JEFF Cox signed Rollout Systems LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rollout Systems LLC's EIN is 52-2356742.
Download the official 2024 Form 5500 (PDF) for Rollout Systems LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rollout Systems LLC'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 | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BD & CO | — | OWINGS MILLS, MD | CONSULTANT | $10K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 Fund Mutual Fund | Mutual Funds | — | — | $1.6M | 21.5% | |
| Fidelity Freedom 2025 Fund Mutual Fund | Mutual Funds | — | — | $1.0M | 13.8% | |
| Fidelity Freedom 2030 Fund Mutual Fund | Mutual Funds | — | — | $890K | 11.9% | |
| Fidelity Freedom 2035 Fund Mutual Fund | Mutual Funds | — | — | $803K | 10.7% | |
| Fidelity Freedom 2015 Fund Mutual Fund | Mutual Funds | — | — | $744K | 9.9% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $429K | 5.7% | |
| Fidelity Freedom 2050 Fund Mutual Fund | Mutual Funds | — | — | $357K | 4.8% | |
| Fidelity Freedom 2055 Fund Mutual Fund | Mutual Funds | — | — | $344K | 4.6% | |
| Fidelity Blue Chip Growth Fund Mutual Fund | Mutual Funds | — | — | $332K | 4.4% | |
| Fidelity Freedom 2060 Fund Mutual Fund | Mutual Funds | — | — | $129K | 1.7% | |
| Fidelity Freedom 2020 Fund Mutual Fund | Mutual Funds | — | — | $90K | 1.2% | |
| Allspring Special Mid Cap Value Fund Mutual Fund ** 5 Allspring Special Small Cap Value Fund Mutual Fund ** 5 American Funds American Mutual Fund Mutual Fund | Mutual Funds | — | — | $70K | 0.9% | |
| Fidelity Freedom 2065 Fund Mutual Fund | Mutual Funds | — | — | $40K | 0.5% | |
| Fidelity International Capital Appreciation Fund Mutual Fund ** 532 * Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $19K | 0.3% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $18K | 0.2% | |
| Goldman Sachs Inflation Protected Securities Fund Mutual Fund ** 124 Janus Henderson Triton Fund Mutual Fund | Mutual Funds | — | — | $16K | 0.2% | |
| JP Morgan Government Bond Fund Mutual Fund ** 38 MFS Mid Cap Growth Fund Mutual Fund ** 3 RBC Emerging Markets Equity Fund Mutual Fund ** 188 T. Rowe Price Divided Growth Fund Mutual Fund | U.S. Treasuries | — | — | $14K | 0.2% | |
| Fidelity Government Money Market Fund Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Total Bond Fund Mutual Fund ** 639 * Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| Fidelity Global Ex US Index Fund 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.
