Lauren Wojcik signed TGF Management Group Holdco Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TGF Management Group Holdco Inc.'s EIN is 26-2180750.
Download the official 2023 Form 5500 (PDF) for TGF Management Group Holdco Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)TGF Management Group Holdco Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM FINANCIAL SERVICES | 27-2998861 | — | ADVISOR | $50K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MFS Lifetime 2035 R6 | Mutual Funds | — | $245K | $4.1M | 21.5% | |
| MFS Lifetime 2030 R6 | Mutual Funds | — | $145K | $2.3M | 12.0% | |
| MFS Lifetime 2045 R6 | Mutual Funds | — | $105K | $1.9M | 10.0% | |
| MFS Lifetime Inc R6 | Mutual Funds | — | $120K | $1.5M | 7.7% | |
| MFS Lifetime 2025 R6 | Mutual Funds | — | $110K | $1.4M | 7.5% | |
| AB Lg Cap Grth I | Other securities | — | $13K | $1.2M | 6.5% | |
| MFS Lifetime 2040 R6 | Mutual Funds | — | $56K | $1.0M | 5.4% | |
| Fid Total Mkt Idx | Common Collective Trusts | — | $6K | $836K | 4.4% | |
| MFS Lifetime 2050 R6 | Mutual Funds | — | $36K | $771K | 4.1% | |
| Fid Total Bond | Mutual Funds | — | $71K | $684K | 3.6% | |
| Fid Intl Cap Apprec | Mutual Funds | — | $21K | $545K | 2.9% | |
| Fidelity Managed Income Portfolio | Mutual Funds | — | $554K | $535K | 2.8% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $535K | 2.8% | |
| MFS Value R6 | Mutual Funds | — | $10K | $476K | 2.5% | |
| JPM Us Small Co R6 | Common Stocks | — | $20K | $352K | 1.8% | |
| Fid Mid Cap Idx | Common Collective Trusts | — | $9K | $265K | 1.4% | |
| MFS Lifetime 2055 R6 | Mutual Funds | — | $14K | $259K | 1.4% | |
| Fid Emerging Mkts K | Mutual Funds | — | $4K | $140K | 0.7% | |
| MFS Lifetime 2060 R6 | Mutual Funds | — | $9K | $136K | 0.7% | |
| AF Balanced R6 | Other securities | — | $4K | $133K | 0.7% | |
| NB Strategic Inc R6 | Common Stocks | — | $13K | $126K | 0.7% | |
| Notes Receivable from Participants 4.25%-9.50% Various Maturities | Bonds / Notes | — | — | $105K | 0.6% | |
| Col Sm Cap Val I I3 | Other securities | — | $1K | $51K | 0.3% | |
| Fid Real Estate Invs | Mutual Funds | — | $1K | $47K | 0.2% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | $1K | $36K | 0.2% | |
| MM Mid Cap Grth I | Other securities | — | $2K | $33K | 0.2% | |
| Vang Smcpvl Idx Adm 186 | Common Collective Trusts | — | — | $14K | <0.1% | |
| JPM Lg Cap Growth R6 84 | Other securities | — | — | $5K | <0.1% | |
| JPM Us Equity R6 164 | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSPC, CERTIFIED PUBLIC ACCOUNTANTS | 22-2951202 | — | ACCOUNTANT/AUDITOR | $10K | — |
