other securities | — | — | $2.3M | 6.6% | |
| T. Rowe Price Retirement 2050 Inv | Other securities | — | — | $2.2M | 6.3% | |
| T. Rowe Price Retirement 2045 Inv | Other securities | — | — | $2.2M | 6.3% | |
| T. Rowe Price Retirement 2040 Inv | Other securities | — | — | $1.8M | 5.2% | |
| T. Rowe Price Small-Cap Stock Inv | Other securities | — | — | $1.3M | 3.8% | |
| T. Rowe Price Retirement 2010 Inv | Other securities | — | — | $1.3M | 3.6% | |
| T. Rowe Price Retirement 2025 Inv | Other securities | — | — | $1.2M | 3.6% | |
| T. Rowe Price Retirement 2020 Inv | Other securities | — | — | $1.2M | 3.4% | |
| T. Rowe Price Retirement 2055 Inv | Other securities | — | — | $662K | 1.9% | |
| T. Rowe Price Total EQ Market Index Inv | Other securities | — | — | $650K | 1.9% | |
| T. Rowe Price Retirement 2060 Inv | Other securities | — | — | $649K | 1.9% | |
| T. Rowe Price Retirement 2030 Inv | Other securities | — | — | $601K | 1.7% | |
| T. Rowe Price Ret Balanced Inv | Other securities | — | — | $442K | 1.3% | |
| T. Rowe Price International Stock Inv | Other securities | — | — | $356K | 1.0% | |
| T. Rowe Price US Treasury Interm Inv | U.S. Treasuries | — | — | $268K | 0.8% | |
| T. Rowe Price Intl Equity Index Inv | Common Collective Trusts | — | — | $254K | 0.7% | |
| T. Rowe Price Retirement 2035 Inv | Other securities | — | — | $223K | 0.6% | |
| T. Rowe Price High Yield Inv | Other securities | — | — | $194K | 0.6% | |
| T. Rowe Price Retirement 2065 Inv | Other securities | — | — | $178K | 0.5% | |
| T. Rowe Price Retirement 2015 Inv | Other securities | — | — | $177K | 0.5% | |
| Interest-Bearing Cash * T. Rowe Price Government Money Fund | Cash / Money Market | — | — | $166K | 0.5% | |
| JPMorgan Large-Cap Growth | Other securities | — | — | $137K | 0.4% | |
| T. Rowe Price Real Estate Inv | Other securities | — | — | $126K | 0.4% | |
| Baron Real Estate Institutional | Other securities | — | — | $119K | 0.3% | |
| Notes Receivable from Participants Interest rates from 4.25% to 9.5% | Bonds / Notes | — | — | $74K | 0.2% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 4.25% - 9.50% | Bonds / Notes | — | — | $74K | 0.2% | |
| T. Rowe Price New Era Inv | Other securities | — | — | $12K | <0.1% | |
| T. Rowe Price Extended EQ Market Index Inv | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
