Sigrid Rocovitz signed Teacher Created Materials, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Teacher Created Materials, Inc.'s EIN is 33-0004235.
Download the official 2024 Form 5500 (PDF) for Teacher Created Materials, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Teacher Created Materials, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $108K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS L |
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $7.0M | 22.2% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $4.6M | 14.4% | |
| INDEXSELECT MODERATE REITRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $2.8M | 8.7% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $2.8M | 8.7% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $2.0M | 6.4% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $1.9M | 6.1% | |
| General Account Guaranteed Account | Other securities | — | — | $1.4M | 4.4% | |
| Pioneer Bond K Mutual Fund | Other securities | — | — | $1.4M | 4.3% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $967K | 3.1% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $850K | 2.7% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $762K | 2.4% | |
| LARGE CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $702K | 2.2% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $491K | 1.5% | |
| DFA Emerging Markets Core Equity I Mutual Fund | Mutual Funds | — | — | $442K | 1.4% | |
| MFS International Intrinsic Value R6 Mutual Fund | Mutual Funds | — | — | $435K | 1.4% | |
| Pimco Income Instl Mutual Fund | Mutual Funds | — | — | $327K | 1.0% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $293K | 0.9% | |
| Invesco Discovery R6 Mutual Fund | Mutual Funds | — | — | $287K | 0.9% | |
| Allspring Special Small Cap Value R6 Mutual Fund | Other securities | — | — | $247K | 0.8% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CR GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $206K | 0.7% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 000 | Common Collective Trust | — | — | $200K | 0.6% | |
| MID CAP GROWTH FUND II CLASS R1 GREAT GRAY · EIN 38-7304118 / PN 183 | Common Collective Trust | — | — | $184K | 0.6% | |
| MassMutual High Yield I Mutual Fund | Other securities | — | — | $133K | 0.4% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $113K | 0.4% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $88K | 0.3% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $84K | 0.3% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $81K | 0.3% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $81K | 0.3% | |
| Calvert Equity R6 Mutual Fund | Other securities | — | — | $40K | 0.1% | |
| MFS Global Real Estate R6 Mutual Fund | Mutual Funds | — | — | $37K | 0.1% | |
| MFS VALUE R3 MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO DEVELOPING MARKETS Y INVESCO · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS INTL. INTRINSIC VALUE R3 MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO DISCOVERY Y INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 81-4447624 / PN 303 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | 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.
| — |
| IRVINE, CA |
| INVESTMENT ADVISOR |
| $69K |
| — |
