Ronald Smith signed The Bobbitt Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Bobbitt Group, Inc.'s EIN is 03-0506079.
Download the official 2024 Form 5500 (PDF) for The Bobbitt Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Bobbitt Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $947K | 18.3% | |
| T. ROWE PRICE RETIREMENT 2050 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $721K | 14.0% | |
| PGIM US Real Estate Fund | Other securities | — | — | $484K | 9.4% | |
| T. ROWE PRICE RETIREMENT 2030 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $456K | 8.8% | |
| JP Morgan Large Cap Growth Fund | Other securities | — | — | $262K | 5.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $262K | 5.1% | |
| T. ROWE PRICE RETIREMENT 2045 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $254K | 4.9% | |
| T. ROWE PRICE RETIREMENT 2035 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $229K | 4.4% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $215K | 4.2% | |
| T. ROWE PRICE RETIREMENT 2060 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $192K | 3.7% | |
| T. ROWE PRICE RETIREMENT 2055 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $170K | 3.3% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $155K | 3.0% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $139K | 2.7% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $98K | 1.9% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $92K | 1.8% | |
| Blackrock Total Return Fund | Other securities | — | — | $85K | 1.6% | |
| T. ROWE PRICE RETIREMENT 2040 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $83K | 1.6% | |
| Dodge & Cox Stock X Fund | Mutual Funds | — | — | $69K | 1.3% | |
| T. ROWE PRICE RETIREMENT 2065 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $62K | 1.2% | |
| T. ROWE PRICE RETIREMENT BALANCED T T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $46K | 0.9% | |
| GALLIARD STABLE RETURN FUND E WELLS FARGO MUTUAL FUNDS · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $41K | 0.8% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $41K | 0.8% | |
| Principal Small Cap Value Fund | Other securities | — | — | $29K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2010 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $17K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2025 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $11K | 0.2% | |
| MASSMUTUAL SMALL CAP GR EQ CIT FEE GREAT GRAY · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $4K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2020 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
