Damon Karaiscos signed R.H. Peterson Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
R.H. Peterson Co.'s EIN is 95-3137229.
Download the official 2024 Form 5500 (PDF) for R.H. Peterson Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)R.H. Peterson Co.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | — | ADVISOR | $0 | — |
| RAYMOND JAMES FINANCIAL SERVICES |
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 | |||||
|---|---|---|---|---|---|---|
| INVS S&P 500 INDEX A Mutual Fund | Common Collective Trusts | — | — | $6.4M | 30.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $6.1M | 28.8% | |
| FA EQUITY INCOME A Mutual Fund | Other securities | — | — | $1.8M | 8.6% | |
| FA FREEDOM 2035 A Mutual Fund | Other securities | — | — | $1.4M | 6.5% | |
| FA FREEDOM 2030 A Mutual Fund | Other securities | — | — | $776K | 3.7% | |
| FA NEW INSIGHTS A Mutual Fund | Other securities | — | — | $719K | 3.4% | |
| INVS DIVRS DIVIDND A Mutual Fund | Other securities | — | — | $560K | 2.6% | |
| FA FREEDOM 2070 A Mutual Fund ** $194 * OUTSTANDING LOAN BALANCE Participant Loans*** | Participant loans | — | — | $545K | 2.6% | |
| FA FREEDOM 2025 A Mutual Fund | Other securities | — | — | $519K | 2.5% | |
| FA FREEDOM 2040 A Mutual Fund | Other securities | — | — | $374K | 1.8% | |
| FA FREEDOM 2050 A Mutual Fund | Other securities | — | — | $341K | 1.6% | |
| VRTS K MD-CAP GR A Mutual Fund | Other securities | — | — | $297K | 1.4% | |
| FA FREEDOM 2055 A Mutual Fund | Other securities | — | — | $216K | 1.0% | |
| FA FREEDOM 2060 A Mutual Fund | Other securities | — | — | $212K | 1.0% | |
| FA FREEDOM 2045 A Mutual Fund | Other securities | — | — | $197K | 0.9% | |
| LOOMIS SM CP GRTH R Mutual Fund | Other securities | — | — | $140K | 0.7% | |
| PIM TOTAL RETURN A Mutual Fund | Other securities | — | — | $139K | 0.7% | |
| FA FREEDOM INC A Mutual Fund | Common Stocks | — | — | $129K | 0.6% | |
| HARBOR INTL INV Mutual Fund | Other securities | — | — | $125K | 0.6% | |
| FA FREEDOM 2015 A Mutual Fund | Other securities | — | — | $62K | 0.3% | |
| FA FREEDOM 2010 A Mutual Fund ** $303 * FA FREEDOM 2020 A Mutual Fund | Other securities | — | — | $61K | 0.3% | |
| FA FREEDOM 2065 A Mutual Fund | Other securities | — | — | $40K | 0.2% | |
| FID NASDAQ COMP INDX Mutual Fund | Mutual Funds | — | — | $37K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 59-2937883 |
| — |
| ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | 04-3523567 | — | PAYING AGENT | $0 | — |
