DINA Cabrera signed Taconic Builders, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Taconic Builders, Inc.'s EIN is 13-3423760.
Download the official 2024 Form 5500 (PDF) for Taconic Builders, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Taconic Builders, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST REPUBLIC INVESTMENT MGMNT | 22-3623353 | — | ADVISOR | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 Class Z | Mutual Funds | — | — | $2.3M | 19.8% | |
| Fidelity Freedom 2020 Class Z | Mutual Funds | — | — | $1.3M | 11.2% | |
| Fidelity Freedom 2035 Class Z | Mutual Funds | — | — | $1.1M | 9.8% | |
| Fidelity Freedom 2025 Class Z | Mutual Funds | — | — | $1.1M | 9.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $744K | 6.5% | |
| Fidelity Freedom 2045 Class Z | Mutual Funds | — | — | $518K | 4.5% | |
| MFS Massachusetts Inv Gr stk R6 | Mutual Funds | — | — | $477K | 4.1% | |
| BlackRock Equity Dividend Fund Institutional Shares | Other securities | — | — | $420K | 3.6% | |
| Fidelity New Insights I | Mutual Funds | — | — | $328K | 2.8% | |
| Fidelity Freedom 2040 Class Z | Mutual Funds | — | — | $315K | 2.7% | |
| Fidelity Freedom 2060 Class Z | Mutual Funds | — | — | $287K | 2.5% | |
| Eaton Vance Atlanta Capital Small-mid Cap I | Other securities | — | — | $270K | 2.3% | |
| Fidelity Freedom 2050 Class Z | Mutual Funds | — | — | $236K | 2.1% | |
| PIMCO Real Return Institutional | Mutual Funds | — | — | $234K | 2.0% | |
| John Hancock Disciplined Value Mid Cap Fund Class 1 | Other securities | — | — | $222K | 1.9% | |
| Fidelity Freedom 2055 Class Z | Mutual Funds | — | — | $207K | 1.8% | |
| Victory Small Company Opportunity Fund 1 | Common Stocks | — | — | $200K | 1.7% | |
| 9.50% per annum with varying maturity dates. -0- | Bonds / Notes | — | — | $200K | 1.7% | |
| Fidelity Government Money Market Trust | Mutual Funds | — | — | $182K | 1.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $171K | 1.5% | |
| Virtus Vrts S High Yield I | Other securities | — | — | $132K | 1.1% | |
| PIMCO Real Estate Real Return Strategy Fund | Mutual Funds | — | — | $131K | 1.1% | |
| Fidelity Freedom 2065 Class Z | Mutual Funds | — | — | $94K | 0.8% | |
| Fidelity Extended Market Index Premium Fund | Mutual Funds | — | — | $80K | 0.7% | |
| Fidelity Materials I | Mutual Funds | — | — | $75K | 0.7% | |
| Invesco Dividend Income | Mutual Funds | — | — | $45K | 0.4% | |
| Federated Hermes Strategic Value Dividend | Other securities | — | — | $40K | 0.3% | |
| T. Rowe Price Capital Appreciation Fund | Other securities | — | — | $32K | 0.3% | |
| Calamos Grth & inc I | Common Stocks | — | — | $31K | 0.3% | |
| Fidelity Strategic Income Fund Class 1 | Mutual Funds | — | — | $15K | 0.1% | |
| Fidelity Freedom 2070 Class Z ** 88 * Fidelity Intermediate Treasury Bond Index Fund Premium Class | U.S. Treasuries | — | — | $11K | <0.1% | |
| MFS International Value R4 | Mutual Funds | — | — | $11K | <0.1% | |
| MFS International New Discovery R4 | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $7K | <0.1% | |
| MFS Research International R4 | Mutual Funds | — | — | $3K | <0.1% | |
| Janus Triton Fund Class 1 | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Freedom 2015 Class Z | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BORIS BENIC AND ASSOCIATES LLP | 54-2190047 | — | ACCOUNTANT/AUDITOR | $17K | — |
