Heather ZEIK signed Team Select Holding, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Team Select Holding, LLC's EIN is 20-1407867.
Download the official 2024 Form 5500 (PDF) for Team Select Holding, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Team Select Holding, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | -$11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISOR | $32K | — |
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 2045 Fund | Mutual Funds | — | — | $2.4M | 13.0% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $2.0M | 10.7% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $2.0M | 10.6% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $1.6M | 8.3% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.5M | 8.2% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.5M | 7.9% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.4M | 7.3% | |
| Vanguard 500 Index Fund Adm | Common Collective Trusts | — | — | $1.2M | 6.5% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $968K | 5.1% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $626K | 3.3% | |
| Vanguard Extended Mkt Index Adm | Mutual Funds | — | — | $444K | 2.4% | |
| Note Receivable From Participants Notes Receivable from Participants (Interest rates of 4.25% to 9.50%) | Bonds / Notes | — | — | $306K | 1.6% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $281K | 1.5% | |
| DFA Emerging Market Core Equity Portfolio | Mutual Funds | — | — | $261K | 1.4% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $257K | 1.4% | |
| Putnam Large Cap Value Trust IA | Mutual Funds | — | — | $253K | 1.3% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST CO · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $253K | 1.3% | |
| Hartford Core Equity Fund | Other securities | — | — | $252K | 1.3% | |
| JP Morgan Mid Cap Growth Fund | Other securities | — | — | $241K | 1.3% | |
| DFA US Small Cap Value Portfolio | Mutual Funds | — | — | $220K | 1.2% | |
| PRN Small Cap S&P 600 Ind Inst | Other securities | — | — | $207K | 1.1% | |
| Victory Established Value Fund | Other securities | — | — | $206K | 1.1% | |
| Vanguard Total International Bond Index Admiral 762 Victory Established Value Fund | Mutual Funds | — | — | $194K | 1.0% | |
| Vanguard International Growth Admiral | Mutual Funds | — | — | $162K | 0.9% | |
| Blackrock Total Return Fund Class K | Other securities | — | — | $151K | 0.8% | |
| Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $146K | 0.8% | |
| Putnam Small Cap Growth | Mutual Funds | — | — | $123K | 0.7% | |
| Pimco Income Fund - Instl | Mutual Funds | — | — | $103K | 0.5% | |
| DFA DRA Global Equity - Instl | Mutual Funds | — | — | $101K | 0.5% | |
| Dimensional Global Equity | Mutual Funds | — | — | $99K | 0.5% | |
| TIAA-CREF Small Cap Equity Instl | Mutual Funds | — | — | $98K | 0.5% | |
| JP Morgan Large Cap Growth Fund | Other securities | — | — | $88K | 0.5% | |
| Vanguard Total Bond Market Index - Admiral Shares | Mutual Funds | — | — | $66K | 0.3% | |
| DFA International Core Equity Portfolio | Mutual Funds | — | — | $58K | 0.3% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $27K | 0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
