John A. Starr signed Tjfact DBA Totally Joined for Achieving Collaborative Techniques' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tjfact DBA Totally Joined for Achieving Collaborative Techniques' EIN is 26-1426511.
Download the official 2024 Form 5500 (PDF) for Tjfact DBA Totally Joined for Achieving Collaborative Techniques from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tjfact DBA Totally Joined for Achieving Collaborative Techniques' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| 194MX5 GREAT-WEST S&P 500 INDEX FUND INV n/a | Common Collective Trusts | — | — | $721K | 17.7% | |
| PUTMAN RETIREMENT ADVANTAGE 2035 V PUTMAN INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $487K | 12.0% | |
| PUTMAN RETIREMENT ADVANTAGE 2060 V PUTMAN INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $290K | 7.1% | |
| 1KGPF KEY GUARANTEED PORTFOLIO FUND n/a | Other securities | — | — | $271K | 6.7% | |
| PUTMAN RETIREMENT ADVANTAGE 2030 V PUTMAN INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $266K | 6.5% | |
| PUTMAN RETIREMENT ADVANTAGE 2045 V PUTMAN INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $203K | 5.0% | |
| PUTMAN RETIREMENT ADVANTAGE 2025 V PUTMAN INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $175K | 4.3% | |
| PUTMAN RETIREMENT ADVANTAGE 2050 V PUTMAN INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $166K | 4.1% | |
| PUTMAN RETIREMENT ADVANTAGE 2055 V PUTMAN INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $166K | 4.1% | |
| 1MXINX GREAT-WEST INTERNATIONAL INDEX FUND INV n/a | Common Collective Trusts | — | — | $143K | 3.5% | |
| 1105 AFW AMERICAN FUNDS NEW WORLD FUND - R3 n/a | Mutual Funds | — | — | $136K | 3.3% | |
| PUTMAN RETIREMENT ADVANTAGE 2040 V PUTMAN INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $132K | 3.2% | |
| PUTMAN RETIREMENT ADV TRST MAT V PUTMAN INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $116K | 2.8% | |
| 1VETAX VICTORY SYCAMORE ESTABLISHED VALUE A n/a | Other securities | — | — | $89K | 2.2% | |
| 1MXIN6 GREAT-WEST S&P SMCAP 600 INDEX FUND INV n/a | Common Collective Trusts | — | — | $86K | 2.1% | |
| 1B1MXB1 GREAT-WEST BOND INDEX FUND INV n/a | U.S. Treasuries | — | — | $85K | 2.1% | |
| IMIGHX MFS MASSACHUSETTS INVESTORS GR STK R3 n/a | Mutual Funds | — | — | $76K | 1.9% | |
| 1MGRXTM GREAT-WEST T ROWE PRICE MDCP GR FUND INV n/a | Mutual Funds | — | — | $72K | 1.8% | |
| 1MXMDX GREAT-WEST S&P MIDCAP 400 INDEX FUND INV n/a | Common Collective Trusts | — | — | $55K | 1.4% | |
| 1JMTAX JPMORGAN TOTAL RETURN A n/a | Other securities | — | — | $53K | 1.3% | |
| 1DEVLX DELAWARE SMALL CAP VALUE A n/a | Other securities | — | — | $46K | 1.1% | |
| Participant Loans Interest rates range from 4.25 to 9.50% n/a | Bonds / Notes | — | — | $41K | 1.0% | |
| 1LCEAX INVESCO DIVERSIFIED DIVIDEND A n/a | Mutual Funds | — | — | $30K | 0.7% | |
| 1JWGRX1 JANUS HENDERSON GLOBAL RESEARCH S n/a | Mutual Funds | — | — | $28K | 0.7% | |
| 1MSFRX MFS TOTAL RETURN A n/a | Mutual Funds | — | — | $26K | 0.6% | |
| 1PAIGX T. ROWE PRICE INTL VALUE EQUITY ADV n/a | Other securities | — | — | $25K | 0.6% | |
| 1PONAX PIMCO INCOME A n/a | Mutual Funds | — | — | $15K | 0.4% | |
| 1PFOAX PIMCO INT BOND (USD-HEDGED) A n/a | U.S. Treasuries | — | — | $13K | 0.3% | |
| 1PBHAX PGIM HIGH-YIELD A n/a | Other securities | — | — | $10K | 0.2% | |
| 1HRSCX CARILLON EAGLE SMALL CAP GROWTH A n/a | Other securities | — | — | $7K | 0.2% | |
| 1O1GAX INVESCO OPPENHEIMER INT'L GROWTH A n/a | Mutual Funds | — | — | $3K | <0.1% | |
| IMXREX GREAT-WEST REAL ESTATE INDEX FUND INV n/a | Common Collective Trusts | — | — | $3K | <0.1% | |
| PUTMAN RETIREMENT ADVANTAGE 2020 V PUTMAN INVESTMENTS · EIN 26-0788179 / PN 264 | 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.
| MORGAN STANLEY INSURANCE | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |
| MORGAN STANLEY SMITH BARNEY | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MY BENEFITS LLC | — | ATLANTA, GA | CONTRACT ADMIN | $4K | — |
