Donald Vrana signed TSVC, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TSVC, Inc.'s EIN is 06-1664428.
Download the official 2024 Form 5500 (PDF) for TSVC, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TSVC, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $369K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC |
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.
| % of plan | |||
|---|---|---|---|
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | $67.2M | 6.5% |
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | $52.3M | 5.0% |
| SCHWAB INDEXED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | $43.3M | 4.2% |
| AB US LARGE CAP GROWTH CIT ALLIANCEBERNSTEIN LP · EIN 04-6948485 / PN 007 | Common Collective Trust | $41.8M | 4.0% |
| T. ROWE PRICE U.S. MC GROWTH EQ TR T. ROWE PRICE TRUST COMPANY · EIN 35-2425738 / PN 001 | Common Collective Trust | $36.2M | 3.5% |
| SCHWAB INDEXED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | $35.5M | 3.4% |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | $35.1M | 3.4% |
| SCHWAB INDEXED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | $35.1M | 3.4% |
| SCHWAB INDEXED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | $32.3M | 3.1% |
| MELLON STABLE VALUE FD CL M THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | $18.8M | 1.8% |
| SCHWAB INDEXED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | $18.3M | 1.8% |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | $16.7M | 1.6% |
| SCHWAB INDEXED RETR TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | $7.2M | 0.7% |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | $3.2M | 0.3% |
| SCHWAB INDEXED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | $2.6M | 0.3% |
| 36-4319587 |
| — |
| NONE |
| $9K |
| — |
| INVESTMENT MANAGEMENT ASSOCIAT | 84-0783118 | — | NONE | $7K | — |
| QUARRY HILL ADVISORS LLC | 82-0844050 | — | NONE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $11K | — |
| TOWNSQUARE CAPITAL LLC | 82-1306760 | — | NONE | $7K | — |
| BOYCE & ASSOCIATES WEALTH | 82-0734231 | — | NONE | $7K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $7K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
