DOUG Healy signed The Cincinnati REDS, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Cincinnati REDS, LLC's EIN is 31-1002055.
Download the official 2024 Form 5500 (PDF) for The Cincinnati REDS, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Cincinnati REDS, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment, a self-directed brokerage window.
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 | $48K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $7.3M | 13.9% | |
| American Funds Balanced Fund | Mutual Funds | — | — | $6.7M | 12.7% | |
| T. Rowe Price Growth Stock Fund | Other securities | — | — | $3.8M | 7.3% | |
| American Funds 2040 Target Date Retirement | Mutual Funds | — | — | $3.8M | 7.2% | |
| American Funds 2050 Target Date Retirement | Mutual Funds | — | — | $3.7M | 7.0% | |
| American Funds 2030 Target Date Retirement | Mutual Funds | — | — | $2.5M | 4.8% | |
| American Funds 2060 Target Date Retirement | Mutual Funds | — | — | $2.3M | 4.4% | |
| Vanguard Mid Cap Index Admiral Fund | Mutual Funds | — | — | $2.1M | 4.1% | |
| American Funds 2035 Target Date Retirement | Mutual Funds | — | — | $2.1M | 3.9% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $1.9M | 3.5% | |
| American Funds 2055 Target Date Retirement | Mutual Funds | — | — | $1.7M | 3.2% | |
| American Funds 2065 Target Date Retirement | Mutual Funds | — | — | $1.5M | 2.8% | |
| American Funds 2025 Target Date Retirement | Mutual Funds | — | — | $1.4M | 2.6% | |
| JP Morgan Core Plus Bond Fund | Other securities | — | — | $1.3M | 2.4% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $1.2M | 2.2% | |
| Federated Hermes Capital Preservation Fund | Other securities | — | — | $1.1M | 2.1% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.1% | |
| American Beacon Large Cap Value Fund | Other securities | — | — | $1.1M | 2.0% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $982K | 1.9% | |
| American Funds 2045 Target Date Retirement | Mutual Funds | — | — | $944K | 1.8% | |
| Vanguard Small Cap Growth Index Admiral Fund | Mutual Funds | — | — | $890K | 1.7% | |
| JP Morgan Undiscovered Managers Behavioral Value Fd | Other securities | — | — | $619K | 1.2% | |
| Notes receivable Loans to participants, various maturities, from participants interest rates ranging 4.25% to 9.50% | Bonds / Notes | — | — | $552K | 1.0% | |
| American Funds 2020 Target Date Retirement | Mutual Funds | — | — | $537K | 1.0% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $503K | 1.0% | |
| Vanguard Small-Cap Index Admiral | Mutual Funds | — | — | $347K | 0.7% | |
| Vanguard International Growth Fund Admiral | Mutual Funds | — | — | $344K | 0.7% | |
| Fidelity Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $301K | 0.6% | |
| American Funds 2010 Target Date Retirement | Mutual Funds | — | — | $174K | 0.3% | |
| Fidelity Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $63K | 0.1% | |
| American Funds 2015 Target Date Retirement | Mutual Funds | — | — | $57K | 0.1% | |
| Principal Real Estate Securities Fund | Other securities | — | — | $27K | <0.1% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $18K | <0.1% | |
| Fidelity Money Market Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
