Caroline Kavanagh signed Fanatics Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fanatics Holdings, Inc.'s EIN is 45-4894304.
Download the official 2024 Form 5500 (PDF) for Fanatics Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fanatics Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $441K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $137K | — |
| ROCATON INVESTMENT ADVISORS LLC |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | Common Collective Trusts | — | — | $56.4M | 15.5% | |
| BlackRock LifePath Index 2050 | Other securities | — | — | $41.1M | 11.3% | |
| BlackRock LifePath Index 2045 | Other securities | — | — | $35.7M | 9.8% | |
| BlackRock LifePath Index 2040 | Other securities | — | — | $35.1M | 9.6% | |
| BlackRock LifePath Index 2055 | Other securities | — | — | $34.4M | 9.4% | |
| BlackRock LifePath Index 2035 | Other securities | — | — | $26.5M | 7.3% | |
| BlackRock LifePath Index 2060 | Other securities | — | — | $23.3M | 6.4% | |
| BlackRock LifePath Index 2030 | Other securities | — | — | $19.1M | 5.3% | |
| ClearBridge Large Cap Growth Fund | Other securities | — | — | $18.2M | 5.0% | |
| BlackRock LifePath Index Retirement Fund | Other securities | — | — | $15.1M | 4.1% | |
| BlackRock Advantage SMID Cap | Other securities | — | — | $13.7M | 3.8% | |
| Fidelity Global Ex US Index | Mutual Funds | — | — | $12.3M | 3.4% | |
| PIMCO Total Return Institutional | Mutual Funds | — | — | $7.0M | 1.9% | |
| maturing through March 2042 | Other securities | — | — | $6.0M | 1.6% | |
| MFS Value R6 | Mutual Funds | — | — | $5.8M | 1.6% | |
| Mutual and Money Market Funds American Funds American Fund Europac Growth R6 | Mutual Funds | — | — | $5.0M | 1.4% | |
| Common Collective Trust Fund Great Gray Trust Company Wilmington Trust Galliard Retirement Income Fund- Fee Class 35 | Common Collective Trusts | — | — | $2.9M | 0.8% | |
| GG G RETIRE INC F35 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $2.9M | 0.8% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $2.6M | 0.7% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $1.8M | 0.5% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.6M | 0.4% | |
| BlackRock LifePath Index 2065 | Other securities | — | — | $770K | 0.2% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $182K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-3638035 |
| — |
| ADVISOR |
| $50K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $55K | — |
