Christy Good signed Ricardo LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ricardo LLC's EIN is 38-2833470.
Download the official 2024 Form 5500 (PDF) for Ricardo LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ricardo LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTOR SERVICES LLC | 04-1590850 | — | ADVISOR | $83K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $9.7M | 12.5% | |
| TRP RET BLEND 2035 A T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $9.1M | 11.8% | |
| TRP RET BLEND 2040 A T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $8.9M | 11.5% | |
| TRP RET BLEND 2030 A T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $5.2M | 6.7% | |
| TRP RET BLEND 2045 A T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $4.5M | 5.8% | |
| TRP RET BLEND 2025 A T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $3.9M | 5.0% | |
| J.P. Morgan JP Morgan Large Cap Growth Fund | Other securities | — | — | $3.5M | 4.5% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $2.7M | 3.5% | |
| TRP RET BLEND 2050 A T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $2.6M | 3.3% | |
| Black Rock BlackRock Technology Opportunities Fund | Other securities | — | — | $2.4M | 3.1% | |
| TRP RET BLEND 2055 A T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $1.6M | 2.1% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $1.6M | 2.0% | |
| Black Rock BlackRock Health Sciences Opportunities Fund | Other securities | — | — | $1.5M | 1.9% | |
| MFS Investment Massachusets Growth Stock | Mutual Funds | — | — | $1.5M | 1.9% | |
| Hartford Core Equity Fund | Other securities | — | — | $1.3M | 1.7% | |
| TRP RET BLEND 2060 A T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.5% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $1.2M | 1.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.2M | 1.5% | |
| Fidelity Small-Cap Index Fund | Common Collective Trusts | — | — | $956K | 1.2% | |
| TRP RET BLEND 2020 A T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $911K | 1.2% | |
| Columbia Management Columbia Dividend Opportunity Fund | Other securities | — | — | $866K | 1.1% | |
| Eaton Vance Eaton Vance Atlanta Capital SMID-CAP Fund | Other securities | — | — | $844K | 1.1% | |
| Fidelity FA Energy Fund | Mutual Funds | — | — | $799K | 1.0% | |
| Franklin Utilities Fund | Mutual Funds | — | — | $702K | 0.9% | |
| JP Morgan JP Morgan US Value Fund | Other securities | — | — | $683K | 0.9% | |
| Dodge & Cox Dodge & Cox Income | Mutual Funds | — | — | $681K | 0.9% | |
| Clear Bridge Carillon Scout Mid Cap Fund | Other securities | — | — | $642K | 0.8% | |
| American Funds American Fund EuroPacific Growth Fund | Mutual Funds | — | — | $518K | 0.7% | |
| T. Rowe Price T. Rowe Price U.S. Equity Research Fund | Other securities | — | — | $497K | 0.6% | |
| T. Rowe Price T. Rowe Price Small-Cap Stock Fund | Other securities | — | — | $440K | 0.6% | |
| Eaton Vance Eaton Vance Income Fund of Boston | Other securities | — | — | $417K | 0.5% | |
| John Hancock John Hancock Disciplined Value Fund | Other securities | — | — | $410K | 0.5% | |
| T. Rowe Price T. Rowe Price Retirement Balanced Fund | Other securities | — | — | $370K | 0.5% | |
| Fidelity FA Governmental Income Fund | Mutual Funds | — | — | $370K | 0.5% | |
| First Eagle First Eagle Gold Fund | Other securities | — | — | $320K | 0.4% | |
| PGIM Total Return Fund | Other securities | — | — | $318K | 0.4% | |
| TRP RET BLEND 2065 A T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $315K | 0.4% | |
| Federated Investors Federated Short-Term | Other securities | — | — | $289K | 0.4% | |
| MFS International Intrinsic Value Fund | Mutual Funds | — | — | $271K | 0.3% | |
| Clear Bridge Clear Bridge Small Cap Growth | Other securities | — | — | $246K | 0.3% | |
| Goldman Sachs Goldman Sachs Small/Mid Cap Growth Fund | Other securities | — | — | $229K | 0.3% | |
| TRP RET BLEND 2015 A T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $223K | 0.3% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $200K | 0.3% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $186K | 0.2% | |
| Goldman Sachs Goldman Sachs International Equity Fund | Other securities | — | — | $173K | 0.2% | |
| Davis Financial Davis Financial Fund | Other securities | — | — | $146K | 0.2% | |
| Fidelty FA Emerging Markets | Other securities | — | — | $136K | 0.2% | |
| PIMCO RE Real Return | Mutual Funds | — | — | $93K | 0.1% | |
| Fidelity Inflation Protected Bond Index Fund | Common Collective Trusts | — | — | $83K | 0.1% | |
| T. Rowe Price T. Rowe Price Small-Cap Value Fund | Other securities | — | — | $76K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
