C Matthews signed Rock Capital Holdings LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rock Capital Holdings LLC's EIN is 83-2715107.
Download the official 2024 Form 5500 (PDF) for Rock Capital Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rock Capital Holdings LLC's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $33K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 Freedom Index 2050 N/R | Mutual Funds | — | — | $2.9M | 17.3% | |
| Fidelity Investments Fidelity Freedom Index 2045 N/R | Mutual Funds | — | — | $2.2M | 12.7% | |
| Fidelity Investments Fidelity Freedom Index 2055 N/R | Mutual Funds | — | — | $2.1M | 12.7% | |
| Fidelity Investments Fidelity Freedom Index 2035 N/R | Mutual Funds | — | — | $1.3M | 7.8% | |
| Alliance Bernstein AB Large Cap Growth Z N/R | Other securities | — | — | $1.2M | 7.3% | |
| Fidelity Investments Fidelity Freedom Index 2030 N/R | Mutual Funds | — | — | $1.2M | 7.1% | |
| Fidelity Investments Fidelity Freedom Index 2040 N/R | Mutual Funds | — | — | $1.1M | 6.8% | |
| Fidelity Investments Fidelity Freedom Index 2060 N/R | Mutual Funds | — | — | $1.1M | 6.7% | |
| Fidelity Investments Fidelity Total Market Index Fund N/R | Common Collective Trusts | — | — | $986K | 5.8% | |
| Shares * Fidelity Investments Fidelity Freedom Index 2065 IPR N/R | Mutual Funds | — | — | $405K | 2.4% | |
| The Vanguard Group Vanguard Mid-Cap Growth Index Admiral N/R | Mutual Funds | — | — | $245K | 1.4% | |
| Company Participant Loans Interest rates: 5.25% - 10.50% $0 | Bonds / Notes | — | — | $208K | 1.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $185K | 1.1% | |
| The Vanguard Group Vanguard Mid-Cap Value Index Admiral N/R | Mutual Funds | — | — | $175K | 1.0% | |
| Fidelity Investments Fidelity Total International Index N/R | Mutual Funds | — | — | $173K | 1.0% | |
| Massachusetts Financial MFS International Diversification R6 N/R | Mutual Funds | — | — | $165K | 1.0% | |
| Shares * Fidelity Investments Fidelity Total Bond K6 N/R | Mutual Funds | — | — | $162K | 1.0% | |
| Shares * Fidelity Investments Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $148K | 0.9% | |
| American Funds American Funds New World Fund R6 N/R | Mutual Funds | — | — | $142K | 0.8% | |
| Services Co. The Vanguard Group Vanguard Small-Cap Growth Index Admiral N/R | Mutual Funds | — | — | $117K | 0.7% | |
| Shares * Fidelity Investments Fidelity Small Cap Index N/R | Mutual Funds | — | — | $111K | 0.7% | |
| Fidelity Investments Fidelity Freedom Index 2020 N/R | Mutual Funds | — | — | $75K | 0.4% | |
| Massachusetts Financial MFS Value Fund Class R6 N/R | Mutual Funds | — | — | $73K | 0.4% | |
| Services Co. The Vanguard Group Vanguard Small-Cap Value Index Admiral N/R | Mutual Funds | — | — | $58K | 0.3% | |
| Fidelity Investments Fidelity Freedom Index 2025 N/R | Mutual Funds | — | — | $37K | 0.2% | |
| Fidelity Investments Fidelity Real Estate Index N/R | Mutual Funds | — | — | $30K | 0.2% | |
| Fidelity Investments Fidelity Inflation Protected Bond Index N/R | Mutual Funds | — | — | $30K | 0.2% | |
| Fidelity Investments Fidelity Freedom Index 2015 N/R | Mutual Funds | — | — | $15K | <0.1% | |
| Pimco International Bond US H I N/R | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $9K |
| — |
