Tdindustries, Inc.'s EIN is 26-0464612.
Download the official 2024 Form 5500 (PDF) for Tdindustries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tdindustries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, an S-corporation ESOP, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $120K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $262 | — |
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 | |||||
|---|---|---|---|---|---|---|
| * TDIndustries, Inc. Investment in TDIndustries, Inc. common stock (344,761 shares) | Common Stocks | — | $125.8M | $178.1M | 55.4% | |
| Fidelity 500 Index Fund; 99,381 shares (1) | Common Collective Trusts | — | — | $20.3M | 6.3% | |
| Fidelity International Index Fund; 403,124 shares (1) | Common Collective Trusts | — | — | $19.2M | 6.0% | |
| Dodge & Cox Dodge & Cox Income Fund; 1,399,961 shares (1) | Mutual Funds | — | — | $17.3M | 5.4% | |
| JPMorgan Large-Cap Growth Fund R6; 189,579 shares (1) | Other securities | — | — | $15.9M | 4.9% | |
| JPMorgan Equity Income Fund R6; 624,059 shares (1) | Other securities | — | — | $14.9M | 4.7% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares; 92,584 shares (1) | Common Collective Trusts | — | — | $10.1M | 3.1% | |
| from 2025 to 2038 | Other securities | — | — | $8.5M | 2.6% | |
| Dodge & Cox Dodge & Cox Balanced Fund; 79,278 shares (1) | Mutual Funds | — | — | $8.1M | 2.5% | |
| MORLEY STABLE VALUE CL 50-I PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 42-1558090 / PN 001 | Common Collective Trust | — | — | $5.4M | 1.7% | |
| Boston Partners Boston Partners Small Cap Value Fund II; 184,209 shares (1) | Other securities | — | — | $4.8M | 1.5% | |
| Fidelity Small-Cap Index Fund; 98,237 shares (1) | Common Collective Trusts | — | — | $2.7M | 0.8% | |
| Fidelity Mid-Cap Index Fund; 33,311 shares (1) | Common Collective Trusts | — | — | $1.1M | 0.4% | |
| Fidelity U.S. Bond Index Fund; 11,427 shares (1) | Common Collective Trusts | — | — | $117K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
