Smitha Allapat signed Technoserve, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Technoserve, Inc.'s EIN is 13-2626135.
Download the official 2024 Form 5500 (PDF) for Technoserve, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Technoserve, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $36K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund - | Mutual Funds | — | — | $5.4M | 14.4% | |
| Vanguard Target Retirement 2030 Fund - | Mutual Funds | — | — | $4.6M | 12.3% | |
| Vanguard Target Retirement 2045 Fund - | Mutual Funds | — | — | $3.7M | 9.9% | |
| Vanguard Target Retirement 2050 Fund - | Mutual Funds | — | — | $3.3M | 8.8% | |
| Vanguard Target Retirement 2035 Fund - | Mutual Funds | — | — | $2.8M | 7.4% | |
| Fidelity 500 Index Fund - | Common Collective Trusts | — | — | $2.5M | 6.8% | |
| Vanguard Target Retirement 2055 Fund - | Mutual Funds | — | — | $2.4M | 6.4% | |
| Fidelity Managed Income Portfolio Class I - | Mutual Funds | — | — | $2.0M | 5.4% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.0M | 5.4% | |
| Vanguard Target Retirement Income - | Mutual Funds | — | — | $1.6M | 4.4% | |
| Fund Vanguard Total Stock Market Index - | Common Collective Trusts | — | — | $1.6M | 4.2% | |
| Fund Admiral Shares Vanguard Target Retirement 2060 Fund - | Mutual Funds | — | — | $1.4M | 3.8% | |
| Vanguard Target Retirement 2025 Fund - | Mutual Funds | — | — | $1.3M | 3.6% | |
| MFS Growth Fund Class R6 - | Mutual Funds | — | — | $738K | 2.0% | |
| Vanguard Target Retirement 2020 Fund - | Mutual Funds | — | — | $635K | 1.7% | |
| Calvert US Large-Cap Core Responsible - | Other securities | — | — | $623K | 1.7% | |
| Index Fund Vanguard Total Bond Market Index - | Common Collective Trusts | — | — | $496K | 1.3% | |
| Fund Admiral Shares Vanguard Explorer Fund Admiral Shares - | Mutual Funds | — | — | $494K | 1.3% | |
| Vanguard Equity-Income Fund Admiral - | Mutual Funds | — | — | $326K | 0.9% | |
| Shares Vanguard Total International Stock - | Mutual Funds | — | — | $256K | 0.7% | |
| Index Fund Admiral Shares * Fidelity Mid Cap Index Fund - | Common Collective Trusts | — | — | $215K | 0.6% | |
| Fidelity Small Cap Index Fund - | Common Collective Trusts | — | — | $187K | 0.5% | |
| Allspring Special Mid Cap Value Fund - | Other securities | — | — | $160K | 0.4% | |
| Notes receivable from Interest rates ranging from 4.25% to - | Bonds / Notes | — | — | $135K | 0.4% | |
| Class R6 Vanguard REIT Admiral Shares - | Mutual Funds | — | — | $94K | 0.3% | |
| Vanguard Emerging Markets Stock - | Mutual Funds | — | — | $88K | 0.2% | |
| Index Admiral Shares PIMCO Real Return Fund Institutional - | Mutual Funds | — | — | $65K | 0.2% | |
| Fidelity International Sustainability - | Mutual Funds | — | — | $51K | 0.1% | |
| Index Fund T. Rowe T. Rowe Price Spectrum Income Fund - | Common Collective Trusts | — | — | $46K | 0.1% | |
| Calvert Bond Fund Class I - | U.S. Treasuries | — | — | $36K | <0.1% | |
| Vanguard Developed Markets Index - | Mutual Funds | — | — | $6K | <0.1% | |
| Fund Admiral Shares American Century American Century Small Cap Value - | 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.
