GITA Patel signed TA Realty LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TA Realty LLC's EIN is 04-3341880.
Download the official 2024 Form 5500 (PDF) for TA Realty LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TA Realty LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | — | $12.0M | 19.4% | |
| JPM LG CAP GROWTH R6 | Other securities | — | — | $7.2M | 11.7% | |
| VANG LIFEST GROWTH | Other securities | — | — | $3.7M | 6.0% | |
| VANG TARGET RET 2050 | Other securities | — | — | $3.4M | 5.5% | |
| VANG BAL INDEX ADM | Other securities | — | — | $3.3M | 5.3% | |
| VANG TARGET RET 2055 | Other securities | — | — | $2.7M | 4.4% | |
| VANG TOT STK MKT ADM | Other securities | — | — | $2.7M | 4.3% | |
| FID INTL INDEX | Mutual Funds | — | — | $2.4M | 3.9% | |
| VANG EQUITY INC ADM | Common Stocks | — | — | $2.0M | 3.3% | |
| VANG TARGET RET 2040 | Other securities | — | — | $2.0M | 3.3% | |
| MFS MID CAP GRTH R6 | Mutual Funds | — | — | $2.0M | 3.3% | |
| VANG TARGET RET 2030 | Other securities | — | — | $1.9M | 3.0% | |
| VANG SMCPVL IDX ADM | Common Collective Trusts | — | — | $1.8M | 2.9% | |
| VANG TARGET RET 2060 | Other securities | — | — | $1.7M | 2.7% | |
| JHANCOCK BOND R6 | Other securities | — | — | $1.6M | 2.6% | |
| VANG MIDCAP IDX ADM | Common Collective Trusts | — | — | $1.5M | 2.5% | |
| AF NEW PERSPECT R6 | Other securities | — | — | $1.4M | 2.2% | |
| VANG TOT BD MKT ADM | Other securities | — | — | $1.2M | 2.0% | |
| VANG SMCP GR IDX ADM | Common Collective Trusts | — | — | $973K | 1.6% | |
| VANG INTL GROWTH ADM | Other securities | — | — | $921K | 1.5% | |
| MFS CORE EQUITY R6 | Mutual Funds | — | — | $889K | 1.4% | |
| VANG VMMR-FED MMKT | Other securities | — | — | $862K | 1.4% | |
| VANG SM CAP IDX ADM | Common Collective Trusts | — | — | $702K | 1.1% | |
| VANG WELLESLEY ADM | Other securities | — | — | $566K | 0.9% | |
| PIMCO INCOME INST | Mutual Funds | — | — | $515K | 0.8% | |
| DFA EMRG MKT CORE EQ | Mutual Funds | — | — | $476K | 0.8% | |
| VANG TARGET RET 2045 | Other securities | — | — | $438K | 0.7% | |
| VANG TARGET RET 2035 | Other securities | — | — | $397K | 0.6% | |
| VANG TARGET RET 2025 | Other securities | — | — | $94K | 0.2% | |
| VRTS C MDCP VL EQ R6 | Other securities | — | — | $81K | 0.1% | |
| PGIM HIGH YIELD R6 | Other securities | — | — | $54K | <0.1% | |
| VANG TARGET RET INC | Common Stocks | — | — | $46K | <0.1% | |
| VANG TARGET RET 2065 | Other securities | — | — | $43K | <0.1% | |
| DFA INF PRT SEC PORT | Mutual Funds | — | — | $20K | <0.1% | |
| VANG MDCPVAL IDX ADM | Common Collective Trusts | — | — | $15K | <0.1% | |
| FID GOVT MMKT | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
