Nicole Toldi signed Truecommerce, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Truecommerce, Inc.'s EIN is 25-1774791.
Download the official 2024 Form 5500 (PDF) for Truecommerce, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Truecommerce, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $116K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $8.0M | 13.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $6.3M | 11.0% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $6.1M | 10.6% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $6.0M | 10.4% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $4.1M | 7.1% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $4.0M | 6.9% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $2.9M | 5.0% | |
| Great Gray Collective Investment Trust AB US Large Cap Growth CIT W Series Class M | Common Collective Trusts | — | — | $2.5M | 4.3% | |
| AB US LG CP GTH CIT W SER M GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $2.5M | 4.3% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $1.6M | 2.7% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $1.5M | 2.7% | |
| Massachusetts Financial Services Massachusetts Financial Services Value R6 Fund | Other securities | — | — | $1.4M | 2.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.3M | 2.3% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $1.1M | 2.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $991K | 1.7% | |
| Fidelity Total Bond K6 Fund | Mutual Funds | — | — | $979K | 1.7% | |
| The American Funds American Funds Euro Pacific Growth R6 Fund | Mutual Funds | — | — | $978K | 1.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $943K | 1.6% | |
| Eaton Vance Eaton Vance Income Fund of Boston R6 Fund | Other securities | — | — | $818K | 1.4% | |
| American Beacon American Beacon Sm Cp Val R6 Fund | Other securities | — | — | $800K | 1.4% | |
| Vanguard Inflation-Protected Securities Admiral Fund | Mutual Funds | — | — | $766K | 1.3% | |
| through December 2039 | Other securities | — | — | $752K | 1.3% | |
| Principal Diversified International Separate Account-Z | Pooled Separate Accounts | — | — | $721K | 1.2% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $721K | 1.2% | |
| BlackRock Mid-Cap Growth Equity K Fund | Other securities | — | — | $533K | 0.9% | |
| American Century American Century Mid-Cap Val R6 Fund | Other securities | — | — | $435K | 0.8% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $405K | 0.7% | |
| Dimensional Fund Advisors Dimensional Fund Advisors Emergency Market Core Equity I Fund | Mutual Funds | — | — | $347K | 0.6% | |
| Legg Mason Brandywine Global Opportunities Bond IS Fund | Other securities | — | — | $340K | 0.6% | |
| Vanguard Real Estate Index Admiral Fund | Mutual Funds | — | — | $317K | 0.5% | |
| Janus Henderson Janus Henderson Venture N Fund | Mutual Funds | — | — | $243K | 0.4% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $180K | 0.3% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $123K | 0.2% | |
| (E) | Other securities | — | — | $85K | 0.1% | |
| Principal LifeTime Strategic Income Separate Account-Z | Pooled Separate Accounts | — | — | $85K | 0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $85K | 0.1% | |
| (E) | Other securities | — | — | $72K | 0.1% | |
| Principal Lifetime 2070 Separate Account | Pooled Separate Accounts | — | — | $72K | 0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $72K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
