Jessica Henson signed Tepco (Team Enterprise Project Controls ORG.), LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tepco (Team Enterprise Project Controls ORG.), LLC's EIN is 20-3739993.
Download the official 2024 Form 5500 (PDF) for Tepco (Team Enterprise Project Controls ORG.), LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tepco (Team Enterprise Project Controls ORG.), 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 | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $16K | — |
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 Investments FID FDM IDX 2040 IPR (i) | Common Collective Trusts | — | — | $1.3M | 15.9% | |
| Fidelity Investments FID 500 INDEX (i) | Common Collective Trusts | — | — | $1.1M | 13.6% | |
| Fidelity Investments FID FDM IDX 2035 IPR (i) | Common Collective Trusts | — | — | $938K | 11.9% | |
| Fidelity Investments FID FDM IDX 2045 IPR (i) | Common Collective Trusts | — | — | $835K | 10.6% | |
| Fidelity Investments FID FDM IDX 2050 IPR (i) | Common Collective Trusts | — | — | $754K | 9.6% | |
| Fidelity Investments FID FDM IDX 2030 IPR (i) | Common Collective Trusts | — | — | $639K | 8.1% | |
| Fidelity Investments FID BLUE CHIP GR K6 (i) | Mutual Funds | — | — | $555K | 7.1% | |
| Fidelity Investments FID FDM IDX 2055 IPR (i) | Common Collective Trusts | — | — | $517K | 6.6% | |
| Fidelity Investments FID FDM IDX 2060 IPR (i) | Common Collective Trusts | — | — | $278K | 3.5% | |
| Fidelity Investments FID MID CAP IDX (i) | Common Collective Trusts | — | — | $257K | 3.3% | |
| various maturity dates through 2029. | Other securities | — | — | $200K | 2.5% | |
| PIMCO PIM RAE US SM I (i) | Mutual Funds | — | — | $123K | 1.6% | |
| Fidelity Investments FID SMALL CAP GR K6 (i) 232 * Fidelity Investments FID FDM IDX 2065 IPR (i) | Common Collective Trusts | — | — | $111K | 1.4% | |
| JP Morgan JPM US EQUITY R6 (i) | Other securities | — | — | $106K | 1.4% | |
| Janus Henderson J H ENTERPRISE N (i) | Mutual Funds | — | — | $59K | 0.7% | |
| Fidelity Investments FID GOVT MMKT K6 (i) | Mutual Funds | — | — | $55K | 0.7% | |
| Fidelity Investments FID FDM IDX 2025 IPR (i) | Common Collective Trusts | — | — | $41K | 0.5% | |
| Fidelity Investments FID FDM IDX 2020 IPR (i) | Common Collective Trusts | — | — | $23K | 0.3% | |
| Fidelity Investments FID TOTAL BOND K6 (i) | Mutual Funds | — | — | $10K | 0.1% | |
| Cohen & Steers C&S REALTY SHARES Z (i) 641 GQG Partners Inc GQG EMRG MKTS EQ R6 (i) | Common Stocks | — | — | $10K | 0.1% | |
| Fidelity Investments FID INFL PR BD IDX (i) | Common Collective Trusts | — | — | $9K | 0.1% | |
| Fidelity Investments FID FDM IDX 2015 IPR (i) | Common Collective Trusts | — | — | $7K | <0.1% | |
| Fidelity Investments FID EQUITY INCOME K6 (i) | Mutual Funds | — | — | $4K | <0.1% | |
| JP Morgan JPM GOVT BOND R6 (i) | U.S. Treasuries | — | — | $3K | <0.1% | |
| Fidelity Investments FID INTL CAP APPR K6 (i) | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Investments FID SM CAP IDX (i) | Common Collective Trusts | — | — | $1K | <0.1% | |
| Fidelity Investments FID GLB EX US IDX (i) | Common Collective Trusts | — | — | $1K | <0.1% | |
| FISHER ALL WORLD EQUITY 3 SEI TRUST COMPANY · EIN 82-6652363 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
