Walter Smith signed Tampa Bay RAYS Baseball Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tampa Bay RAYS Baseball Ltd.'s EIN is 59-3300424.
Download the official 2024 Form 5500 (PDF) for Tampa Bay RAYS Baseball Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tampa Bay RAYS Baseball Ltd.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $46K | — |
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 International Index Fund Mutual Fund | Common Collective Trusts | — | — | $7.6M | 12.5% | |
| American Funds EuroPacific Growth R6 Mutual Fund | Mutual Funds | — | — | $7.5M | 12.4% | |
| Fidelity Total Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $7.4M | 12.2% | |
| LARGE CAP GROWTH / MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | — | — | $6.8M | 11.1% | |
| American Funds American Mutual Fund R6 Mutual Fund | Mutual Funds | — | — | $5.7M | 9.4% | |
| Guaranteed Income Fund Group Annuity Contract | Common Stocks | — | — | $4.3M | 7.0% | |
| CORE PLUS BOND / PGIM FUND ER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $4.1M | 6.8% | |
| Principal Real Estate Securities Fund Mutual Fund | Other securities | — | — | $4.1M | 6.7% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $3.6M | 6.0% | |
| JPMorgan U.S. Equity R6 Mutual Fund | Other securities | — | — | $3.5M | 5.8% | |
| T. Rowe Price Small-Cap Stock Adv Mutual Fund | Other securities | — | — | $2.2M | 3.6% | |
| American Century Mid Cap Value Fund Mutual Fund | Other securities | — | — | $1.3M | 2.1% | |
| MID CAP GROWTH I FUND (MANAGED BY I EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 409 | Pooled Separate Account | — | — | $1.2M | 1.9% | |
| SCV Victory Fund Pooled Separate Accounts | Pooled Separate Accounts | — | — | $1.0M | 1.7% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $1.0M | 1.7% | |
| Participant Loans 4.25% - 9.5% | Bonds / Notes | — | — | $472K | 0.8% |
