Brent Clove signed Credit.COM Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Credit.COM Holdings, LLC's EIN is 93-3528063.
Download the official 2024 Form 5500 (PDF) for Credit.COM Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Credit.COM Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2050 Mutual fund N/A | Other securities | — | — | $4.4M | 15.7% | |
| Fidelity Spartan 500 Index Inv Mutual fund N/A | Common Collective Trusts | — | — | $3.5M | 12.3% | |
| T. Rowe Price Retirement 2055 Mutual fund N/A | Other securities | — | — | $3.4M | 11.8% | |
| T. Rowe Price Retirement 2045 Mutual fund N/A | Other securities | — | — | $3.1M | 10.8% | |
| T. Rowe Price Retirement 2035 Mutual fund N/A | Other securities | — | — | $1.9M | 6.8% | |
| T. Rowe Price Retirement 2040 Mutual fund N/A | Other securities | — | — | $1.9M | 6.7% | |
| T. Rowe Price Retirement 2025 Mutual fund N/A | Other securities | — | — | $1.4M | 5.1% | |
| T. Rowe Price Retirement 2060 Mutual fund N/A | Other securities | — | — | $1.4M | 5.1% | |
| AB Large Cap Growth Fund Class Z Mutual fund N/A | Other securities | — | — | $1.4M | 5.1% | |
| T. Rowe Price Retirement 2030 Mutual fund N/A | Other securities | — | — | $893K | 3.1% | |
| Oakmark Investor Mutual fund N/A | Other securities | — | — | $765K | 2.7% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $621K | 2.2% | |
| T. Rowe Price Stable Value A CC Trust N/A | Common Collective Trusts | — | — | $620K | 2.2% | |
| William Blair Small Cap Growth N Mutual fund N/A | Other securities | — | — | $548K | 1.9% | |
| Fidelity Mid Cap Index Mutual fund N/A | Mutual Funds | — | — | $417K | 1.5% | |
| Loomis Sayles Core Plus Bond Fund Cl Y Mutual fund N/A | Other securities | — | — | $338K | 1.2% | |
| PIMCO Real Return Fund Institutional Cl Mutual fund N/A 125 Artisan Mid Cap Investor Mutual fund N/A | Mutual Funds | — | — | $333K | 1.2% | |
| Cohen & Steers Realty Shares Mutual fund N/A | Other securities | — | — | $313K | 1.1% | |
| JH Discipline Value International Fund Mutual fund N/A | Other securities | — | — | $253K | 0.9% | |
| JPMorgan Mid Cap Value Instl Mutual fund N/A | Other securities | — | — | $249K | 0.9% | |
| Various maturity dates and interest rates of * Participant loans 4.25 to 9.50% $ 0 | Bonds / Notes | — | — | $163K | 0.6% | |
| Fidelity U.S. Bond Index Fund Mutual fund N/A | Common Collective Trusts | — | — | $160K | 0.6% | |
| Oppen Gold & Special Minerals Y Mutual fund N/A | Other securities | — | — | $122K | 0.4% | |
| William Blair International Growth N Mutual fund N/A | Other securities | — | — | $116K | 0.4% | |
| Fidelity Emerging Markets Index Mutual fund N/A | Mutual Funds | — | — | $112K | 0.4% | |
| T. Rowe Price Retirement 2065 Mutual fund N/A | Other securities | — | — | $108K | 0.4% | |
| T. Rowe Price Retirement 2020 Mutual fund N/A | Other securities | — | — | $77K | 0.3% | |
| Und Mgrss Behavioral Value Fund Class 6 Mutual fund N/A | Other securities | — | — | $75K | 0.3% | |
| Janus Henderson Triton N Mutual fund N/A | Mutual Funds | — | — | $56K | 0.2% | |
| Interest-bearing cash * Fidelity Government MMKT Cash account N/A | Mutual Funds | — | — | $30K | 0.1% | |
| Grandeur Peak Global Opportunities Inv Mutual fund N/A | Mutual Funds | — | — | $16K | <0.1% | |
| Fidelity Small Cap Index Mutual fund N/A | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity International Index Mutual fund N/A | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
