Glen Lewis signed Rose Villa Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rose Villa Inc.'s EIN is 93-0471873.
Download the official 2024 Form 5500 (PDF) for Rose Villa Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rose Villa Inc.'s plan includes 403(b) custodial accounts, a default investment (QDIA), 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 |
|---|---|---|---|---|---|
| LUCID ADVISORS, INC. | 91-2050140 | SEATTLE, WA | NONE | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST PLAN SERVICES, INC. | 91-2090931 | MILL CREEK, WA | NONE | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $1.1M | 16.5% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $894K | 13.7% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $836K | 12.8% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $481K | 7.4% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $452K | 6.9% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $449K | 6.9% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $358K | 5.5% | |
| Vanguard Extended Market Index Fund | Common Collective Trusts | — | — | $298K | 4.6% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $252K | 3.9% | |
| Mass Mutual Select Mid Cap Growth Fund | Other securities | — | — | $240K | 3.7% | |
| Metropolitan West Total Return Fund | Other securities | — | — | $185K | 2.8% | |
| DFA Emerging Markets Fund | Mutual Funds | — | — | $176K | 2.7% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $155K | 2.4% | |
| T. Rowe Price Retirement 2015 Fund 505 T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $140K | 2.1% | |
| Royce International Premier Fund | Other securities | — | — | $126K | 1.9% | |
| PGIM High Yield Fund | Other securities | — | — | $80K | 1.2% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $64K | 1.0% | |
| Participants Participant Loans Rates from 4.25% to 9.5% - | Bonds / Notes | — | — | $56K | 0.9% | |
| JPMorgan Equity Income Fund | Other securities | — | — | $54K | 0.8% | |
| Schwab Government Money Fund | Mutual Funds | — | — | $41K | 0.6% | |
| Standard Stable Asset Fund | Other securities | — | — | $37K | 0.6% | |
| T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $17K | 0.3% | |
| Northern Global Sustainability Index Fund | Common Collective Trusts | — | — | $15K | 0.2% | |
| T. Rowe Price Retirement 2010 Fund | Other securities | — | — | $12K | 0.2% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $5K | <0.1% | |
| American Funds Capital World Bond Fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
