Rhett Keaton signed Springbrook Holding Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Springbrook Holding Company, LLC's EIN is 47-3479552.
Download the official 2024 Form 5500 (PDF) for Springbrook Holding Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Springbrook Holding Company, 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 | $33K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $2.1M | 14.8% | |
| FID FDM IDX 2035 IPR Mutual Fund | Common Collective Trusts | — | — | $2.0M | 13.8% | |
| FID FDM IDX 2030 IPR Mutual Fund | Common Collective Trusts | — | — | $1.6M | 10.9% | |
| FID FDM IDX 2040 IPR Mutual Fund | Common Collective Trusts | — | — | $1.4M | 9.5% | |
| FID FDM IDX 2045 IPR Mutual Fund | Common Collective Trusts | — | — | $1.1M | 7.6% | |
| FID FDM IDX 2055 IPR Mutual Fund | Common Collective Trusts | — | — | $971K | 6.8% | |
| FID FDM IDX 2050 IPR Mutual Fund | Common Collective Trusts | — | — | $884K | 6.2% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $707K | 5.0% | |
| FID FDM IDX 2025 IPR Mutual Fund | Common Collective Trusts | — | — | $684K | 4.8% | |
| AM CENTURY ULTRA R6 Mutual Fund | Other securities | — | — | $571K | 4.0% | |
| FID FDM IDX 2060 IPR Mutual Fund | Common Collective Trusts | — | — | $335K | 2.3% | |
| PUTN LG CAP VAL R6 Mutual Fund | Other securities | — | — | $308K | 2.2% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $193K | 1.4% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $187K | 1.3% | |
| FID FDM IDX 2020 IPR Mutual Fund | Common Collective Trusts | — | — | $183K | 1.3% | |
| PGIM J MID-CAP GR R6 Mutual Fund | Other securities | — | — | $178K | 1.3% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $155K | 1.1% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $142K | 1.0% | |
| FID FDM IDX 2065 IPR Mutual Fund | Common Collective Trusts | — | — | $129K | 0.9% | |
| VAN REAL EST IDX ADM Mutual Fund | Common Collective Trusts | — | — | $109K | 0.8% | |
| OUTSTANDING LOAN BALANCE Participant Loans*** | Participant loans | — | — | $107K | 0.7% | |
| AM CENT SM CAP GR R6 Mutual Fund | Other securities | — | — | $98K | 0.7% | |
| DODGE & COX INCOME I Mutual Fund | Mutual Funds | — | — | $92K | 0.6% | |
| AF NEW WORLD R6 Mutual Fund | Other securities | — | — | $57K | 0.4% | |
| FID FDM IDX INC IPR Mutual Fund | Common Collective Trusts | — | — | $57K | 0.4% | |
| MFS INTL GROWTH R6 Mutual Fund | Mutual Funds | — | — | $32K | 0.2% | |
| HARTFORD INTL VAL R6 Mutual Fund | Other securities | — | — | $18K | 0.1% | |
| FID FDM IDX 2010 IPR Mutual Fund | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
