Jeremy Mitchell Charles signed Rebel Athletic, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rebel Athletic, Inc.'s EIN is 46-1554868.
Download the official 2024 Form 5500 (PDF) for Rebel Athletic, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rebel Athletic, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 04-3046611 | — | INVESTMENT ADVISORY-PLAN | $26K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index (i) | Common Collective Trusts | — | — | $1.3M | 19.6% | |
| Morgan Stanley Morgan Stanley Inst Growth R6 (i) | Other securities | — | — | $1.1M | 16.6% | |
| JPMorgan Large Cap Value R6 (i) | Other securities | — | — | $1.0M | 15.3% | |
| Guggenheim Total Return Bond Instl (i) | Other securities | — | — | $546K | 8.2% | |
| Vanguard Total Bd Mkt Index Adm | Mutual Funds | — | — | $546K | 8.2% | |
| GALLIARD STABLE RETURN M SEI · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $391K | 5.9% | |
| Fidelity International Index (i) | Mutual Funds | — | — | $341K | 5.1% | |
| Thornburg Limited Term Inc R6 (i) | Common Stocks | — | — | $236K | 3.5% | |
| Virtus KAR Small-Cap Growth I (i) | Other securities | — | — | $154K | 2.3% | |
| Allspring Special Small Cap Val R6 (i) | Other securities | — | — | $152K | 2.3% | |
| American Funds American Funds New World R6 (i) | Mutual Funds | — | — | $147K | 2.2% | |
| Fidelity Extended Market Index (i) | Mutual Funds | — | — | $141K | 2.1% | |
| MFS Global Real Estate R6 (i) | Mutual Funds | — | — | $141K | 2.1% | |
| Virtus KAR Intl Small-Cap I (i) | Other securities | — | — | $133K | 2.0% | |
| Fidelity Capital & Inc (i) | Mutual Funds | — | — | $123K | 1.8% | |
| Vanguard Total Intl Bond Index Adm (i) | Mutual Funds | — | — | $102K | 1.5% | |
| various maturity dates through 2029. -0- | Other securities | — | — | $76K | 1.1% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $76K | 1.1% | |
| Reliance Trust Company Cash Reserve Account (i) | Cash / Money Market | — | — | $8K | 0.1% |
