David Raguckas signed Tydenbrooks' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tydenbrooks' EIN is 22-0793310.
Download the official 2024 Form 5500 (PDF) for Tydenbrooks from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tydenbrooks' 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 |
|---|---|---|---|---|---|
| NEWSQUARE CAPITAL, LLC | 27-1238163 | — | INVESTMENT ADVISOR | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROFESSIONAL CAPITAL SERVICES, LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $45K | — |
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 Group Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $3.5M | 20.0% | |
| Vanguard Group Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $2.7M | 15.2% | |
| Vanguard Group Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $1.8M | 10.4% | |
| Vanguard Group Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $1.4M | 7.9% | |
| Vanguard Group Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $861K | 4.9% | |
| Vanguard Group Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $751K | 4.3% | |
| Invesco Small Cap Value R6 | Mutual Funds | — | — | $682K | 3.9% | |
| Vanguard Group Vanguard High Dividend Yield Index Adm | Mutual Funds | — | — | $548K | 3.1% | |
| Fidelity Investments Fidelity Blue Chip Growth K6 | Mutual Funds | — | — | $509K | 2.9% | |
| Capital Group/American Funds American Funds Bond Fund of Amer R6 | Mutual Funds | — | — | $505K | 2.9% | |
| Vanguard Group Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $412K | 2.3% | |
| JPMorgan Chase & Co. JPMorgan US Research Enhanced Equity R6 ** 799 Neuberger Berman Neuberger Berman Mis Cap Growth Fund R6 | Common Stocks | — | — | $356K | 2.0% | |
| Vanguard Group Vanguard Small Cap Index Adm | Mutual Funds | — | — | $331K | 1.9% | |
| Vanguard Group Vanguard S&P 500 ETF | Common Collective Trusts | — | — | $322K | 1.8% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $294K | 1.7% | |
| Vanguard Group Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $281K | 1.6% | |
| Vanguard Group Vanguard Total Stock Market Index Adm | Common Collective Trusts | — | — | $272K | 1.6% | |
| Vanguard Group Vanguard Growth Index Adm | Mutual Funds | — | — | $255K | 1.5% | |
| Vanguard Group Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $235K | 1.3% | |
| Money market account * Charles Schwab Bank Savings | Mutual Funds | — | — | $231K | 1.3% | |
| Notes receivable Notes receivable with variable maturities and interest rates * Participants ranging from 4.25% - 9.50% on all outstanding notes. - | Bonds / Notes | — | — | $223K | 1.3% | |
| BlackRock iShares Russell 2000 Growth | Common Collective Trusts | — | — | $202K | 1.2% | |
| Vanguard Group Vanguard Interm-Term Investment-Grde Adm | Mutual Funds | — | — | $163K | 0.9% | |
| Vanguard Group Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $135K | 0.8% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $107K | 0.6% | |
| Nuveen Large-Cap Gr Idx Instl | Common Collective Trusts | — | — | $94K | 0.5% | |
| Fidelity Investments Fidelity Low-Priced Stock | Mutual Funds | — | — | $74K | 0.4% | |
| Vanguard Group Vanguard Value Index Adm | Mutual Funds | — | — | $59K | 0.3% | |
| BlackRock iShares Russell 1000 Growth | Common Collective Trusts | — | — | $55K | 0.3% | |
| BlackRock iShares Russell 1000 | Common Collective Trusts | — | — | $39K | 0.2% | |
| Vanguard Group Vanguard Equity-Income Admin | Mutual Funds | — | — | $31K | 0.2% | |
| BlackRock iShares North American Natural Resources | Other securities | — | — | $26K | 0.1% | |
| Vanguard Group Vanguard FTSE Developed Markets ETF | Mutual Funds | — | — | $26K | 0.1% | |
| Capital Group/American Funds American Funds US Government Sec | Mutual Funds | — | — | $25K | 0.1% | |
| Royce Investment Partners Royce Opportunity Instl ** 919 State Street Investment Management SPDR Dow Jones REIT ETF | Common Stocks | — | — | $22K | 0.1% | |
| Vanguard Group Vanguard International Growth Adm | Mutual Funds | — | — | $13K | <0.1% | |
| Vanguard Group Vanguard FTSE Emerging Markets ETF | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Group Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Group Vanguard Target Retirement 2070 Inv | 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.
