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Original filing (PDF)20251014203818NAL0001806931001
RB GLOBAL HOLDINGS, INC.
Form 5500
FILING_RECEIVED
RB GLOBAL RETIREMENT PLAN
401(k) retirement plan
Active participants
5,465
Accounts w/ balance
4,339
Plan assets (EOY)
$324.5M
Net assets (EOY)
$324.5M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RB GLOBAL HOLDINGS, INC..
Plan sponsor
Name
RB GLOBAL HOLDINGS, INC.
EIN
91-1372731
Address
TWO WESTBROOK CORPORATE CENTER · 10TH FLOOR · WESTCHESTER, IL · 60154
Phone
(708) 492-7526
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $92K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $116K | — |
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT ADVISOR | $45K | — |
Investments
33 direct securities · 1 pooled fund· $330.3M(100% of reported assets)
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.
Uncategorized
$323.2M
33 holdings
Pooled Separate Account
$7.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | — | — | — | $44.9M | 13.8% | |
| JPMorgan Large Cap Growth Fund R6 Mutual fund | — | — | — | $36.6M | 11.3% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | — | — | — | $25.9M | 8.0% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | — | — | — | $25.6M | 7.9% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | — | — | — | $20.8M | 6.4% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $19.8M | 6.1% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | — | — | — | $19.7M | 6.1% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | — | — | — | $15.4M | 4.7% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $15.0M | 4.6% | |
| JPMorgan Mid Cap Growth Fund R6 Mutual fund | — | — | — | $10.4M | 3.2% | |
| JPMorgan Mid Cap Value Fund L Mutual fund | — | — | — | $8.0M | 2.5% | |
| Notes receivable from participants maturity dates through September 2036 | — | — | — | $7.9M | 2.4% | |
| New York Life Anchor Account Pooled separate account | — | — | — | $7.1M | 2.2% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $7.1M | 2.2% | |
| JPMorgan Equity Income Fund R6 Mutual fund | — | — | — | $6.2M | 1.9% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | — | — | — | $6.1M | 1.9% | |
| MetWest Total Return Bond Fund I Mutual fund | — | — | — | $6.1M | 1.9% | |
| Vanguard Balanced Index Fund Admiral Shares Mutual fund | — | — | — | $5.9M | 1.8% | |
| Fidelity International Growth Fund Mutual fund | — | — | — | $5.3M | 1.6% | |
| Fidelity Extended Market Index Fund Mutual fund | — | — | — | $4.4M | 1.3% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | — | — | — | $3.9M | 1.2% | |
| Invesco Global Fund R6 Mutual fund | — | — | — | $3.6M | 1.1% | |
| Fidelity U.S. Bond Index Fund Mutual fund | — | — | — | $3.5M | 1.1% | |
| MFS International Diversification Fund R6 Mutual fund | — | — | — | $3.2M | 1.0% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $3.0M | 0.9% | |
| AB Small Cap Growth Fund I Mutual fund | — | — | — | $2.9M | 0.9% | |
| Vanguard Target Retirement Income Fund Mutual fund | — | — | — | $2.5M | 0.8% | |
| Invesco Developing Markets Fund Y Mutual fund | — | — | — | $2.2M | 0.7% | |
| Fidelity International Index Fund Mutual fund | — | — | — | $2.0M | 0.6% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | — | — | — | $1.9M | 0.6% | |
| PIMCO Real Return Fund Institutional Mutual fund | — | — | — | $1.4M | 0.4% | |
| Voya Blended Stable Value*** Contract with insurance company | — | — | — | $1.4M | 0.4% | |
| AB Small Cap Value Fund R5 Mutual fund | — | — | — | $466K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual fund | — | — | — | $194K | <0.1% |