Jamie Pearson signed RUBY Tuesday Operations LLC's 2023 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 2023 Form 5500 (PDF) for RUBY Tuesday Operations LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)RUBY Tuesday Operations LLC's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | WINSTON-SALEM, NC | NONE | $34K | — |
| BANK OF AMERICA | 94-1687665 | CHICAGO, IL | NONE | $27K | — |
| LBMC, PC | 63-1199757 | KNOXVILLE, TN | NONE | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Short-Term Corporate Bond | Mutual Funds | — | $1.2M | $1.2M | 30.6% | |
| Vanguard Scottsdale FDS Intermediate | Mutual Funds | — | $1.2M | $1.2M | 30.6% | |
| Vanguard Long-Term Corporate Bond | Mutual Funds | — | $583K | $566K | 15.0% | |
| Vanguard 500 Index Fund SHS ETF | Common Collective Trusts | — | $69K | $151K | 4.0% | |
| iShares Russell MidCap | Other securities | — | $67K | $114K | 3.0% | |
| Federated Hermes Govt Obligations FD CL Prem | Other securities | — | $76K | $76K | 2.0% | |
| Vanguard FTSE Developed Markets ETF | Mutual Funds | — | $55K | $67K | 1.8% | |
| iShares TR Russell 2000 | Common Collective Trusts | — | $40K | $61K | 1.6% | |
| Vanguard FTSE Emerging Markets ETF | Mutual Funds | — | $48K | $53K | 1.4% | |
| Hartford Schroders Emerg Mrkts Equity FD CL F | Other securities | — | $44K | $50K | 1.3% | |
| Conestoga Small Cap Fund Instl Class | Other securities | — | $33K | $47K | 1.2% | |
| Allspring Special Small Cap Value Fund CL Instl | Other securities | — | $38K | $46K | 1.2% | |
| Natixis Loomis Sayles Growth Fund CL Y | Other securities | — | $24K | $42K | 1.1% | |
| MFS Mid Cap Value Fund CL R6 | Mutual Funds | — | $27K | $42K | 1.1% | |
| Oakmark Select Fund CL Instl | Other securities | — | $26K | $39K | 1.0% | |
| iShares S&P 100 | Other securities | — | $17K | $37K | 1.0% | |
| Baird MidCap Fund Institutional CL | Other securities | — | $26K | $37K | 1.0% | |
| Harding Loevner Funds Intl Equity Pt FD Instl CL | Other securities | — | $17K | $20K | 0.5% | |
| Oakmark Intl FD CL R6 | Other securities | — | $21K | $19K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
