Mark Kaufman signed Athletico, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Athletico, Ltd.'s EIN is 36-3771769.
Download the official 2024 Form 5500 (PDF) for Athletico, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Athletico, Ltd.'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 | $307K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | NONE | $92K | — |
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 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $58.4M | 14.2% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $57.5M | 14.0% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $55.0M | 13.4% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $49.1M | 12.0% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $37.8M | 9.2% | |
| Shares of Registered Investment Companies Fidelity 500 Index Fund | Common Collective Trusts | — | — | $32.0M | 7.8% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $29.0M | 7.1% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $27.5M | 6.7% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $15.1M | 3.7% | |
| JP Morgan Large Cap Growth Fund R6 | Other securities | — | — | $9.9M | 2.4% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $5.8M | 1.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.5M | 1.1% | |
| JP Morgan Equity Income Fund R6 | Other securities | — | — | $3.6M | 0.9% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $3.3M | 0.8% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $2.8M | 0.7% | |
| MFS International Diversification Fund R6 | Mutual Funds | — | — | $2.5M | 0.6% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.5% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $2.0M | 0.5% | |
| Fidelity Global EX U.S. Index Fund | Common Collective Trusts | — | — | $1.8M | 0.4% | |
| Allspring Special Mid Cap Value Fund R6 | Other securities | — | — | $1.5M | 0.4% | |
| Principal Small Cap Growth Fund R6 | Other securities | — | — | $1.5M | 0.4% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $1.3M | 0.3% | |
| Allspring Special Small Cap Value Fund R6 | Other securities | — | — | $1.3M | 0.3% | |
| Blackrock Total Return Fund K | Other securities | — | — | $1.1M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $862K | 0.2% | |
| Principal Real Estate Securities Fund R6 | Other securities | — | — | $832K | 0.2% | |
| PIMCO Real Return | Mutual Funds | — | — | $720K | 0.2% | |
| T. Rowe Price Government Money Market Fund | Cash / Money Market | — | — | $250K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $21K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
