Micheal Reese signed Aaron's, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aaron's, LLC's EIN is 58-0687630.
Download the official 2024 Form 5500 (PDF) for Aaron's, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aaron's, 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 |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $274K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $44K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 INDEX F | Common Collective Trusts | — | — | $22.4M | 12.0% | |
| American Funds AMERICAN CENTURY ULTRA FD CL R6 | Mutual Funds | — | — | $16.1M | 8.6% | |
| JPMorgan EQUITY INCOMER6 | Other securities | — | — | $12.5M | 6.7% | |
| Vanguard SMALL-CAP INDEX INSTL | Mutual Funds | — | — | $11.4M | 6.1% | |
| Vanguard TARGET RETIREMENT 2040 FD I | Mutual Funds | — | — | $11.4M | 6.1% | |
| Vanguard TARGET RETIREMENT 2030 FD I | Mutual Funds | — | — | $11.0M | 5.9% | |
| Vanguard DEVELOPED MKTS INDEX ADM | Mutual Funds | — | — | $9.1M | 4.9% | |
| Vanguard TOTAL BOND MKT INDEX ADM | Mutual Funds | — | — | $8.3M | 4.5% | |
| Vanguard TARGET RETIREMENT 2035 FD I | Mutual Funds | — | — | $8.0M | 4.3% | |
| Schwab Bank Saving MONEY MARKET DEPOSIT ACCOUNT | Mutual Funds | — | — | $7.7M | 4.1% | |
| MassMutual SLCT MID CAP GRWTH FD I | Other securities | — | — | $7.4M | 4.0% | |
| Vanguard TARGET RETIREMENT 2050 FD I | Mutual Funds | — | — | $6.9M | 3.7% | |
| Notes receivable Notes receivable with variable maturities and interest rates * Participants ranging from 4.25% - 9.50% on all outstanding notes. - | Bonds / Notes | — | — | $6.5M | 3.5% | |
| Vanguard TARGET RETIREMENT 2045 FD I | Mutual Funds | — | — | $6.1M | 3.3% | |
| Registered investment companies Allspring Emerging ALLSPRING SPECIAL MID CAP VAL FD R6 | Other securities | — | — | $6.0M | 3.2% | |
| Vanguard TARGET RETIREMENT 2025 FD I | Mutual Funds | — | — | $5.9M | 3.2% | |
| Vanguard TARGET RETIREMENT INCM INV | Mutual Funds | — | — | $5.7M | 3.1% | |
| Vanguard MID CAP INDEX FUND ADMIRAL | Common Collective Trusts | — | — | $5.5M | 2.9% | |
| Vanguard TARGET RETIREMENT 2055 INV | Mutual Funds | — | — | $3.2M | 1.7% | |
| Fidelity SMALL CAP GROWTH FUND | Mutual Funds | — | — | $2.4M | 1.3% | |
| JPMorgan EMRG MKTS EQTY CL R6 | Other securities | — | — | $2.4M | 1.3% | |
| Vanguard TARGET RETIREMENT 2060 INV | Mutual Funds | — | — | $2.2M | 1.2% | |
| Federated Hermes FEDERATED INSTL HIGH YIELD BND INSTL | Other securities | — | — | $1.8M | 1.0% | |
| Vanguard TARGET RETIREMENT 2020 FD I | Mutual Funds | — | — | $1.4M | 0.8% | |
| Vanguard INTL GROWTH ADMIRAL CLASS | Mutual Funds | — | — | $1.4M | 0.7% | |
| PIMCO INTL BOND US DOLLAR HEDGE INST | Mutual Funds | — | — | $1.3M | 0.7% | |
| Tweedy, Browne TWEEDY BROWNE INTL VALUE FUND | Other securities | — | — | $1.2M | 0.6% | |
| American Funds AMERICAN BEACON SMALL CAP VALUE R5 | Mutual Funds | — | — | $1.0M | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
