Edward Ricci signed TF Cornerstone Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TF Cornerstone Inc.'s EIN is 13-2766269.
Download the official 2024 Form 5500 (PDF) for TF Cornerstone Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TF Cornerstone 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).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $116K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOUGLAS LANE & ASSOCIATES LLC | 81-0698246 | — | NONE | $9K | — |
| CHARLES SCHWAB & CO., INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund " | Common Collective Trusts | — | — | $9.3M | 12.8% | |
| Vanguard Total Bd Mkt Idx Inst " | Common Collective Trusts | — | — | $8.3M | 11.5% | |
| Vanguard Growth Index Instl " | Mutual Funds | — | — | $7.6M | 10.5% | |
| Schwab International Index Fd Mutual funds | Mutual Funds | — | — | $7.6M | 10.5% | |
| Vanguard Total Stk Index Inst " | Mutual Funds | — | — | $5.0M | 7.0% | |
| VGD Interm Term Trsy Idx Adm " | Common Collective Trusts | — | — | $3.9M | 5.3% | |
| Vanguard Mid Cap Index Admiral " | Mutual Funds | — | — | $3.8M | 5.3% | |
| Vanguard Value Index Adm " | Mutual Funds | — | — | $3.7M | 5.1% | |
| Vanguard Sm Cap Val Index Adm " | Mutual Funds | — | — | $3.6M | 5.0% | |
| Schwab Personal Choice Retirement Account Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $3.6M | 4.9% | |
| Vanguard Treasury Money Market Money Market/Cash Equivalent | Mutual Funds | — | — | $3.0M | 4.2% | |
| Vanguard Shrt Term Infl Pro " | Mutual Funds | — | — | $3.0M | 4.1% | |
| Vanguard Emrg Mkts Index Adm " | Mutual Funds | — | — | $3.0M | 4.1% | |
| Vanguard Real Estate Index Adm " | Mutual Funds | — | — | $1.5M | 2.1% | |
| Schwab Small-Cap Index Fund " | Common Collective Trusts | — | — | $1.5M | 2.1% | |
| Vanguard Short Term Bd Idx Adm " | Common Collective Trusts | — | — | $1.2M | 1.7% | |
| Vanguard Small Cap Grth Index " | Mutual Funds | — | — | $1.2M | 1.6% | |
| Participant Loans Interest at 4.25% - 10.25% a year | Bonds / Notes | — | — | $539K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| NONE |
| $411 |
| — |
