Chloe Horning signed Team Cymru, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Team Cymru, Inc.'s EIN is 20-1913320.
Download the official 2024 Form 5500 (PDF) for Team Cymru, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Team Cymru, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INVESTMENT MANAGE | 36-3429599 | — | INVESTMENT/FINANCIAL ADVI | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $3.1M | 17.5% | |
| DFA US LARGE CO FUND I | Registered Investment Companies | — | — | $1.4M | 7.7% | |
| T ROWE PRICE GROWTH STOCK I | Registered Investment Companies | — | — | $1.2M | 7.0% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.1M | 6.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.1M | 6.2% | |
| VAN STRATEGIC EQUITY - INV | Registered Investment Companies | — | — | $962K | 5.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $875K | 5.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $793K | 4.5% | |
| DFA LARGE CAP INTL PORT INST | Registered Investment Companies | — | — | $787K | 4.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $775K | 4.4% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $670K | 3.8% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $668K | 3.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $650K | 3.7% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $600K | 3.4% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $485K | 2.8% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $424K | 2.4% | |
| MFS GLOBAL TOTAL RETURN R6 | Registered Investment Companies | — | — | $312K | 1.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $301K | 1.7% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $273K | 1.6% | |
| DIMENSIONAL GLOBAL EQTY - INST | Registered Investment Companies | — | — | $265K | 1.5% | |
| JOHN HANCOCK INCOME FUND - R6 | Registered Investment Companies | — | — | $233K | 1.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $19K | 0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $18K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
