Plan Sponsor signed Tidal Power Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tidal Power Services, LLC's EIN is 26-0068898.
Download the official 2024 Form 5500 (PDF) for Tidal Power Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tidal Power Services, 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 |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $18K | — |
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $4.4M | 27.5% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $2.0M | 12.1% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $1.5M | 9.4% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $1.3M | 8.2% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $1.2M | 7.3% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $1.0M | 6.2% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $682K | 4.2% | |
| RELIANCE METLIFE SERIES 25053 CL 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 001 | Common Collective Trust | — | — | $489K | 3.0% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $439K | 2.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $428K | 2.7% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $363K | 2.3% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $310K | 1.9% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $309K | 1.9% | |
| American Funds American Funds Bond Fund Of Amer R6 | Mutual Funds | — | — | $227K | 1.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $177K | 1.1% | |
| MFS International Growth R6 | Mutual Funds | — | — | $141K | 0.9% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $141K | 0.9% | |
| Putnam International Value R6 | Mutual Funds | — | — | $138K | 0.9% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $129K | 0.8% | |
| Nuveen Strategic Income R6 | Mutual Funds | — | — | $100K | 0.6% | |
| Fidelity Capital & Income | Mutual Funds | — | — | $97K | 0.6% | |
| Vanguard Target Retirement 2070 Inv | Mutual Funds | — | — | $70K | 0.4% | |
| American Century American Century Small Cap Growth R6 | Other securities | — | — | $24K | 0.1% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $24K | 0.1% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $12K | <0.1% | |
| DFA Us Targeted Value I | Mutual Funds | — | — | $3K | <0.1% | |
| ROYCE SMALL-CAP OPPORTUNITY JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TOTAL INTL SROCK IDX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| COHEN & STEERS REAL ESTATE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELTY MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN EMERGING MARKETS EQ JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF SMALL-CAP BLEND INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AB LARGE CAP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| COLUMBIA DIVIDEND INCOME FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| RELIANCE METLIFE STABLE VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD BALANCED INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK HIGH YIELD BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ST PETERSBURG, FL |
| INVESTMENT ADVISOR |
| $27K |
| — |
