Tom Wilson signed TP Mechanical Contractors, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TP Mechanical Contractors, Inc.'s EIN is 20-0251494.
Download the official 2022 Form 5500 (PDF) for TP Mechanical Contractors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)TP Mechanical Contractors, Inc.'s plan includes automatic enrollment, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.
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 | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $50K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $3.8M | 9.6% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $3.5M | 9.0% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $3.3M | 8.5% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $3.2M | 8.2% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $3.0M | 7.7% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $2.2M | 5.5% | |
| FLEXPATH+AGR 2055 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3170652 / PN 001 | Common Collective Trust | — | — | $1.8M | 4.5% | |
| FLEXPATH+AGR 2045 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3026996 / PN 001 | Common Collective Trust | — | — | $1.7M | 4.4% | |
| FLEXPATH+AGR 2035 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2987118 / PN 001 | Common Collective Trust | — | — | $1.6M | 4.1% | |
| Fidelity Managed Income Portfolio Fund | Mutual Funds | — | — | $1.6M | 4.0% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.5M | 3.7% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $1.4M | 3.7% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $1.1M | 2.9% | |
| 8.00 percent - | Other securities | — | — | $1.1M | 2.8% | |
| Fidelity Government Money Market Fund * 1 Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.0M | 2.6% | |
| American Funds Washington Mutual Investors Fund | Mutual Funds | — | — | $766K | 2.0% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $748K | 1.9% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $737K | 1.9% | |
| AB Large Cap Growth Fund | Other securities | — | — | $624K | 1.6% | |
| FLEXPATH+MOD 2025 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2950747 / PN 001 | Common Collective Trust | — | — | $619K | 1.6% | |
| FLEXPATH+MOD 2035 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3002484 / PN 001 | Common Collective Trust | — | — | $591K | 1.5% | |
| FLEXPATH+MOD 2055 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3188067 / PN 001 | Common Collective Trust | — | — | $556K | 1.4% | |
| American Funds Balanced Fund | Mutual Funds | — | — | $407K | 1.0% | |
| Columbia Dividend Income Fund | Other securities | — | — | $392K | 1.0% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $375K | 1.0% | |
| Western Asset Core Bond Fund | Other securities | — | — | $372K | 1.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $362K | 0.9% | |
| PIMCO Income Fund | Mutual Funds | — | — | $279K | 0.7% | |
| Fidelity Management Trust Company ClearBridge International Growth Fund | Mutual Funds | — | — | $274K | 0.7% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $235K | 0.6% | |
| American Funds New World Fund | Mutual Funds | — | — | $228K | 0.6% | |
| Fidelity Freedom 2010 Fund | Mutual Funds | — | — | $204K | 0.5% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $195K | 0.5% | |
| Fidelity Government Money Market Fund * 36 Fidelity Mid Cap Value Index Fund | Common Collective Trusts | — | — | $192K | 0.5% | |
| Fidelity Small Cap Value Index Fund | Common Collective Trusts | — | — | $141K | 0.4% | |
| Fidelity Management Trust Company FlexPATH Index+ Moderate Retirement Fund | Mutual Funds | — | — | $121K | 0.3% | |
| FLEXPATH+MOD RET R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2851418 / PN 001 | Common Collective Trust | — | — | $121K | 0.3% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $114K | 0.3% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $95K | 0.2% | |
| Loomis Sayles Global Allocation Fund | Other securities | — | — | $89K | 0.2% | |
| FLEXPATH+MOD 2045 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3071639 / PN 001 | Common Collective Trust | — | — | $43K | 0.1% | |
| Fidelity Small Cap Growth Index Fund | Common Collective Trusts | — | — | $42K | 0.1% | |
| FLEXPATH+CON 2025 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2961375 / PN 001 | Common Collective Trust | — | — | $25K | <0.1% | |
| FLEXPATH+AGR 2025 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2935740 / PN 001 | Common Collective Trust | — | — | $19K | <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 |
|---|---|---|---|---|---|
| BARNES DENNIG | 31-1119890 | — | ACCOUNTANT/AUDITOR | $12K | — |
