Anthony M. Ward ESQ. signed Five Rings LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Five Rings LLC's EIN is 80-0325678.
Download the official 2024 Form 5500 (PDF) for Five Rings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Five Rings 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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3527574 | WAKEFIELD, MA | ADVISOR | $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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 87,438 # | Common Collective Trusts | — | — | $17.9M | 52.5% | |
| Vanguard Target Retirement 2065 Fund 110,786 # | Mutual Funds | — | — | $3.7M | 10.9% | |
| Fidelity Mid Cap Index Fund 51,284 # | Common Collective Trusts | — | — | $1.7M | 5.1% | |
| Fidelity International Index Fund 27,402 # | Common Collective Trusts | — | — | $1.3M | 3.8% | |
| Vanguard Target Retirement 2020 Fund 47,993 # | Mutual Funds | — | — | $1.3M | 3.7% | |
| American Funds New world Fund Class R-6 14,711 # | Mutual Funds | — | — | $1.1M | 3.3% | |
| Vanguard Mid Cap Growth Index Fund Admiral Shares 10,116 # | Common Collective Trusts | — | — | $1.1M | 3.2% | |
| Vanguard Target Retirement 2060 Fund 17,394 # | Mutual Funds | — | — | $891K | 2.6% | |
| Vanguard Target Retirement 2035 Fund 37,083 # | Mutual Funds | — | — | $889K | 2.6% | |
| Fidelity Small Cap Index Fund 28,086 # | Common Collective Trusts | — | — | $777K | 2.3% | |
| Vanguard Target Retirement 2050 Fund 6,853 # | Mutual Funds | — | — | $342K | 1.0% | |
| Fidelity US Bond Index Fund 29,179 # | Common Collective Trusts | — | — | $298K | 0.9% | |
| Principal Blue Chip Fund Class R-6 6,070 # | Other securities | — | — | $280K | 0.8% | |
| Vanguard Target Retirement 2055 Fund 4,466 # | Mutual Funds | — | — | $248K | 0.7% | |
| Vanguard Equity-Income Fund Admiral Shares 2,654 # | Mutual Funds | — | — | $234K | 0.7% | |
| Black Rock Strategic Income Opportunities Portfolio Class K 24,071 # | Other securities | — | — | $228K | 0.7% | |
| Vanguard Target Retirement 2045 Fund 7,136 # | Mutual Funds | — | — | $212K | 0.6% | |
| Fidelity Advisor Total Bond Fund - Class Z 21,768 # | Mutual Funds | — | — | $204K | 0.6% | |
| METLIFE GAC SERIES 25053 0 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $185K | 0.5% | |
| Vanguard Target Retirement Income Fund 13,775 # | Mutual Funds | — | — | $180K | 0.5% | |
| Vanguard Target Retirement 2070 Fund 5,459 # | Mutual Funds | — | — | $146K | 0.4% | |
| Putnam Small Cap Growth Fund Class R6 1,354 # | Mutual Funds | — | — | $107K | 0.3% | |
| Parnassus Core Equity Fund - Institutional Shares 906 # | Other securities | — | — | $54K | 0.2% | |
| MFS International Diversification Fund Class R6 982 # | Mutual Funds | — | — | $22K | <0.1% | |
| Vanguard Target Retirement 2030 Fund 437 # | Mutual Funds | — | — | $17K | <0.1% | |
| Allspring Special Small Cap Value Fund - Class R6 389 # | Other securities | — | — | $16K | <0.1% | |
| Vanguard Target Retirement 2025 Fund 454 # | Mutual Funds | — | — | $8K | <0.1% | |
| Vanguard Target Retirement 2040 Fund 194 # | Mutual Funds | — | — | $8K | <0.1% | |
| MFS Mid Cap Value Fund Class R6 155 # | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
