Neita Snowden signed Refurb Holdings LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Refurb Holdings LLC's EIN is 80-0861230.
Download the official 2024 Form 5500 (PDF) for Refurb Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Refurb Holdings LLC's plan includes automatic enrollment, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, profit-sharing.
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 | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | 59-1237041 | — | ADVISOR | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity 500 Index Fund N/R | Mutual Funds | — | — | $4.3M | 17.1% | |
| Fidelity Investments Fidelity Freedom 2030 Fund Class K6 N/R | Mutual Funds | — | — | $2.3M | 9.2% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $2.0M | 8.0% | |
| Fidelity Investments Fidelity Freedom 2040 Fund Class K6 N/R | Mutual Funds | — | — | $1.6M | 6.2% | |
| Fidelity Investments Fidelity Freedom 2025 Fund Class K6 N/R | Mutual Funds | — | — | $1.5M | 6.0% | |
| MFS Investments MFS Growth Fund Class R6 N/R | Mutual Funds | — | — | $1.3M | 5.3% | |
| Great Gray Trust Company, LLC Putnam Large Cap Value Fund Class R1 N/R | Mutual Funds | — | — | $1.3M | 5.0% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.3M | 5.0% | |
| Fidelity Investments Fidelity Freedom 2035 Fund Class K6 N/R | Mutual Funds | — | — | $1.2M | 4.7% | |
| Fidelity Investments Fidelity Freedom 2050 Fund Class K6 N/R | Mutual Funds | — | — | $1.2M | 4.6% | |
| American Funds American Funds EUPAC Growth Fund N/R | Mutual Funds | — | — | $1.0M | 4.1% | |
| Class R6 * Fidelity Investments Fidelity Freedom 2045 Fund Class K6 N/R | Mutual Funds | — | — | $982K | 3.9% | |
| TCW MetWest Total Return Bond Fund N/R | Other securities | — | — | $853K | 3.4% | |
| Plan Class * Fidelity Investments Fidelity Freedom 2055 Fund Class K6 N/R | Mutual Funds | — | — | $732K | 2.9% | |
| Carillon Eagle Mid Cap Growth Fund N/R | Other securities | — | — | $703K | 2.8% | |
| Class R6 * Fidelity Investments Fidelity Select Technology Portfolio Fund N/R | Mutual Funds | — | — | $691K | 2.8% | |
| Transamerica Mid Cap Value N/R | Other securities | — | — | $488K | 1.9% | |
| Opportunities Fund R6 * Fidelity Investments Fidelity Freedom 2020 Fund Class K6 N/R | Mutual Funds | — | — | $420K | 1.7% | |
| Touchstone Small Company Fund Class N/R | Common Stocks | — | — | $413K | 1.6% | |
| R6 JPMorgan Undiscovered Managers Behavioral N/R | Other securities | — | — | $402K | 1.6% | |
| Value Fund Class R6 Victory Sycamore Established Value N/R | Other securities | — | — | $362K | 1.4% | |
| Participant Loans Interest rates: 3.25% - 9.50% $0 | Bonds / Notes | — | — | $270K | 1.1% | |
| Fund Class R6 * Fidelity Investments Fidelity Extended Market Index Fund N/R | Common Collective Trusts | — | — | $235K | 0.9% | |
| Fidelity Investments Fidelity Freedom 2015 Fund Class K6 N/R | Mutual Funds | — | — | $227K | 0.9% | |
| PGIM Investments PGIM Short-Term Corporate Bond Fund N/R | Other securities | — | — | $220K | 0.9% | |
| Class R6 Invesco Developing Markets Fund Class N/R | Mutual Funds | — | — | $177K | 0.7% | |
| Money Market Fund * Fidelity Investments Fidelity Government Money Market N/R | Mutual Funds | — | — | $131K | 0.5% | |
| Fidelity Investments Fidelity Freedom 2065 Fund Class K6 N/R | Mutual Funds | — | — | $63K | 0.3% | |
| Fidelity Investments Fidelity Freedom 2060 Fund Class K6 N/R | Mutual Funds | — | — | $60K | 0.2% | |
| Fidelity Investments Fidelity Freedom Income Fund Class K6 N/R | Mutual Funds | — | — | $11K | <0.1% | |
| Fidelity Investments Fidelity Freedom 2010 Fund Class K6 N/R | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
