Danielle McCoy signed RAFT, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RAFT, LLC's EIN is 46-2689810.
Download the official 2024 Form 5500 (PDF) for RAFT, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RAFT, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $9K | — |
| GUIDELINE, INC | 47-4474775 | — | RECORDKEEPER | $8K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $4.5M | 35.3% | |
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $2.9M | 23.1% | |
| FLEXPATH MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $1.4M | 10.9% | |
| Fidelity 500 Index Fund Interest in registered investment companies xx | Common Collective Trusts | — | — | $1.4M | 10.8% | |
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $575K | 4.5% | |
| Fidelity Blue Chip Growth K6 Fund Interest in registered investment companies xx | Mutual Funds | — | — | $412K | 3.2% | |
| Gabelli U.S. Treasury Money Market Fund Interest bearing cash xx | Cash / Money Market | — | — | $240K | 1.9% | |
| maturing through November 2029 - | Other securities | — | — | $222K | 1.7% | |
| flexPATH Index Moderate Retirement Fund Class R1 Interest in common/collective trust xx | Common Collective Trusts | — | — | $105K | 0.8% | |
| FLEXPATH MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $105K | 0.8% | |
| FLEXPATH CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $93K | 0.7% | |
| Fidelity Small Cap Index Fund Interest in registered investment companies xx | Common Collective Trusts | — | — | $88K | 0.7% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $86K | 0.7% | |
| FLEXPATH AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $86K | 0.7% | |
| Fidelity Small Cap Growth K6 Fund Interest in registered investment companies xx | Mutual Funds | — | — | $80K | 0.6% | |
| FLEXPATH AGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $69K | 0.5% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $65K | 0.5% | |
| Fidelity U.S. Sustainability Index Fund Interest in registered investment companies xx | Common Collective Trusts | — | — | $59K | 0.5% | |
| Fidelity U.S. Bond Index Fund Interest in registered investment companies xx | Common Collective Trusts | — | — | $58K | 0.5% | |
| Fidelity International Index Fund Interest in registered investment companies xx | Common Collective Trusts | — | — | $56K | 0.4% | |
| Fidelity Mid Cap Index Fund Interest in registered investment companies xx | Common Collective Trusts | — | — | $55K | 0.4% | |
| C&S US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $44K | 0.3% | |
| FLEXPATH AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $40K | 0.3% | |
| SMALL CAP VAL III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $30K | 0.2% | |
| MID CAP GROWTH II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $17K | 0.1% | |
| EMERGING MKTS II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $11K | <0.1% | |
| Fidelity Inflation-Prot Bd Index Fund Interest in registered investment companies xx | Common Collective Trusts | — | — | $9K | <0.1% | |
| Fidelity Total Bond K6 Fund Interest in registered investment companies xx | Mutual Funds | — | — | $7K | <0.1% | |
| FLEXPATH AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $5K | <0.1% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $5K | <0.1% | |
| Conversion Account Interest bearing cash xx | Cash / Money Market | — | — | $2K | <0.1% | |
| FLEXPATH CON 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271380 / PN 761 | Common Collective Trust | — | — | $2K | <0.1% | |
| flexPATH Index+ Aggressive Retirement Fund Class R1 Interest in common/collective trust xx | Common Collective Trusts | — | — | $2K | <0.1% | |
| FLEXPATH AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
