Janice M Bialik signed TGW Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TGW Systems, Inc.'s EIN is 20-3056285.
Download the official 2024 Form 5500 (PDF) for TGW Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TGW Systems, Inc.'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 |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| J.P. Morgan SmartRetirement 2035 R6 135,642.180 | Other securities | — | — | $2.7M | 15.7% | |
| J.P. Morgan SmartRetirement 2055 R6 95,747.753 | Other securities | — | — | $2.6M | 15.3% | |
| J.P. Morgan Equity Index R6 16,414.586 | Common Collective Trusts | — | — | $1.4M | 8.5% | |
| J.P. Morgan SmartRetirement 2050 R6 60,286.213 | Other securities | — | — | $1.4M | 8.0% | |
| J.P. Morgan SmartRetirement 2045 R6 60,397.039 | Other securities | — | — | $1.3M | 7.7% | |
| Alger Capital Appreciation Institutional Fund Class Y 27,478.084 $ | Other securities | — | — | $1.3M | 7.4% | |
| J.P. Morgan SmartRetirement 2040 R6 35,970.815 | Other securities | — | — | $777K | 4.5% | |
| Vanguard Small Cap Growth Index Admiral 7,194.675 | Mutual Funds | — | — | $708K | 4.1% | |
| American Funds New Perspective Fund Class R6 11,245.110 | Mutual Funds | — | — | $699K | 4.1% | |
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $660K | 3.9% | |
| 1JPM-F | Other securities | — | $601K | $652K | 3.8% | |
| J.P. Morgan SmartRetirement 2030 R6 29,732.577 | Other securities | — | — | $547K | 3.2% | |
| J.P. Morgan SmartRetirement 2060 R6 19,949.241 | Other securities | — | — | $458K | 2.7% | |
| Vanguard Mid Cap Index Admiral 1,387.564 | Mutual Funds | — | — | $454K | 2.7% | |
| J.P. Morgan Equity Income R6 16,244.254 | Other securities | — | — | $389K | 2.3% | |
| Vanguard Small Cap Index Admiral 3,221.300 | Mutual Funds | — | — | $371K | 2.2% | |
| J.P. Morgan SmartRetirement 2025 R6 19,738.458 | Other securities | — | — | $329K | 1.9% | |
| J.P. Morgan Mortgage-Backed Securities R6 26,431.031 | Other securities | — | — | $265K | 1.6% | |
| Hartford Midcap HLS Fund Class IA 8,020.470 | Other securities | — | — | $228K | 1.3% | |
| J.P. Morgan Mid Cap Value R6 5,374.626 | Other securities | — | — | $197K | 1.2% | |
| J.P. Morgan SmartRetirement Income R6 10,460.076 | Other securities | — | — | $161K | 0.9% | |
| American Funds Europacific Growth Fund Class R6 2,842.942 | Mutual Funds | — | — | $153K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
