Aruna Silva signed RETA Trust's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RETA Trust's EIN is 94-2329720.
Download the official 2024 Form 5500 (PDF) for RETA Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RETA Trust's plan includes health coverage, dental coverage, vision coverage.
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| BEACON POINTE ADVISORS | 68-0488677 | — | N/A | $88K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KAISER PERMANENTE | — | CLACKAMAS, OR | N/A | $11.0M | — |
| BLUE SHIELD OF CA | — | SAN FRANCISCO, CA | N/A | $7.6M | — |
| HM LIFE | — | HOUSTON, TX | N/A | $4.7M | — |
| BAS, INC. | 23-2635985 | — | N/A | $2.7M | — |
| GALLAGHER BENEFIT SERVICES | 36-4291971 | — | N/A | $2.3M | — |
| CONCIERGE NURSE NAVIGATOR | 85-1793018 | — | N/A | $1.0M | — |
| DELTA DENTAL | — | OAKLAND, CA | N/A | $1.0M | — |
| ARMANINO LLP | 94-6214841 | — | N/A | $491K | — |
| LEWIS & ELLIS, INC. | 75-1281520 | — | N/A | $474K | — |
| HINSHAW & CULBERTSON, LLP | 36-2128133 | — | N/A | $346K | — |
| ZABIT MEDIA, INC. | 81-0926272 | — | N/A | $342K | — |
| ONE MEDICAL-PEAKMED COLORADO, LLC | 81-3891357 | — | N/A | $281K | — |
| ARTHUR J GALLAGHER & CO. | 36-4291971 | — | N/A | $201K | — |
| WADE AUBRY, MD | — | HILLSBOROUGH, CA | N/A | $187K | — |
| VISION SERVICE PLAN | — | WALNUT CREEK, CA | N/A | $165K | — |
| QUEST DIAGNOSTICS | 38-2084239 | — | N/A | $142K | — |
| MOSS ADAMS LLP | 91-0189318 | — | N/A | $87K | — |
| DAYFORCE US, INC. | 59-3228107 | — | N/A | $81K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | N/A | $57K | — |
| US BANK | 31-0841368 | — | N/A | $40K | — |
| SEGALL BRYANT & HAMILL, LLC | 41-1788385 | — | N/A | $37K | — |
| STERLING CAPITAL | 42-1658828 | — | N/A | $26K | — |
| INSTITUTIONAL SHAREHOLDER SVS, INC | 06-1541449 | — | N/A | $25K | — |
| BROWN ADVISORY | — | BALTIMORE, MD | N/A | $21K | — |
| BANK OF AMERICA | — | CHARLOTTE, NC | N/A | $21K | — |
| SURFSIDE COMPUTING LLC | 47-5574061 | — | N/A | $18K | — |
| FIDUCIARY MANAGEMENT, INC. | 39-1346018 | — | N/A | $17K | — |
| BAKER TILLY US, LLP | 30-1413443 | — | N/A | $15K | — |
| CHAMPLAIN INVESTMENTS | 20-1367417 | — | N/A | $13K | — |
| THE PRINTING BUSINESS, INC. | 94-1627326 | — | N/A | $10K | — |
| HEALTH EQUITY | — | DRAPER, UT | N/A | $9K | — |
| LINDY FLEMMING PRODUCTIONS | — | FAIRFAX, CA | N/A | $8K | — |
| COMPENSATION CONNECTIONS LLC | 47-1585101 | — | N/A | $6K | — |
| CRISP IMAGING | 33-0934203 | — | — | $5K | — |
