Jaclyn RAMM signed Fives Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fives Inc.'s EIN is 38-3503183.
Download the official 2024 Form 5500 (PDF) for Fives Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fives Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GBQ PARTNERS LLC | 20-2122306 | — | ACCOUNTANT/AUDITOR | $21K | — |
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 2030 Fund Collective Investment Trust Fund | Common Collective Trusts | — | — | $48.4M | 15.4% | |
| TRP RET BLEND 2030 G T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $48.4M | 15.4% | |
| T. Rowe Price Retirement 2025 Fund Collective Investment Trust Fund | Common Collective Trusts | — | — | $45.6M | 14.5% | |
| TRP RET BLEND 2025 G T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $45.6M | 14.5% | |
| T. Rowe Price Retirement 2035 Fund Collective Investment Trust Fund | Common Collective Trusts | — | — | $33.2M | 10.6% | |
| TRP RET BLEND 2035 G T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $33.2M | 10.6% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $24.7M | 7.9% | |
| T. Rowe Price Retirement 2040 Fund Collective Investment Trust Fund | Common Collective Trusts | — | — | $22.5M | 7.1% | |
| TRP RET BLEND 2040 G T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $22.5M | 7.1% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $22.5M | 7.1% | |
| TRP RET BLEND 2020 G T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $20.9M | 6.7% | |
| T. Rowe Price Retirement 2020 Fund Collective Investment Trust Fund | Common Collective Trusts | — | — | $20.9M | 6.7% | |
| T. Rowe Price Retirement 2045 Fund Collective Investment Trust Fund | Common Collective Trusts | — | — | $15.3M | 4.9% | |
| TRP RET BLEND 2045 G T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $15.3M | 4.9% | |
| T. Rowe Price Retirement 2050 Fund Collective Investment Trust Fund | Common Collective Trusts | — | — | $13.6M | 4.3% | |
| TRP RET BLEND 2050 G T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $13.6M | 4.3% | |
| T. Rowe Price Retirement 2055 Fund Collective Investment Trust Fund | Common Collective Trusts | — | — | $9.6M | 3.1% | |
| TRP RET BLEND 2055 G T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $9.6M | 3.1% | |
| AllianceBernstein Large Cap Growth Fund Collective Investment Trust Fund | Common Collective Trusts | — | — | $8.1M | 2.6% | |
| AB US LG CP GR W MSG GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $8.1M | 2.6% | |
| T. Rowe Price Retirement 2015 Fund Collective Investment Trust Fund | Common Collective Trusts | — | — | $6.7M | 2.1% | |
| TRP RET BLEND 2015 G T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $6.7M | 2.1% | |
| T. Rowe Price Retirement 2060 Fund Collective Investment Trust Fund | Common Collective Trusts | — | — | $4.6M | 1.5% | |
| TRP RET BLEND 2060 G T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $4.6M | 1.5% | |
| MFS Mid Cap Growth Fund Mutual Fund | Mutual Funds | — | — | $4.0M | 1.3% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $4.0M | 1.3% | |
| Columbia Dividend Income Fund Collective Investment Trust Fund | Common Collective Trusts | — | — | $3.8M | 1.2% | |
| COL DIV INC INST MS AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 218 | Common Collective Trust | — | — | $3.8M | 1.2% | |
| Victory Sycamore Established Value Fund Mutual Fund | Other securities | — | — | $3.1M | 1.0% | |
| T. Rowe Price Retirement 2010 Fund Collective Investment Trust Fund | Common Collective Trusts | — | — | $3.0M | 1.0% | |
| TRP RET BLEND 2010 G T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $3.0M | 1.0% | |
| BNYM Core Plus I Mutual Fund | Other securities | — | — | $3.0M | 0.9% | |
| T. Rowe Price Retirement 2005 Fund Collective Investment Trust Fund | Common Collective Trusts | — | — | $2.6M | 0.8% | |
| TRP RET BLEND 2005 G T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $2.6M | 0.8% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.4M | 0.8% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.0M | 0.6% | |
| Lord Abbett Total Return Fund Mutual Fund | Mutual Funds | — | — | $1.6M | 0.5% | |
| T. Rowe Price Retirement 2065 Fund Collective Investment Trust Fund | Common Collective Trusts | — | — | $1.5M | 0.5% | |
| TRP RET BLEND 2065 G T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.5% | |
| MFS International Intrinsic Value Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 0.4% | |
| MFS New Discovery Value Fund Mutual Fund | Mutual Funds | — | — | $1.0M | 0.3% | |
| ClearBridge International Growth Fund Mutual Fund | Other securities | — | — | $915K | 0.3% | |
| Baron Discovery Fund Mutual Fund | Other securities | — | — | $909K | 0.3% | |
| FA Focused Emerging Markets Fund Mutual Fund | Other securities | — | — | $521K | 0.2% | |
| Fidelity Government Money Market Fund Mutual Fund | Mutual Funds | — | — | $26K | <0.1% | |
| TRP RETIRE 2060 F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2020 F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2010 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2025 F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2040 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
