Samantha Boyd signed Five Below, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Five Below, Inc.'s EIN is 75-3000378.
Download the official 2024 Form 5500 (PDF) for Five Below, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Five Below, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $240K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT, INC. | — | ALISO VIEJO, CA | INVESTMENT ADVISORY | $50K | — |
| NFP RETIREMENT INC |
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.
| 33-0905143 |
| — |
| INVESTMENT ADVISORY |
| $37K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| RETIREPILOT MOD 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304108 / PN 001 | Common Collective Trust | — | — | $19.4M | 22.1% | |
| RETIREPILOT MOD 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304107 / PN 001 | Common Collective Trust | — | — | $17.8M | 20.3% | |
| RETIREPILOT MOD 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304109 / PN 001 | Common Collective Trust | — | — | $12.5M | 14.2% | |
| flexPATH Strategies flexPATH Strategies Retire Pilot Retirement Fund R1 | Other securities | — | — | $7.7M | 8.8% | |
| RETIREPILOT MOD RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304105 / PN 001 | Common Collective Trust | — | — | $7.7M | 8.8% | |
| Fidelity Management & Research Fidelity 500 Index Fund | Common Collective Trusts | — | — | $5.2M | 5.9% | |
| STABLE VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $4.7M | 5.4% | |
| JP Morgan Investment Management Inc. JP Morgan Large Cap Growth R6 Fund | Common Stocks | — | — | $3.8M | 4.4% | |
| Participants Range of interest rates range from 4.25% to 9.50% | Bonds / Notes | — | — | $1.9M | 2.2% | |
| INTERNATIONAL EQUITY I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $1.7M | 1.9% | |
| LARGE CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.6M | 1.9% | |
| Victory Capital Management Victory Sycamore Established Value I Fund | Other securities | — | — | $1.3M | 1.5% | |
| MID CAP GROWTH I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $1.1M | 1.3% | |
| RETIREPILOT MOD 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304110 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.2% | |
| BlackRock Advisors, LLC BlackRock Return Bond Class 6 Fund | Other securities | — | — | $958K | 1.1% | |
| BLACKROCK TOTAL RET BD CL 6 FD GREAT GRAY TRUST COMPANY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $958K | 1.1% | |
| Vanguard Group Vanguard Growth Index American Funds | Mutual Funds | — | — | $922K | 1.1% | |
| Vanguard Group Vanguard Mid Cap Index Admiral Fund | Mutual Funds | — | — | $833K | 0.9% | |
| Vanguard Group Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $630K | 0.7% | |
| BlackRock Advisors, LLC BlackRock High Yield Bond Institutional Fund | Other securities | — | — | $594K | 0.7% | |
| Vanguard Group Vanguard Value Index Fund | Common Collective Trusts | — | — | $534K | 0.6% | |
| SMALL CAP GROWTH FUND II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $516K | 0.6% | |
| SMALL CAP VALUE III CL I1 FD GREAT GRAY TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $495K | 0.6% | |
| Vanguard Group Vanguard Mid Cap Value Index Admiral Fund | Mutual Funds | — | — | $416K | 0.5% | |
| Fidelity Management & Research Fidelity International Index Fund | Common Collective Trusts | — | — | $384K | 0.4% | |
| GQC Partners GQG Partners EMG Markets Equity Institutional | Other securities | — | — | $358K | 0.4% | |
| Vanguard Group Vanguard Mid Cap Growth Index Admiral Fund | Mutual Funds | — | — | $315K | 0.4% | |
| Fidelity Management & Research Fidelity US Bond Index | Mutual Funds | — | — | $308K | 0.4% | |
| Vanguard Group Vanguard Small Cap Growth Index Admiral Fund | Mutual Funds | — | — | $246K | 0.3% | |
| COHEN & STEERS US REALTY RS FD SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $104K | 0.1% | |
| (E) | Other securities | — | — | $91K | 0.1% | |
| Vanguard Group Vanguard Small Cap Value Index Admiral Fund | Mutual Funds | — | — | $91K | 0.1% | |
| RETIREPILOT AGG 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304113 / PN 001 | Common Collective Trust | — | — | $63K | <0.1% | |
| PIMCO International Bond Fund U.S. Dollar | Mutual Funds | — | — | $43K | <0.1% | |
| RETIREPILOT AGG 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304115 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| RETIREPILOT AGG 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304114 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| RETIREPILOT AGG 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304116 / PN 001 | Common Collective Trust | — | — | $637 | <0.1% | |
| RETIREPILOT MOD 2025 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304106 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| NEW YORK LIFE ANCHOR ACCT I NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $0 | <0.1% |
