Sarah Ruggiero signed Tectonic Engineering Consultants, Geologists & Land Surveyors, D.P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tectonic Engineering Consultants, Geologists & Land Surveyors, D.P.C.'s EIN is 14-1691128.
Download the official 2024 Form 5500 (PDF) for Tectonic Engineering Consultants, Geologists & Land Surveyors, D.P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tectonic Engineering Consultants, Geologists & Land Surveyors, D.P.C.'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 |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $85K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $79K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan JP Morgan Large Cap Growth R6 | Other securities | — | — | $7.9M | 15.3% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $7.2M | 13.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $5.1M | 9.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $3.6M | 7.0% | |
| John Hancock John Hancock Disciplined Value R6 | Other securities | — | — | $3.5M | 6.8% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $3.2M | 6.2% | |
| BlackRock Global Allocation Instl | Other securities | — | — | $2.9M | 5.6% | |
| BlackRock High Yield Bond Instl | Other securities | — | — | $2.8M | 5.5% | |
| PGIM TOTAL RETURN BOND FUND CIT CL GREAT GRAY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $2.2M | 4.3% | |
| Invesco Developing Markets Y | Mutual Funds | — | — | $2.0M | 3.9% | |
| ClearBridge Small Cap Growth A | Other securities | — | — | $1.8M | 3.4% | |
| BlackRock Strategic Income Opps Instl | Other securities | — | — | $1.7M | 3.3% | |
| Victory Sycamore Established Value R | Other securities | — | — | $1.6M | 3.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1.6M | 3.1% | |
| MFS Mid Cap Growth Fund R3 | Mutual Funds | — | — | $1.6M | 3.1% | |
| American Beacon American Beacon Small CP Val A | Other securities | — | — | $1.2M | 2.3% | |
| Invesco International Bond Y | Mutual Funds | — | — | $829K | 1.6% | |
| Participant loans * Participants 4.25 % to 9.50%, maturing 2024 through 2031 | Bonds / Notes | — | — | $554K | 1.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
