Kenneth Kane signed RATE Holdings Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RATE Holdings Corp.'s EIN is 30-1301067.
Download the official 2024 Form 5500 (PDF) for RATE Holdings Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RATE Holdings Corp.'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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $553K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RICHEY MAY & CO LLP | — | ENGLEWOOD, CO | NONE | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $63.3M | 12.0% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $59.1M | 11.2% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $49.9M | 9.5% | |
| Vanguard Institutional Index Mutual Fund | Mutual Funds | — | — | $46.9M | 8.9% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $46.3M | 8.8% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $36.4M | 6.9% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $30.5M | 5.8% | |
| JP Morgan Large-Cap Growth Mutual Fund | Other securities | — | — | $25.0M | 4.7% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $24.7M | 4.7% | |
| T. Rowe Price Government Money Mutual Fund | Other securities | — | — | $22.2M | 4.2% | |
| Notes receivable from Participant loans secured by the balances in the participants' - | Participant loans | — | — | $13.5M | 2.6% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $13.1M | 2.5% | |
| Vanguard Mid-Cap Index Mutual Fund | Mutual Funds | — | — | $9.1M | 1.7% | |
| American Funds American Mutual Fund | Mutual Funds | — | — | $8.5M | 1.6% | |
| Vanguard Small-Cap Index Mutual Fund | Mutual Funds | — | — | $8.3M | 1.6% | |
| JP Morgan Mid-Cap Growth Mutual Fund | Other securities | — | — | $8.0M | 1.5% | |
| BlackRock Total Return Mutual Fund | Other securities | — | — | $6.9M | 1.3% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $6.1M | 1.2% | |
| Vanguard Total International Stock Index Mutual Fund | Mutual Funds | — | — | $6.0M | 1.1% | |
| John Hancock Disciplined Value - Mid-Cap Mutual Fund | Other securities | — | — | $4.9M | 0.9% | |
| MFS International Growth Mutual Fund | Mutual Funds | — | — | $4.8M | 0.9% | |
| Columbia Threadneedle Contrarian Core Mutual Fund | Other securities | — | — | $4.6M | 0.9% | |
| T. Rowe Price Uninvested Cash and Cash Equivalents ** 150 American Century Investments Small-Cap Growth Mutual Fund | Cash / Money Market | — | — | $4.3M | 0.8% | |
| Dimensional Fund Advisors US Small-Cap Value Mutual Fund | Mutual Funds | — | — | $3.8M | 0.7% | |
| JP Morgan Emerging Markets Equity Mutual Fund | Other securities | — | — | $2.6M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $2.5M | 0.5% | |
| Federated Hermes Institutional High-Yield Bond Mutual Fund | Other securities | — | — | $2.3M | 0.4% | |
| Vanguard Inflation-Protected Securities Mutual Fund | Mutual Funds | — | — | $1.7M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.2% | |
| TRP RETIREMENT BALANCED TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $1000K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $986K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $245K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
