AMY Gelazela signed RUG Doctor, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RUG Doctor, LLC's EIN is 26-1257115.
Download the official 2024 Form 5500 (PDF) for RUG Doctor, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RUG Doctor, LLC's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $32K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund N/R | Mutual Funds | — | — | $3.8M | 21.6% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund N/R | Other securities | — | — | $3.0M | 16.8% | |
| Advisor Class Janus Enterprise Fund T N/R | Mutual Funds | — | — | $1.7M | 9.3% | |
| JPMorgan Smart Retirement 2040A Fund N/R | Other securities | — | — | $1.3M | 7.3% | |
| JPMorgan Smart Retirement 2035A Fund N/R | Other securities | — | — | $902K | 5.1% | |
| Dodge & Cox Dodge & Cox Income Fund N/R | Mutual Funds | — | — | $861K | 4.8% | |
| Massachusetts Financial Services MFS INTL Equity R6 N/R | Mutual Funds | — | — | $813K | 4.6% | |
| New York Life Insurance Company Guaranteed Interest Account N/R | Guaranteed Income / GIC | — | — | $803K | 4.5% | |
| JPMorgan Undiscovered Managers Behavioral N/R | Other securities | — | — | $678K | 3.8% | |
| Value Fund JPMorgan Smart Retirement 2030A Fund N/R | Other securities | — | — | $485K | 2.7% | |
| John Hancock Funds Disciplined Value Class R2 Fund N/R | Other securities | — | — | $481K | 2.7% | |
| Vanguard Selected Value Fund N/R | Mutual Funds | — | — | $413K | 2.3% | |
| JPMorgan Smart Retirement 2020A Fund N/R | Other securities | — | — | $331K | 1.9% | |
| JPMorgan Smart Retirement 2025A Fund N/R | Other securities | — | — | $271K | 1.5% | |
| JPMorgan Smart Retirement 2045A Fund N/R | Other securities | — | — | $266K | 1.5% | |
| JPMorgan Smart Retirement 2055A Fund N/R | Other securities | — | — | $260K | 1.5% | |
| JPMorgan Smart Retirement 2050A N/R | Other securities | — | — | $248K | 1.4% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $235K | 1.3% | |
| AllianceBernstein AB Small Cap Growth Portfolio Advisor N/R | Other securities | — | — | $233K | 1.3% | |
| Class Causeway Emerging Markets Fund Class N/R | Other securities | — | — | $208K | 1.2% | |
| Institutional Fund Amundi Pioneer Strategic Income Fund N/R | Other securities | — | — | $206K | 1.2% | |
| JPMorgan Smart Retirement 2060A N/R | Other securities | — | — | $163K | 0.9% | |
| Fidelity Investments Fidelity US Bond Index N/R | Mutual Funds | — | — | $80K | 0.4% | |
| Pacific Investment Management Real Returns Bond; Administrative N/R | Other securities | — | — | $70K | 0.4% | |
| Company JPMorgan Smart Retirement Income A Fund N/R | Common Stocks | — | — | $31K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $12K |
| — |
