Chris Jones signed TPG Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TPG Holdings, LLC's EIN is 27-0372200.
Download the official 2024 Form 5500 (PDF) for TPG Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TPG Holdings, LLC'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| MID ATLANTIC CAPITAL CORPORATION |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $412K | 17.0% | |
| T. Rowe Price T. Rowe Price Ret 2030 | Other securities | — | — | $347K | 14.3% | |
| T. Rowe Price T. Rowe Price Ret 2040 | Other securities | — | — | $295K | 12.1% | |
| T. Rowe Price T. Rowe Price Ret 2015 * 695 T. Rowe Price T. Rowe Price Ret 2020 | Other securities | — | — | $208K | 8.6% | |
| T. Rowe Price T. Rowe Price Ret 2025 | Other securities | — | — | $136K | 5.6% | |
| T. Rowe Price T. Rowe Price Ret 2045 | Other securities | — | — | $123K | 5.1% | |
| T. Rowe Price T. Rowe Price Ret 2050 | Other securities | — | — | $110K | 4.5% | |
| T. Rowe Price T. Rowe Price Ret 2035 | Other securities | — | — | $101K | 4.2% | |
| Standard Insurance Company Unallocated investment contract - Standard Insurance Company Stable Asset Fund I | Common Stocks | — | — | $100K | 4.1% | |
| T. Rowe Price T. Rowe Price Ret 2055 | Other securities | — | — | $91K | 3.7% | |
| T. Rowe Price T. Rowe Price Ret 2060 | Other securities | — | — | $89K | 3.7% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth | Other securities | — | — | $70K | 2.9% | |
| Vanguard Selected Value Fund | Mutual Funds | — | — | $58K | 2.4% | |
| Participants Participant notes receivable bearing interest at rates from 9.00 to 10.50 percent - | Other securities | — | — | $55K | 2.3% | |
| Voya Mid Cap Opportunities I | Other securities | — | — | $47K | 1.9% | |
| JPMorgan Large Cap Value R3 | Other securities | — | — | $34K | 1.4% | |
| BlackRock Adv Small Cap Core Institutional | Other securities | — | — | $33K | 1.3% | |
| T. Rowe Price T. Rowe Price Retirement Balanced Fund | Other securities | — | — | $29K | 1.2% | |
| Federated International Federated Hermes International Equity IS | Other securities | — | — | $26K | 1.1% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $18K | 0.7% | |
| T. Rowe Price T. Rowe Price Ret 2065 | Other securities | — | — | $11K | 0.4% | |
| T. Rowe Price T. Rowe Price Ret 2010 | Other securities | — | — | $9K | 0.4% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $8K | 0.3% | |
| Fidelity Total International Index | Mutual Funds | — | — | $7K | 0.3% | |
| JPMorgan US Equity R4 * 727 PIMCO Real Return A * 104 State Street State Street Instl US Govt Money Market Premier | Mutual Funds | — | — | $5K | 0.2% | |
| Goldman Sachs Goldman Sachs Bond Institutional | Other securities | — | — | $4K | 0.1% | |
| BlackRock High Yield Bond Investor A | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 25-1409618 |
| — |
| SECURITIES BROKER |
| $0 |
| — |
