Kathi Doucet signed Rugby Holdings LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rugby Holdings LLC's EIN is 81-2554323.
Download the official 2024 Form 5500 (PDF) for Rugby Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rugby Holdings LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $76K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DS INVESTMENT ADVISORS | 87-4233743 | — | ADVISOR | $75K | — |
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 FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $6.1M | 18.6% | |
| Fidelity FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $3.7M | 11.3% | |
| Fidelity FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $3.3M | 10.1% | |
| Fidelity FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $2.9M | 8.8% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $2.3M | 7.0% | |
| Fidelity FID GOVT MMKT | Mutual Funds | — | — | $1.8M | 5.4% | |
| Fidelity FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $1.8M | 5.4% | |
| Fidelity FID FDM IDX 2020 IPR | Common Collective Trusts | — | — | $1.4M | 4.4% | |
| Dimensional Fund Advisors COL S TECH & INFO I3 | Mutual Funds | — | — | $1.3M | 4.0% | |
| Fidelity FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $1.1M | 3.4% | |
| Fidelity FID LG CAP GR IDX | Common Collective Trusts | — | — | $1.1M | 3.4% | |
| Fidelity FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $786K | 2.4% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $651K | 2.0% | |
| Fidelity FID FDM IDX 2065 IPR | Common Collective Trusts | — | — | $625K | 1.9% | |
| Fidelity FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $618K | 1.9% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $576K | 1.7% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $558K | 1.7% | |
| T.Rowe Price TRP HEALTH SCI I | Other securities | — | — | $464K | 1.4% | |
| Fidelity FID SMALL CAP GR K6 840 * Fidelity FID ST TR BD IDX | Common Collective Trusts | — | — | $363K | 1.1% | |
| Dimensional Fund Advisors DFA GLBL EQUITY INST | Mutual Funds | — | — | $217K | 0.7% | |
| American Funds AF BALANCED R6 | Mutual Funds | — | — | $184K | 0.6% | |
| Fidelity FID FDM IDX 2015 IPR | Common Collective Trusts | — | — | $180K | 0.5% | |
| Dimensional Fund Advisors DFA REAL EST SEC I | Mutual Funds | — | — | $163K | 0.5% | |
| JPMorgan INCOME R6 | Other securities | — | — | $137K | 0.4% | |
| American Funds AF AMCAP R6 | Mutual Funds | — | — | $131K | 0.4% | |
| Dimensional Fund Advisors DFA INTL CORE EQ I | Mutual Funds | — | — | $114K | 0.3% | |
| Fidelity FID FDM IDX INC IPR | Common Collective Trusts | — | — | $73K | 0.2% | |
| BlackRock BLKRK HI YLD INST | Other securities | — | — | $63K | 0.2% | |
| Fidelity FID EMRG MKTS IDX | Common Collective Trusts | — | — | $33K | 0.1% | |
| Dimensional Fund Advisors DFA 5YR GLB FX INC I | Mutual Funds | — | — | $26K | <0.1% | |
| Fidelity FID FDM IDX 2010 IPR | Common Collective Trusts | — | — | $22K | <0.1% | |
| JPMorgan FKLN GLD&PRC MTL R6 | Other securities | — | — | $8K | <0.1% | |
| Dimensional Fund Advisors DFA US LG CAP VAL | Mutual Funds | — | — | $7K | <0.1% | |
| Dimensional Fund Advisors DFA US SM CAP VALUE | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity FID FDM IDX 2070 IPR | Common Collective Trusts | — | — | $2K | <0.1% | |
| Fidelity FID MID CAP GR IDX | Common Collective Trusts | — | — | $2K | <0.1% | |
| Fidelity FID MID CAP VAL IDX | Common Collective Trusts | — | — | $1K | <0.1% | |
| INTERNATIONAL EQ R1 GREAT GRAY TRUST COMPANY LLC · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT/AUDITOR | $13K | — |
