Jamei Pearson signed RUBY Tuesday Operations LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RUBY Tuesday Operations LLC's EIN is 86-1996189.
Download the official 2024 Form 5500 (PDF) for RUBY Tuesday Operations LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RUBY Tuesday Operations 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $118K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISORY | $35K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fd | Common Collective Trusts | — | — | $4.5M | 18.8% | |
| Vanguard Group Vanguard Inst Target Rtmt 2040 I Fd | Mutual Funds | — | — | $2.6M | 11.1% | |
| American Funds AM Fd Growth Fd of Am R6 Fd | Mutual Funds | — | — | $2.1M | 8.7% | |
| Vanguard Group Vanguard Inst Target Rtmt 2030 I Fd | Mutual Funds | — | — | $1.9M | 8.2% | |
| American Funds AM Fd Cap Wld Gth and In R6 Fd | Mutual Funds | — | — | $1.5M | 6.5% | |
| MELLON STABLE VALUE FUND THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $1.4M | 6.0% | |
| Vanguard Group Vanguard Inst Target Rtmt 2050 I Fd | Mutual Funds | — | — | $1.4M | 5.8% | |
| American Century Investments Am Century Sml Cap Val R6 Fd | Other securities | — | — | $1.2M | 5.0% | |
| PGIM Investments PGIM Total Ret Bond R6 Fd | U.S. Treasuries | — | — | $1.0M | 4.3% | |
| Victory Funds Victory Sycamore Est Val R6 Fd | Other securities | — | — | $916K | 3.9% | |
| Vanguard Group Vanguard Inst Target Rtmt 2035 I Fd | Mutual Funds | — | — | $701K | 3.0% | |
| Eagle Financial Services, Inc. Carillon Eagle MidCaGwth R6 Fd | Common Stocks | — | — | $550K | 2.3% | |
| MFS Investment Management MFS Value R6 | Mutual Funds | — | — | $535K | 2.3% | |
| T. Rowe Price Funds T. Rowe Price Overseas Stk I | Other securities | — | — | $504K | 2.1% | |
| Vanguard Group Vanguard Inst Target Rtmt Inc I Fd | Mutual Funds | — | — | $451K | 1.9% | |
| Vanguard Group Vanguard Inst Target Rtmt 2045 I Fd | Mutual Funds | — | — | $370K | 1.6% | |
| Vanguard Group Vanguard Inst Target Rtmt 2025 I Fd | Mutual Funds | — | — | $318K | 1.3% | |
| Vanguard Group Vanguard Inst Target Rtmt 2055 I Fd | Mutual Funds | — | — | $314K | 1.3% | |
| Legg Mason ClearBridge SmCp Gr IS Fd | Other securities | — | — | $281K | 1.2% | |
| Vanguard Group Vanguard Inst Target Rtmt 2020 I Fd | Mutual Funds | — | — | $248K | 1.0% | |
| through 2029 - | Other securities | — | — | $203K | 0.9% | |
| Fidelity Investments Fidelity Extended Mkt Idx Fd | Common Collective Trusts | — | — | $189K | 0.8% | |
| Fidelity Investments Advisor Focused Emerging Mkt Fd | Mutual Funds | — | — | $164K | 0.7% | |
| Vanguard Group Vanguard Inst Target Rtmt 2060 I Fd | Mutual Funds | — | — | $140K | 0.6% | |
| Fidelity Investments Fidelity US Bond Index Fd | Mutual Funds | — | — | $48K | 0.2% | |
| Fidelity Investments Fidelity Total Int Idx Fd | Common Collective Trusts | — | — | $46K | 0.2% | |
| Vanguard Group Vanguard Inst Target Rtmt 2065 I Fd | Mutual Funds | — | — | $34K | 0.1% | |
| Vanguard Group Vanguard Treasury Money Mkt Fd | Mutual Funds | — | — | $6K | <0.1% | |
| (E) | Other securities | — | $34K | $6K | <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 |
|---|---|---|---|---|---|
| LBMC | 62-1199757 | — | OTHER SERVICES | $16K | — |
