Larry Shoemaker signed RH2 Engineering Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RH2 Engineering Inc.'s EIN is 91-1108443.
Download the official 2024 Form 5500 (PDF) for RH2 Engineering Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RH2 Engineering Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $97K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISORY | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| # Fidelity Investments Fidelity 500 Index Fund N/A | Common Collective Trusts | — | — | $6.3M | 12.8% | |
| # Principal Life Insurance Company Principal Fixed Income Guaranteed Option N/A | Common Stocks | — | — | $4.2M | 8.4% | |
| # Vanguard Group Vanguard Value Index Adm Fund N/A | Mutual Funds | — | — | $3.5M | 7.1% | |
| # Dodge and Cox Funds Dodge & Cox Income I Fund N/A | Mutual Funds | — | — | $3.2M | 6.4% | |
| # Vanguard Group Vanguard Dev Mkts Index Adm Fd N/A | Mutual Funds | — | — | $2.2M | 4.3% | |
| # American Century Investments AmCent Govt Bond R5 Fund N/A | U.S. Treasuries | — | — | $2.1M | 4.3% | |
| # Vanguard Group Vanguard Sm Cap Index Adm Fund N/A | Mutual Funds | — | — | $2.0M | 4.1% | |
| # Vanguard Group Vanguard Mid Cap Index Adm Fund N/A | Mutual Funds | — | — | $1.9M | 3.8% | |
| # Vanguard Group Vanguard Tgt Rmt 2040 Inv Fund N/A | Mutual Funds | — | — | $1.6M | 3.2% | |
| # The American Funds American Funds NewPrsp R6 Fund N/A | Mutual Funds | — | — | $1.5M | 3.0% | |
| # Vanguard Group Vanguard Tgt Rmt 2055 Inv Fund N/A | Mutual Funds | — | — | $1.2M | 2.3% | |
| # JP Morgan Funds JP Morgan Mid Cap Growth R6 Fund N/A | Other securities | — | — | $1.1M | 2.2% | |
| # Vanguard Group Vanguard Sm Cap Val Idx Adm Fund N/A | Common Collective Trusts | — | — | $996K | 2.0% | |
| # Vanguard Group Vanguard MidCap Val Idx Adm Fund N/A | Common Collective Trusts | — | — | $857K | 1.7% | |
| # Schwab Funds Schwab Fdm Intl Equity Idx Fund N/A | Common Collective Trusts | — | — | $807K | 1.6% | |
| # Vanguard Group Vanguard Tgt Rmt 2035 Inv Fund N/A | Mutual Funds | — | — | $771K | 1.6% | |
| # JP Morgan Funds JP Morgan Emerg Mkts Eq R6 Fund N/A | Other securities | — | — | $727K | 1.5% | |
| # Principal Funds Inc Principal RE Secs R6 Fund N/A | Common Stocks | — | — | $661K | 1.3% | |
| # Fidelity Investments Fidelity Small Cap Grwth K6 Fund N/A | Mutual Funds | — | — | $639K | 1.3% | |
| # Vanguard Group Vanguard Tgt Rmt 2050 Inv Fund N/A | Mutual Funds | — | — | $607K | 1.2% | |
| # Vanguard Group Vanguard Tgt Rmt 2045 Inv Fund N/A | Mutual Funds | — | — | $502K | 1.0% | |
| # Vanguard Group Vanguard Tgt Rmt 2030 Inv Fund N/A | Mutual Funds | — | — | $422K | 0.9% | |
| # Lord Abbett Lord Abbett Sht Drtn Inc R6 Fund N/A | Mutual Funds | — | — | $389K | 0.8% | |
| # Vanguard Group Vanguard Tgt Rmt 2025 Inv Fund N/A | Mutual Funds | — | — | $277K | 0.6% | |
| # Vanguard Group Vanguard Tgt Rmt 2060 Inv Fund N/A | Mutual Funds | — | — | $272K | 0.5% | |
| # Vanguard Group Vanguard Tgt Rmt 2020 Inv Fund N/A | Mutual Funds | — | — | $262K | 0.5% | |
| # Participant notes receivable Notes receivable from participants | Other securities | — | — | $221K | 0.4% | |
| # Vanguard Group Vanguard Tgt Rmt 2065 Inv Fund N/A | Mutual Funds | — | — | $217K | 0.4% | |
| # Vanguard Group Vanguard Tgt Rmt 2070 Inv Fund N/A | Mutual Funds | — | — | $45K | <0.1% | |
| # Vanguard Group Vanguard Tgt Rmt Inc Inv Fund N/A | Mutual Funds | — | — | $27K | <0.1% | |
| # Eaton Vance Parametric Comm Strategy I Fund N/A | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| TRUTINA FINANCIAL | 47-0995939 | — | INVESTMENT ADVISORY | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORENDA RETIREMENT LLC | 38-4877979 | — | CONTRACT ADMINISTRATOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUNNEX AND SHOEMAKER INC | 91-1072394 | — | OTHER SERVICES | $0 | — |
