Pamela Perez signed Tactical Engineering & Analysis, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tactical Engineering & Analysis, Inc.'s EIN is 33-0830317.
Download the official 2024 Form 5500 (PDF) for Tactical Engineering & Analysis, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tactical Engineering & Analysis, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSEY ASSET MANAGEMENT | 45-5139913 | — | ADVISOR/INVESTMENT ADV | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 - | Mutual Funds | — | — | $4.2M | 11.9% | |
| Fidelity 500 Index - | Common Collective Trusts | — | — | $3.6M | 10.3% | |
| Fidelity Government Money Market - | Mutual Funds | — | — | $2.8M | 8.1% | |
| Fidelity Advisor Technology Z - | Mutual Funds | — | — | $2.8M | 7.9% | |
| Invesco Comstock Fund - | Mutual Funds | — | — | $2.7M | 7.9% | |
| Fidelity Large Cap Growth Index - | Mutual Funds | — | — | $2.5M | 7.1% | |
| Fidelity Freedom Index 2035 - | Mutual Funds | — | — | $2.4M | 6.8% | |
| Fidelity Freedom Index 2040 - | Mutual Funds | — | — | $2.2M | 6.3% | |
| Fidelity Freedom Index 2055 - | Mutual Funds | — | — | $1.9M | 5.5% | |
| Fidelity Freedom Index 2050 - | Mutual Funds | — | — | $1.8M | 5.1% | |
| Fidelity Freedom Index 2030 - | Mutual Funds | — | — | $1.7M | 5.0% | |
| Fidelity Small Cap Index Fund - | Common Collective Trusts | — | — | $1.1M | 3.2% | |
| Fidelity Mid Cap Index - | Mutual Funds | — | — | $727K | 2.1% | |
| Fidelity Freedom Index 2060 - | Mutual Funds | — | — | $646K | 1.9% | |
| Fidelity Freedom Index Inc - | Mutual Funds | — | — | $574K | 1.6% | |
| Fidelity Energy I - | Mutual Funds | — | — | $565K | 1.6% | |
| Fidelity Freedom Index 2025 - | Mutual Funds | — | — | $518K | 1.5% | |
| Fidelity Freedom Index 2065 - | Mutual Funds | — | — | $442K | 1.3% | |
| Fidelity Advisor Gold Z - | Mutual Funds | — | — | $334K | 1.0% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $323K | 0.9% | |
| Fidelity International Index - | Mutual Funds | — | — | $319K | 0.9% | |
| Fidelity Advisors Utilities Z - | Mutual Funds | — | — | $300K | 0.9% | |
| August 2029. -0- | Other securities | — | — | $189K | 0.5% | |
| Fidelity US Bond Index - | Mutual Funds | — | — | $118K | 0.3% | |
| Fidelity Freedom Index 2020 - | Mutual Funds | — | — | $39K | 0.1% | |
| Fidelity Health Care Z - | Mutual Funds | — | — | $38K | 0.1% | |
| Blackrock Global Allocation Fund - | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 81-3433658 |
| — |
| ADVISOR |
| $14K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEIHAUS, CPA PC | 88-0926982 | — | ACCOUNTANT/AUDITOR | $12K | — |
