Anthony M. Ward ESQ. signed DAVE Tomasch Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DAVE Tomasch Inc.'s EIN is 30-0152218.
Download the official 2024 Form 5500 (PDF) for DAVE Tomasch Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DAVE Tomasch Inc.'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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRP Retirement 2035 Fund | Other securities | — | — | $364K | 12.9% | |
| TRP Retirement 2025 Fund | Other securities | — | — | $360K | 12.7% | |
| TRP Retirement 2030 Fund | Other securities | — | — | $317K | 11.2% | |
| TRP Retirement 2055 Fund | Other securities | — | — | $316K | 11.2% | |
| TRP Retirement 2050 Fund | Other securities | — | — | $301K | 10.7% | |
| TRP Retirement 2040 Fund | Other securities | — | — | $263K | 9.3% | |
| TRP Retirement 2020 Fund | Other securities | — | — | $172K | 6.1% | |
| Participant Loans | Participant loans | — | — | $171K | 6.0% | |
| TRP Retirement 2045 Fund | Other securities | — | — | $160K | 5.6% | |
| State Street S&P 500 Index Fund N | Common Collective Trusts | — | — | $89K | 3.1% | |
| TRP Retirement 2015 Fund | Other securities | — | — | $80K | 2.8% | |
| TRP Retirement 2060 Fund | Other securities | — | — | $48K | 1.7% | |
| APEX Capital Preservation Index Fund I | Common Collective Trusts | — | — | $42K | 1.5% | |
| Alger Capital Appreciation Inst Fund I | Other securities | — | — | $39K | 1.4% | |
| JPMorgan U.S. Small Company Fund R6 | Common Stocks | — | — | $20K | 0.7% | |
| Northern Mid Cap Index Fund | Common Collective Trusts | — | — | $18K | 0.6% | |
| Janus Henderson Triton Fund N | Mutual Funds | — | — | $16K | 0.6% | |
| American Funds New World Fund R6 | Mutual Funds | — | — | $12K | 0.4% | |
| Pioneer Bond Fund K | Other securities | — | — | $11K | 0.4% | |
| DWS RREEF Freal Estate Securities Fund R6 | Other securities | — | — | $6K | 0.2% | |
| TRP Retirement 2010 Fund | Other securities | — | — | $4K | 0.1% | |
| Vanguard ST IP Securities Index Fund Admiral | Common Collective Trusts | — | — | $3K | 0.1% | |
| PGIM High Yield Fund R6 | Other securities | — | — | $3K | <0.1% | |
| Invesco Diversified Dividend Fund R6 | Mutual Funds | — | — | $2K | <0.1% | |
| DFA U.S. Small Cap Portfolio Inst | Mutual Funds | — | — | $2K | <0.1% | |
| JPMorgan U.S. Equity Fund R6 | Other securities | — | — | $2K | <0.1% | |
| JPMorgan Small Cap Value Fund R6 | Other securities | — | — | $1K | <0.1% | |
| TRP Retirement 2005 Fund | Other securities | — | — | $1K | <0.1% | |
| JPMorgan Core Bond Fund K | Other securities | — | — | $1K | <0.1% | |
| MFS Total Return Fund R6 | Mutual Funds | — | — | $451 | <0.1% | |
| Marquarie International Core EQ Fund R6 | Other securities | — | — | $141 | <0.1% | |
| Vanguard Developed Market Index Fund Admiral | Common Collective Trusts | — | — | $62 | <0.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE US INFL PROT BD IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 363 | 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.
