Robyn Scott signed Tender Corp.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tender Corp.'s EIN is 02-0308440.
Download the official 2023 Form 5500 (PDF) for Tender Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Tender Corp.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $919 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $1.4M | 18.1% | |
| Harbor Capital Appreciation Admin Fund " | Other securities | — | — | $887K | 11.4% | |
| T. Rowe Price Retirement 2035 Fund " | Other securities | — | — | $809K | 10.4% | |
| T. Rowe Price Retirement 2055 Fund " | Other securities | — | — | $569K | 7.3% | |
| T. Rowe Price Retirement 2040 Fund " | Other securities | — | — | $551K | 7.1% | |
| T. Rowe Price Retirement 2025 Fund " | Other securities | — | — | $548K | 7.0% | |
| T. Rowe Price Retirement 2045 Fund " | Other securities | — | — | $532K | 6.8% | |
| PIMCO Diversified Inc A Fund " | Mutual Funds | — | — | $335K | 4.3% | |
| T. Rowe Price Retirement 2050 Fund " | Other securities | — | — | $280K | 3.6% | |
| T. Rowe Price Retirement 2030 Fund " | Other securities | — | — | $264K | 3.4% | |
| MFS International Intrinsic Value R3 Fund " | Mutual Funds | — | — | $253K | 3.2% | |
| BlackRock High Equity Income Investor A Fund " | Other securities | — | — | $204K | 2.6% | |
| Fidelity Extended Market Index Fund " | Common Collective Trusts | — | — | $188K | 2.4% | |
| Columbia Small Cap Growth Adv Fund " | Other securities | — | — | $188K | 2.4% | |
| Fidelity Global ex U.S. Index Fund " | Common Collective Trusts | — | — | $146K | 1.9% | |
| Federated Hermes MDT Mid Cap Growth R6 Fund " ** 658 T. Rowe Price Retirement 2060 Fund " | Other securities | — | — | $132K | 1.7% | |
| BlackRock High Yield Inv A Fund " | Other securities | — | — | $84K | 1.1% | |
| T. Rowe Price Retirement 2020 Fund " | Other securities | — | — | $80K | 1.0% | |
| T. Rowe Price Retirement 2015 Fund " | Other securities | — | — | $66K | 0.8% | |
| Fidelity Short-Term Treasury Bond Index Fund " | U.S. Treasuries | — | — | $35K | 0.4% | |
| JHancock Disciplined Value R2 Fund " | Other securities | — | — | $33K | 0.4% | |
| BlackRock 40/60 Target Allocation Institutional Fund " | Other securities | — | — | $28K | 0.4% | |
| Loomis Sayles Core Plus Bond A Fund " | Other securities | — | — | $23K | 0.3% | |
| PIMCO StocksPLUS Intl (USD-Hedged) A Fund Mutual fund | Mutual Funds | — | — | $13K | 0.2% | |
| MFS New Discovery Value R3 Fund " | Mutual Funds | — | — | $13K | 0.2% | |
| MFS Core Equity R3 Fund " | Mutual Funds | — | — | $10K | 0.1% | |
| MFS Mid Cap Value R3 Fund " | Mutual Funds | — | — | $9K | 0.1% | |
| Fidelity Government Money Market Fund " | Mutual Funds | — | — | $9K | 0.1% | |
| BlackRock Advantage Small Cap Core Investor A Fund " | Other securities | — | — | $8K | 0.1% | |
| BlackRock Emerging Markets Fund " | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
