Joe Abbate signed Rick Engineering Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rick Engineering Company's EIN is 95-1859899.
Download the official 2024 Form 5500 (PDF) for Rick Engineering Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rick Engineering Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCELERATE RETIREMENT | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $121K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | SECURITIES BROKER | $11 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index - | Common Collective Trusts | — | — | $12.5M | 19.9% | |
| JPMorgan Lg Cap Gr R6 - | Other securities | — | — | $9.0M | 14.3% | |
| MFS Val R3 - | Mutual Funds | — | — | $4.9M | 7.7% | |
| JPMorgan Small Cap Eq R5 - | Other securities | — | — | $3.6M | 5.6% | |
| SMALL CAP VAL II I1 WILMINGTON TRUST · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $2.7M | 4.3% | |
| WILMINGTON TR T. ROWE 2030 TR L1 WILMINGTON TRUST · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $2.6M | 4.1% | |
| WILMINGTON TR T. ROWE 2040 TR L1 WILMINGTON TRUST · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $2.2M | 3.5% | |
| RELIANCE/METLIFE STABLE 25053 CL 0 METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.1M | 3.3% | |
| WILMINGTON TR T. ROWE 2035 TR L1 WILMINGTON TRUST · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $2.0M | 3.1% | |
| WILMINGTON TR T. ROWE 2045 TR L1 WILMINGTON TRUST · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $1.8M | 2.8% | |
| WILMINGTON TR T. ROWE 2055 TR L1 WILMINGTON TRUST · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $1.6M | 2.5% | |
| WILMINGTON TR T. ROWE 2025 TR L1 WILMINGTON TRUST · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.4% | |
| Vanguard FTSE All Wld ex-US Idx Adm - | Common Collective Trusts | — | — | $1.4M | 2.2% | |
| WILMINGTON TR T. ROWE 2050 TR L1 WILMINGTON TRUST · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $1.3M | 2.1% | |
| WILMINGTON TR T. ROWE 2020 TR L1 WILMINGTON TRUST · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $1.3M | 2.0% | |
| Vanguard Mid Cap Index Adm - | Mutual Funds | — | — | $1.2M | 2.0% | |
| Principal Core Fixed Inc Instl - | Common Stocks | — | — | $1.2M | 1.9% | |
| WILMINGTON TR T. ROWE 2060 TR L1 WILMINGTON TRUST · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $968K | 1.5% | |
| BNY Mellon Worldwide Gr I - | Other securities | — | — | $880K | 1.4% | |
| WILMINGTON TR T. ROWE 2015 TR L1 WILMINGTON TRUST · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $814K | 1.3% | |
| PIMCO Inc Instl - | Mutual Funds | — | — | $755K | 1.2% | |
| Vanguard Small Cap Index Adm - | Mutual Funds | — | — | $753K | 1.2% | |
| American Century American Century Gov't Bd R5 - | Other securities | — | — | $713K | 1.1% | |
| Charles Schwab Instl Personal Choice Retirement Accounts - | Self-Directed Brokerage | — | — | $684K | 1.1% | |
| MID CAP GR FUND CLASS I1 WILMINGTON TRUST · EIN 34-4126247 / PN 549 | Common Collective Trust | — | — | $669K | 1.1% | |
| Participant Loans Interest rates from 5.25% to 10.50% - | Bonds / Notes | — | — | $651K | 1.0% | |
| Vanguard Intl Gr Adm - | Mutual Funds | — | — | $632K | 1.0% | |
| Cohen & Steers Cohen & Steers Instl Realty Shares - | Other securities | — | — | $613K | 1.0% | |
| MID CAP VAL FUND FEE CLASS R1 WILMINGTON TRUST · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $495K | 0.8% | |
| Macquarie Emerging Mkts R6 - | Other securities | — | — | $477K | 0.8% | |
| Vanguard Short Term Inv Grade Adm - | Mutual Funds | — | — | $466K | 0.7% | |
| Vanguard Long Term Inv Grade Adm - | Mutual Funds | — | — | $406K | 0.6% | |
| WILMINGTON TR T. ROWE 2065 TR L1 WILMINGTON TRUST · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $385K | 0.6% |
