Jaheida Sanchez signed Tillys' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tillys' EIN is 33-0065819.
Download the official 2024 Form 5500 (PDF) for Tillys from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tillys' plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS LIFETIME 2040 R3 | Mutual Funds | — | — | $4.9M | 10.4% | |
| MFS LIFETIME 2060 R3 | Mutual Funds | — | — | $4.7M | 10.0% | |
| MFS LIFETIME 2045 R3 | Mutual Funds | — | — | $4.7M | 10.0% | |
| MFS LIFETIME 2050 R3 | Mutual Funds | — | — | $4.3M | 9.1% | |
| MFS LIFETIME 2030 R3 | Mutual Funds | — | — | $4.1M | 8.8% | |
| s * Fidelity Management Trust Company Fidelity Contract Fund | Mutual Funds | — | — | $3.7M | 7.8% | |
| Fidelity Management Trust Company Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.6M | 7.7% | |
| MFS LIFETIME 2055 R3 | Mutual Funds | — | — | $3.6M | 7.6% | |
| MFS LIFETIME 2035 R3 | Mutual Funds | — | — | $3.5M | 7.4% | |
| Money Market Fund * Fidelity Management Trust Company Fidelity Govt Money Market Fund | Mutual Funds | — | — | $1.7M | 3.7% | |
| MFS LIFETIME INC R3 | Mutual Funds | — | — | $1.4M | 2.9% | |
| MFS LIFETIME 2025 R3 | Mutual Funds | — | — | $1.3M | 2.8% | |
| MFS INTL EQUITY R6 | Mutual Funds | — | — | $930K | 2.0% | |
| Allsprings Fund Trust Allspring Special Mid Cap Value Fund | Other securities | — | — | $724K | 1.5% | |
| JP Morgan JP Morgan small cap growth fund | Other securities | — | — | $603K | 1.3% | |
| Baird Cord Plus Bond Fund | Other securities | — | — | $592K | 1.3% | |
| Janus Henderson Janus Henedrson Enterprise Fund | Mutual Funds | — | — | $567K | 1.2% | |
| JP Morgan JP Morgan Equity fund | Other securities | — | — | $526K | 1.1% | |
| Participant Loans 4.25% to 9.50% - | Bonds / Notes | — | — | $525K | 1.1% | |
| Goldman Sachs Goldman Sachs Small Cap Value Fund | Other securities | — | — | $282K | 0.6% | |
| Fidelity Management Trust Company Fidelity Balanced Fund | Mutual Funds | — | — | $228K | 0.5% | |
| Fidelity Management Trust Company Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $185K | 0.4% | |
| JP Morgan JP Morgan Emerging markets equity fund | Other securities | — | — | $168K | 0.4% | |
| Fidelity Management Trust Company Fidelity International Index Fund | Common Collective Trusts | — | — | $163K | 0.3% | |
| Fidelity Management Trust Company Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $58K | 0.1% | |
| BlackRock BlakRock Strategic Global Bond Fund K | 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.
