Vanessa Caldwell signed Tungsten Automation Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tungsten Automation Corporation's EIN is 33-0114967.
Download the official 2024 Form 5500 (PDF) for Tungsten Automation Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tungsten Automation Corporation'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $140K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA , LLP | 13-5381590 | — | ACCOUNTANT |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $23.2M | 16.2% | |
| FIDELITY CONTRAFUND | Registered Investment Companies | — | — | $21.2M | 14.8% | |
| FIDELITY OTC PORTFOLIO | Registered Investment Companies | — | — | $13.0M | 9.1% | |
| TROWEPRICE RETIREMENT 2040 INV | Registered Investment Companies | — | — | $8.2M | 5.8% | |
| METLIFE RELIANCE STBL VAL 20 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $7.3M | 5.1% | |
| TROWEPRICE RETIREMENT 2030 INV | Registered Investment Companies | — | — | $6.7M | 4.7% | |
| VAN EXT MKT IDX - INST | Registered Investment Companies | — | — | $5.9M | 4.1% | |
| PIMCO INV GRADE CRED BD I2 | Registered Investment Companies | — | — | $5.3M | 3.7% | |
| TRPRICE RETIREMENT 2035 INV | Registered Investment Companies | — | — | $4.7M | 3.3% | |
| TROWEPRICE RETIREMENT 2025 INV | Registered Investment Companies | — | — | $4.2M | 3.0% | |
| TROWEPRICE RETIREMENT 2045 INV | Registered Investment Companies | — | — | $4.0M | 2.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $3.6M | 2.5% | |
| INVESCO EQUITY AND INCOME Y | Registered Investment Companies | — | — | $3.5M | 2.5% | |
| DODGE & COX INTL STOCK I | Registered Investment Companies | — | — | $3.4M | 2.4% | |
| EMP TRP MID CAP GROWTH INST | Registered Investment Companies | — | — | $3.2M | 2.2% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $3.1M | 2.2% | |
| TROWEPRICE RETIRE 2020 INV | Registered Investment Companies | — | — | $2.3M | 1.6% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $2.1M | 1.4% | |
| TROWEPRICE RETIREMENT 2050 INV | Registered Investment Companies | — | — | $2.0M | 1.4% | |
| TROWEPRICE RETIREMENT 2055 INV | Registered Investment Companies | — | — | $2.0M | 1.4% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $1.7M | 1.2% | |
| THORNBURG STRAT INC R6 | Registered Investment Companies | — | — | $1.7M | 1.2% | |
| BNYM GLOBAL STOCK Y | Registered Investment Companies | — | — | $1.7M | 1.2% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $1.6M | 1.2% | |
| ALLSPRING SMALL CO GROWTH INST | Registered Investment Companies | — | — | $1.4M | 1.0% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $1.4M | 0.9% | |
| PIMCO REAL RETURN I2 | Registered Investment Companies | — | — | $1.3M | 0.9% | |
| INVESCO DEVELOPING MKTS R6 | Registered Investment Companies | — | — | $1.0M | 0.7% | |
| T.ROWE PRICE RETIRE BALANCED | Registered Investment Companies | — | — | $747K | 0.5% | |
| TRPRICE RETIREMENT 2010 INV | Registered Investment Companies | — | — | $351K | 0.2% | |
| TROWEPRICE RETIREMENT 2005 INV | Registered Investment Companies | — | — | $266K | 0.2% | |
| TROWEPRICE RETIREMENT 2015 INV | Registered Investment Companies | — | — | $173K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $44K |
| — |
