Roswell Eldridge signed Toole Design Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Toole Design Group LLC's EIN is 05-0545429.
Download the official 2024 Form 5500 (PDF) for Toole Design Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Toole Design Group 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | INVESTMENT ADVISORY | $43K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $4.7M | 18.5% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.0M | 15.4% | |
| FLEXPATH INDEX MODERAT 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $3.4M | 13.4% | |
| FLEXPATH INDEX MODERAT 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $2.1M | 8.2% | |
| LARGE CAP GRWTH FD III CL I1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.8M | 7.1% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $1.5M | 6.0% | |
| LARGE CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.5M | 5.9% | |
| FLEXPATH INDEX AGGRE 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $1.0M | 4.0% | |
| FLEXPATH INDEX MODERAT 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $947K | 3.7% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $686K | 2.7% | |
| FLEXPATH INDEX MODERATE RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $531K | 2.1% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $524K | 2.0% | |
| FLEXPATH INDEX AGGRE 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $459K | 1.8% | |
| INTERNATIONAL EQUITY I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $373K | 1.5% | |
| PIMCO Funds PIMCO Income Institutional Fund | Mutual Funds | — | — | $290K | 1.1% | |
| Calvert Funds Calvert US LC Cr Rsp Index R6 Fund | Other securities | — | — | $289K | 1.1% | |
| FLEXPATH INDEX AGGRE 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $230K | 0.9% | |
| Dimensional Fund Advisors DFA Real Estate Secs 1Fund | Mutual Funds | — | — | $221K | 0.9% | |
| Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $205K | 0.8% | |
| Through August 2029 | Other securities | — | — | $190K | 0.7% | |
| EMERGING MARKETS II I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $155K | 0.6% | |
| Fidelity Investments Fidelity Intl Sust Index Fund | Common Collective Trusts | — | — | $104K | 0.4% | |
| MID CAP GROWTH II CLASS I1 FD GREAT GRAY TRUST COMPANY · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $71K | 0.3% | |
| Legg Mason ClearBridge Sm Cap GR IS Fund | Other securities | — | — | $65K | 0.3% | |
| FLEXPATH INDEX CONSERV RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $55K | 0.2% | |
| (E) | Other securities | — | — | $55K | 0.2% | |
| Calvert Funds Calvert Bond R6 Fund | U.S. Treasuries | — | — | $36K | 0.1% | |
| MID CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $29K | 0.1% | |
| SMALL CAP VALUE II I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $19K | <0.1% | |
| (E) | Other securities | — | — | $19K | <0.1% | |
| FLEXPATH INDEX CONSERV 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $18K | <0.1% | |
| CORE PL BD FD FEE CLASS I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $11K | <0.1% | |
| FLEXPATH INDEX CONSERV 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $3K | <0.1% | |
| FLEXPATH INDEX CONSERV 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH INDEX AGGRE 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERAT 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERV 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% |
