Justin Ramirez signed Common Thread Collective, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Common Thread Collective, LLC's EIN is 36-4809528.
Download the official 2024 Form 5500 (PDF) for Common Thread Collective, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Common Thread Collective, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| AT RETIREMENT SERVICES, LLC | 83-3455979 | DUBUQUE, IA | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | 30-0840934 | AGOURA HILLS, CA | AUDITOR | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Mutual Fund | Mutual Funds | — | — | $888K | 27.6% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | Mutual Funds | — | — | $877K | 27.3% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | Mutual Funds | — | — | $759K | 23.6% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Mutual Funds | — | — | $235K | 7.3% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | Mutual Funds | — | — | $133K | 4.1% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | Mutual Funds | — | — | $63K | 2.0% | |
| Fidelity Total Market Index Institutional Premium Class Mutual Fund | Common Collective Trusts | — | — | $62K | 1.9% | |
| Fidelity Small Cap Index Institutional Premium Class Mutual Fund ** 708 Schwab S&P 500 Index Mutual Fund | Common Collective Trusts | — | — | $58K | 1.8% | |
| Participant-Directed Brokerage Accounts Interest-Bearing Cash | Self-Directed Brokerage | — | — | $51K | 1.6% | |
| Fidelity International Sustainability Index Mutual Fund | Mutual Funds | — | — | $17K | 0.5% | |
| USD Coin Cryptocurrency | Other securities | — | — | $15K | 0.5% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | Mutual Funds | — | — | $15K | 0.5% | |
| Participant Loans to participants, bearing interest at 9.50% | Bonds / Notes | — | — | $14K | 0.4% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $13K | 0.4% | |
| Vanguard FTSE Social Index Fund Admiral Class Mutual Fund | Common Collective Trusts | — | — | $7K | 0.2% | |
| Vanguard Total Bond Market Index Admiral Class Mutual Fund | Mutual Funds | — | — | $5K | 0.1% | |
| Bitcoin Cryptocurrency | Other securities | — | — | $4K | 0.1% | |
| Vanguard Treasury Money Market Investor Fund Mutual Fund | Mutual Funds | — | — | $3K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORUSALL, INC. | 46-1803145 | SAN CARLOS, CA | ADMINISTRATOR | $11K | — |
