TERI Cabell signed Team Direct Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Team Direct Management LLC's EIN is 20-2517424.
Download the official 2024 Form 5500 (PDF) for Team Direct Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Team Direct Management 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 |
|---|---|---|---|---|---|
| EQUITABLE | 13-5570651 | — | RECORDKEEPER | $118K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNT EQUITABLE · EIN 13-5570651 / PN 065 | Pooled Separate Account | — | — | $24.4M | 97.8% | |
| S SHARES / UNITS * Vanguard Target Retirement 2055 Inv | Pooled Separate Accounts | — | $147K | $3.2M | 12.8% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | $137K | $2.8M | 11.3% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | $127K | $2.5M | 10.0% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | $112K | $2.4M | 9.6% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | $112K | $2.1M | 8.4% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | $60K | $2.0M | 7.9% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | $89K | $1.9M | 7.8% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | $35K | $1.4M | 5.8% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | $71K | $1.3M | 5.0% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | $65K | $849K | 3.4% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | $25K | $632K | 2.5% | |
| Invesco Equity and Income R6 | Mutual Funds | — | $28K | $574K | 2.3% | |
| Vanguard Value Index Adm | Mutual Funds | — | $22K | $568K | 2.3% | |
| DFA Large Cap International I | Mutual Funds | — | $31K | $511K | 2.0% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | $17K | $384K | 1.5% | |
| Vanguard VIF Total Bond Market Index | Mutual Funds | — | $26K | $294K | 1.2% | |
| DFA Emerging Markets I | Mutual Funds | — | $19K | $291K | 1.2% | |
| * Guaranteed Interest Option | Guaranteed Income / GIC | — | $2K | $243K | 1.0% | |
| DFA US Vector Equity I | Mutual Funds | — | $10K | $225K | 0.9% | |
| Vanguard VIF High Yield Bond | Mutual Funds | — | $10K | $146K | 0.6% | |
| 9.50% with maturities through 2031 | Bonds / Notes | — | — | $118K | 0.5% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 5.75% - 9.50% | Bonds / Notes | — | — | $118K | 0.5% | |
| Vanguard VIF Short Term Investment Grade | Mutual Funds | — | $9K | $105K | 0.4% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | $5K | $78K | 0.3% | |
| EQ / Money Market | Cash / Money Market | — | $78K | $78K | 0.3% | |
| Franklin Income R6 | Mutual Funds | — | $4K | $66K | 0.3% |
