JEFF King signed The Red Gate Group, Limited's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Red Gate Group, Limited's EIN is 20-4848145.
Download the official 2024 Form 5500 (PDF) for The Red Gate Group, Limited from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Red Gate Group, Limited'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGNATURE ESTATE & INVEST ADVS LLC | 95-4808910 | — | ADVISOR | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $1.6M | 18.1% | |
| Fidelity FID FREEDOM 2040 K6 | Mutual Funds | — | — | $755K | 8.6% | |
| Fidelity FID FREEDOM 2045 K6 | Mutual Funds | — | — | $747K | 8.5% | |
| Fidelity FID FREEDOM 2035 K6 | Mutual Funds | — | — | $711K | 8.1% | |
| JP Morgan JPM LG CAP GROWTH R6 | Other securities | — | — | $533K | 6.1% | |
| Fidelity FID FREEDOM 2030 K6 | Mutual Funds | — | — | $483K | 5.5% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $423K | 4.8% | |
| Fidelity FID FREEDOM 2050 K6 | Mutual Funds | — | — | $406K | 4.6% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $349K | 4.0% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $342K | 3.9% | |
| Fidelity FID FREEDOM 2025 K6 | Mutual Funds | — | — | $341K | 3.9% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $277K | 3.2% | |
| Fidelity FID FREEDOM 2060 K6 | Mutual Funds | — | — | $226K | 2.6% | |
| Fidelity FID FREEDOM 2020 K6 | Mutual Funds | — | — | $207K | 2.4% | |
| Fidelity FID FREEDOM 2055 K6 | Mutual Funds | — | — | $168K | 1.9% | |
| JP Morgan JPM US VALUE R6 | Mutual Funds | — | — | $150K | 1.7% | |
| T Rowe Price TRP HEALTH SCI I | Mutual Funds | — | — | $143K | 1.6% | |
| Money Market Fund * Fidelity Government Money Market Fund | Mutual Funds | — | — | $130K | 1.5% | |
| Pioneer Strategic PIONEER INTL EQ K | Other securities | — | — | $122K | 1.4% | |
| PGIM HIGH YIELD R6 | Other securities | — | — | $106K | 1.2% | |
| Cohen & Steers C&S REAL ESTATE Z | Other securities | — | — | $92K | 1.0% | |
| JP Morgan JPM CORE PLUS BND R6 | Other securities | — | — | $87K | 1.0% | |
| American Funds AF NEW WORLD R6 | Mutual Funds | — | — | $86K | 1.0% | |
| Fidelity FID FREEDOM 2010 K6 | Mutual Funds | — | — | $43K | 0.5% | |
| Allspring AS SPL SM CAP VAL R6 | Other securities | — | — | $35K | 0.4% | |
| Invesco INVS GLOBAL R6 | Mutual Funds | — | — | $28K | 0.3% | |
| Fidelity FID FREEDOM 2065 K6 | Mutual Funds | — | — | $18K | 0.2% | |
| DFA US DFA US VECTOR EQ I | Mutual Funds | — | — | $15K | 0.2% | |
| Pioneer Strategic PIONEER STRAT INC K | Common Stocks | — | — | $7K | <0.1% | |
| Harbor SCG RET | Other securities | — | — | $5K | <0.1% | |
| AQR Funds AQR STYLE PRM ALT R6 | Other securities | — | — | $4K | <0.1% | |
| Carillion Eagle CRLN E MID CAP GR R6 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
