Karen McCasey signed RCM Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RCM Technologies, Inc.'s EIN is 95-1480559.
Download the official 2024 Form 5500 (PDF) for RCM Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RCM Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 06-1050034 | NEW YORK, NY | INVESTMENT ADVISOR | $109K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral VFIAX 21,247 shares | Common Collective Trusts | — | $6.8M | $11.5M | 16.0% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | $7.0M | $11.0M | 15.3% | |
| PGIM Day One 2040 Fund R5 PDHHX 718,091 shares | Other securities | — | $8.4M | $8.4M | 11.6% | |
| PGIM Day One 2030 Fund R5 PDFHX 463,510 shares | Other securities | — | $5.3M | $5.0M | 6.9% | |
| Janus Henderson Enterprise Fund S JGRTX 33,803 shares | Mutual Funds | — | $4.3M | $4.5M | 6.2% | |
| PGIM Day One 2020 Fund R5 PDDHX 255,612 shares | Other securities | — | $2.7M | $2.5M | 3.5% | |
| COLUMBIA DIVIDEND VALUE (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | $1.7M | $2.3M | 3.2% | |
| s 1 * Empower Guaranteed Income Fund 80,461 units | Guaranteed Income / GIC | — | $80K | $2.3M | 3.2% | |
| 27 MFS Total Return R3 Fund MSFHX 111,672 shares | Mutual Funds | — | $2.1M | $2.1M | 2.9% | |
| PGIM Day One 2050 Fund R5 PDJHX 168,479 shares | Other securities | — | $2.1M | $2.0M | 2.8% | |
| Vanguard Total Intl Stock Index Admiral VTIAX 60,090 shares | Mutual Funds | — | $1.8M | $1.9M | 2.6% | |
| VictorySycamore Established Value Fund A VETAX 41,073 shares | Other securities | — | $1.8M | $1.9M | 2.6% | |
| FederatedHermes Mid-Cap Index Svc FMDCX 121,396 shares | Other securities | — | $2.3M | $1.9M | 2.6% | |
| Vanguard Small Cap Index Fund Admiral VSMAX 12,893 shares | Common Collective Trusts | — | $1.2M | $1.5M | 2.1% | |
| AmericanFunds New Perspective Fund R3 RNPCX 24,542 shares | Other securities | — | $1.2M | $1.5M | 2.0% | |
| PGIM Day One 2035 Fund R5 PDGHX 127,491 shares | Other securities | — | $1.5M | $1.4M | 2.0% | |
| PGIM Day One 2045 Fund R5 PDIHX 101,664 shares | Other securities | — | $1.2M | $1.2M | 1.6% | |
| PGIM Day One 2060 Fund R5 PDLHX 85,327 shares | Other securities | — | $1.1M | $1.2M | 1.6% | |
| Fidelity Advisor Small Cap Growth A FCAGX 34,504 shares | Mutual Funds | — | $35K | $1.0M | 1.4% | |
| PGIM Day One 2025 Fund R5 PDEHX 89,871 shares | Other securities | — | $996K | $918K | 1.3% | |
| PGIM Day One Income Fund R5 PDAHX 90,231 shares | Other securities | — | $971K | $904K | 1.3% | |
| 30 MFS Total Return Bond Fund A MRBFX 90,184 shares | Mutual Funds | — | $933K | $846K | 1.2% | |
| PGIM Day One 2055 Fund R5 PDKHX 75,779 shares | Other securities | — | $844K | $817K | 1.1% | |
| VictorySycamor Small Company Opportunity Fund A SSGSX 16,824 shares | Common Stocks | — | $780K | $781K | 1.1% | |
| Principal Real Estate Securities A Fund PRRAX 25,907 shares | Other securities | — | $666K | $729K | 1.0% | |
| Vanguard Developed Markets Index Admiral VTMGX 40,034 shares | Mutual Funds | — | $583K | $615K | 0.9% | |
| AmericanFunds US Government Securities Fund R4 RGVEX 46,371 shares | Other securities | — | $566K | $545K | 0.8% | |
| PGIM Day One 2015 Fund R5 PDCHX 27,564 shares | Other securities | — | $290K | $274K | 0.4% | |
| Fidelity Advisor Strategic Income Fund A FSTAX 15,982 shares | Mutual Funds | — | $184K | $183K | 0.3% | |
| Empower Forfeitures / Asset Holding Account | Other securities | — | $58K | $58K | <0.1% | |
| The Hartford World Bond Fund R4 HWDSX 2,921 shares | Other securities | — | $29K | $29K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
