TONI Rogers signed Joe Gibbs Racing, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Joe Gibbs Racing, LLC's EIN is 92-3748332.
Download the official 2024 Form 5500 (PDF) for Joe Gibbs Racing, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Joe Gibbs Racing, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, 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 | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL, LLC | 83-1143379 | — | INVESTMENT ADVISORY | $73K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Participant Loans | Participant loans | — | $0 | $12.0M | 14.8% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $12.0M | 14.8% | |
| Prin LifeTime Hybr 2025 CIT Z | Common Collective Trusts | — | $0 | $9.8M | 12.1% | |
| Prin LifeTime Hybr Inc CIT Z | Common Collective Trusts | — | $0 | $9.4M | 11.7% | |
| Vanguard Equity-Inc Adm Fund | Mutual Funds | — | $0 | $6.9M | 8.5% | |
| Prin LifeTime Hybr 2015 CIT Z | Common Collective Trusts | — | $0 | $6.8M | 8.4% | |
| Self-Directed Brokerage Acct | Self-Directed Brokerage | — | $0 | $4.5M | 5.5% | |
| JP Morgan Large Cap Gr R6 Fd | Other securities | — | $0 | $4.3M | 5.4% | |
| Prin LifeTime Hyb 2070 CIT Z | Common Collective Trusts | — | $0 | $4.3M | 5.3% | |
| Vanguard Explorer Admiral Fund | Mutual Funds | — | $0 | $3.7M | 4.6% | |
| PIMCO Income Institutional Fd | Mutual Funds | — | $0 | $3.1M | 3.9% | |
| Prin LifeTime Hybr 2020 CIT Z | Common Collective Trusts | — | $0 | $2.9M | 3.5% | |
| Metro West Ttl Rtn Bd I Fund | Other securities | — | $0 | $2.4M | 3.0% | |
| MFS Intl Diversification R3 Fd | Mutual Funds | — | $0 | $2.0M | 2.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.3M | 1.6% | |
| Principal Stable Value Z Fund | Stable Value | — | $0 | $1.3M | 1.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $997K | 1.2% | |
| Prin LifeTime Hybr 2065 CIT Z | Common Collective Trusts | — | $0 | $949K | 1.2% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $849K | 1.1% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $724K | 0.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $688K | 0.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $640K | 0.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $571K | 0.7% | |
| DFA US Targeted Value I Fund | Mutual Funds | — | $0 | $452K | 0.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $428K | 0.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $368K | 0.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $368K | 0.5% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $284K | 0.4% | |
| Fidelity Total Int Idx Fund | Common Collective Trusts | — | $0 | $284K | 0.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $195K | 0.2% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | $0 | $169K | 0.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $169K | 0.2% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $107K | 0.1% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | $0 | $107K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $49K | <0.1% | |
| DFA Global Real Estate Sc I Fd | Mutual Funds | — | $0 | $49K | <0.1% |
