Jacqueline Schorr signed Readycap Commercial, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Readycap Commercial, LLC's EIN is 46-1043031.
Download the official 2024 Form 5500 (PDF) for Readycap Commercial, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Readycap Commercial, LLC'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 | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPPENHEIMER & CO INC | 13-5657518 | — | ADVISOR | $23K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Total Market Index Fund | Common Collective Trusts | — | — | $3.0M | 12.6% | |
| MFS Investment Management Moderate Allocation Fund Class I | Mutual Funds | — | — | $2.2M | 9.4% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $2.1M | 9.0% | |
| Fidelity Investments 2030 Freedom Fund | Mutual Funds | — | — | $2.1M | 8.9% | |
| Fidelity Investments 2050 Freedom Fund | Mutual Funds | — | — | $1.9M | 7.9% | |
| Fidelity Investments 2035 Freedom Fund | Mutual Funds | — | — | $1.7M | 7.1% | |
| Fidelity Investments 2045 Freedom Fund | Mutual Funds | — | — | $1.3M | 5.4% | |
| Fidelity Investments 2040 Freedom Fund | Mutual Funds | — | — | $1.2M | 4.9% | |
| Fidelity Investments 2025 Freedom Fund | Mutual Funds | — | — | $1.1M | 4.7% | |
| Vanguard Group Windsor II Fund Admiral Shares | Mutual Funds | — | — | $1.0M | 4.2% | |
| JP Morgan Growth Advantage Fund Class R6 | Other securities | — | — | $981K | 4.1% | |
| Fidelity Investments 2055 Freedom Fund | Mutual Funds | — | — | $816K | 3.4% | |
| Fidelity Investments 2060 Freedom Fund | Mutual Funds | — | — | $586K | 2.5% | |
| Victory Sycamore Established Value Fund Class R6 | Other securities | — | — | $337K | 1.4% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $330K | 1.4% | |
| American Funds New Perspective Fund Class R6 | Mutual Funds | — | — | $287K | 1.2% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $274K | 1.2% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund Class R6 | Other securities | — | — | $246K | 1.0% | |
| Fidelity Investments Puritan Fund | Mutual Funds | — | — | $227K | 1.0% | |
| Fidelity Investments US Bond Index Fund | Common Collective Trusts | — | — | $212K | 0.9% | |
| Notes Receivable from Participants maturing through October 2029 - | Other securities | — | — | $212K | 0.9% | |
| PUTNAM STABLE VALUE FUND FIDELITY INVESTMENTS INSTITUTIONAL · EIN 04-2647786 / PN 001 | Common Collective Trust | — | — | $142K | 0.6% | |
| American Beacon Small Cap Values Fund Class Inst. | Other securities | — | — | $133K | 0.6% | |
| Fidelity Investments International Index Fund | Common Collective Trusts | — | — | $130K | 0.5% | |
| Fidelity Investments Real Estate Index Fund | Common Collective Trusts | — | — | $129K | 0.5% | |
| Fidelity Investments 2020 Freedom Fund | Mutual Funds | — | — | $102K | 0.4% | |
| Janus Henderson Venture Fund Class I | Mutual Funds | — | — | $90K | 0.4% | |
| JP Morgan Core Plus Bond Fund Class R6 | Other securities | — | — | $56K | 0.2% | |
| Dimensional Fund Advisors Inflation-Protected Securities Portfolio | Mutual Funds | — | — | $46K | 0.2% | |
| Delaware Funds by Macquarie Emerging Markets Fund Class R6 | Other securities | — | — | $42K | 0.2% | |
| Eaton Vance Income Fund of Boston Class R6 | Other securities | — | — | $42K | 0.2% | |
| Fidelity Investments Overseas Fund | Mutual Funds | — | — | $37K | 0.2% | |
| American Funds Europacific Growth Fund Class R6 | Mutual Funds | — | — | $30K | 0.1% | |
| MFS Investment Management Growth Allocation Fund Class I | Mutual Funds | — | — | $30K | 0.1% | |
| Putnam Global Income Trust Class Y | Mutual Funds | — | — | $21K | <0.1% | |
| MFS Investment Management Conservative Allocation Fund Class I | Mutual Funds | — | — | $21K | <0.1% | |
| Fidelity Investments 2065 Freedom Fund | Mutual Funds | — | — | $10K | <0.1% | |
| MFS Investment Management Aggregate Growth Allocation Fund Class I | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
