Victoria McCoy signed TACO, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TACO, Inc.'s EIN is 05-0250724.
Download the official 2024 Form 5500 (PDF) for TACO, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TACO, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment, 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 | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $25K | — |
| STRATEGIC ADVISORS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund | Other securities | — | $225K | $18.9M | 17.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $67K | $13.6M | 12.6% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | $11.0M | $11.0M | 10.3% | |
| Fidelity Freedom Index 2035 Fund | Mutual Funds | — | $370K | $8.6M | 8.0% | |
| Fidelity Freedom Index 2030 Fund | Mutual Funds | — | $398K | $8.0M | 7.5% | |
| Columbia Dividend Income Fund | Other securities | — | $194K | $6.5M | 6.1% | |
| Fidelity Freedom Index 2025 Fund | Mutual Funds | — | $286K | $5.3M | 4.9% | |
| Voya Intermediate Bond Fund | Other securities | — | $584K | $5.0M | 4.7% | |
| Vanguard International Growth Fund | Mutual Funds | — | $44K | $4.4M | 4.1% | |
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | $158K | $3.9M | 3.6% | |
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | $109K | $2.8M | 2.6% | |
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | $100K | $2.6M | 2.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | $76K | $2.6M | 2.4% | |
| Vanguard Explorer Fund | Mutual Funds | — | $21K | $2.3M | 2.1% | |
| Fidelity Freedom Index 2020 Fund | Mutual Funds | — | $123K | $1.9M | 1.8% | |
| American Funds New Perspective Fund | Mutual Funds | — | $30K | $1.9M | 1.7% | |
| Participant loans 4.25% - 9.50% | Bonds / Notes | — | — | $1.7M | 1.6% | |
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | $79K | $1.7M | 1.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | $17K | $810K | 0.8% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | $43K | $772K | 0.7% | |
| Allspring Special Small Cap Value Fund | Other securities | — | $17K | $680K | 0.6% | |
| DFA Inflation-Protected Securities Portfolio | Mutual Funds | — | $48K | $514K | 0.5% | |
| American Funds New World Fund | Mutual Funds | — | $6K | $441K | 0.4% | |
| American Funds Balanced Fund | Mutual Funds | — | $9K | $295K | 0.3% | |
| Fidelity Freedom Index 2065 Fund | Mutual Funds | — | $17K | $245K | 0.2% | |
| Fidelity Freedom Index Income Fund | Mutual Funds | — | $21K | $242K | 0.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | $9K | $236K | 0.2% | |
| Fidelity Freedom Index 2015 Fund | Mutual Funds | — | $16K | $228K | 0.2% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | $7K | $214K | 0.2% | |
| DFA US Vector Equity Fund | Mutual Funds | — | $4K | $109K | 0.1% | |
| Fidelity Freedom Index 2010 Fund 590 | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity Freedom Index 2070 Fund 207 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $16K |
| — |
