Elizabeth Carroll signed Runbuggy OMI, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Runbuggy OMI, Inc.'s EIN is 83-1732852.
Download the official 2024 Form 5500 (PDF) for Runbuggy OMI, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Runbuggy OMI, 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 |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | SERVICE PROVIDER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 6 Fidelity Adv Free 2035 Fnd K6 | Mutual Funds | — | — | $1.1M | 21.2% | |
| 8 Fidelity Adv Free 2045 Fnd K6 | Mutual Funds | — | — | $1.0M | 19.7% | |
| 7 Fidelity Adv Free 2040 Fnd K6 | Mutual Funds | — | — | $456K | 8.9% | |
| 3 Fidelity 500 Index Fund | Common Collective Trusts | — | — | $407K | 8.0% | |
| 9 Fidelity Adv Free 2050 Fnd K6 | Mutual Funds | — | — | $349K | 6.8% | |
| 13 Fidelity Blue Chip Growth Fd K | Mutual Funds | — | — | $294K | 5.8% | |
| 5 Fidelity Adv Free 2030 Fnd K6 | Mutual Funds | — | — | $214K | 4.2% | |
| 28 Voya* Voya Fixed Account | Guaranteed Income / GIC | — | — | $201K | 3.9% | |
| 10 Fidelity Adv Free 2055 Fnd K6 | Mutual Funds | — | — | $162K | 3.2% | |
| 24 Putnam Lrg Cp Val Fd - Cl R6 | Mutual Funds | — | — | $93K | 1.8% | |
| 4 Fidelity Adv Free 2025 Fnd K6 | Mutual Funds | — | — | $89K | 1.7% | |
| 11 Fidelity Adv Free 2060 Fnd K6 | Mutual Funds | — | — | $79K | 1.6% | |
| Participant Loans 9.00% - 9.50% Interest Rate | Bonds / Notes | — | — | $75K | 1.5% | |
| 14 Fidelity Ext Mkt Index Fund | Common Collective Trusts | — | — | $75K | 1.5% | |
| 25 Vanguard Vangrd Explorer Fund Adm | Mutual Funds | — | — | $65K | 1.3% | |
| 19 John Hancock John Hanck Dis Val Md Cp Fd R6 | Other securities | — | — | $61K | 1.2% | |
| 16 Fidelity Puritan K6 Fund | Mutual Funds | — | — | $58K | 1.1% | |
| s 1 American Funds Amer Fnds New Economy R6 | Mutual Funds | — | — | $57K | 1.1% | |
| 15 Fidelity Mid Cap Idx Fd | Common Collective Trusts | — | — | $47K | 0.9% | |
| 12 Fidelity Adv Free 2065 Fnd K6 | Mutual Funds | — | — | $39K | 0.8% | |
| 20 MFS International Grw Fund R6 | Mutual Funds | — | — | $36K | 0.7% | |
| 26 Vanguard Vangrd Utilities Ind Fnd Adm | Mutual Funds | — | — | $33K | 0.6% | |
| 21 Neuberg Berm Real Est Fnd R6 | Other securities | — | — | $30K | 0.6% | |
| 18 Janus Henderson Janus Hndr Overseas Fd N | Mutual Funds | — | — | $29K | 0.6% | |
| 22 Principle PGIM High Yield Fund R6 | Other securities | — | — | $26K | 0.5% | |
| 23 PIMCO Intl Bd Fd (US Dl-Hdg) I | Mutual Funds | — | — | $16K | 0.3% | |
| 17 Fidelity Sm Cp Ind Fd | Mutual Funds | — | — | $10K | 0.2% | |
| Money Market Fund 27 Voya* Voya Gov Money Mkt Fund | Cash / Money Market | — | — | $8K | 0.2% | |
| 2 American Funds Amer Fnds New World Fund R6 | Mutual Funds | — | — | $6K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.