David Curry signed TASK Force TIPS, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TASK Force TIPS, LLC's EIN is 35-1187949.
Download the official 2024 Form 5500 (PDF) for TASK Force TIPS, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TASK Force TIPS, LLC'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 | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $41K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 Investments Fidelity Contrafund K6 | Mutual Funds | — | — | $4.6M | 14.0% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $3.9M | 11.7% | |
| FID FRDM 2040 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $3.9M | 11.7% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $2.7M | 8.2% | |
| FID FRDM 2045 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $2.7M | 8.2% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $2.5M | 7.7% | |
| FID FRDM 2030 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $2.5M | 7.7% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.0M | 6.0% | |
| Fidelity Investments Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $2.0M | 6.0% | |
| Victory Sycamore Victory Sycamore Established Value Fund | Other securities | — | — | $1.4M | 4.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.2M | 3.8% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $1.2M | 3.6% | |
| FID FRDM 2060 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $1.2M | 3.6% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $1.1M | 3.5% | |
| FID FRDM 2050 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $1.1M | 3.5% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $1.1M | 3.4% | |
| FID FRDM 2055 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $1.1M | 3.4% | |
| Fidelity Investments Fidelity Puritan Fund K | Mutual Funds | — | — | $1.1M | 3.4% | |
| Baird Mid Cap Institutional Fund | Other securities | — | — | $1.1M | 3.3% | |
| Fidelity Investments Fidelity International Discovery Fund K | Mutual Funds | — | — | $1.0M | 3.2% | |
| American Beacon Funds ABF Large Cap Value Fund R6 | Other securities | — | — | $989K | 3.0% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $723K | 2.2% | |
| FID FRDM 2025 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $723K | 2.2% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $688K | 2.1% | |
| FID FRDM 2035 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $688K | 2.1% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $635K | 1.9% | |
| FID FRDM 2020 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $635K | 1.9% | |
| Participants all outstanding notes. - | Other securities | — | — | $598K | 1.8% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund - Inv. Class | Common Collective Trusts | — | — | $404K | 1.2% | |
| BlackRock Total Return Fund Class K | Other securities | — | — | $378K | 1.1% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $371K | 1.1% | |
| FID FRDM 2065 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $371K | 1.1% | |
| Allspring Government Securities Fund | Other securities | — | — | $341K | 1.0% | |
| Virtus Seix Virtus Seiz High Yield Fund Class I | Other securities | — | — | $290K | 0.9% | |
| Fidelity Investments Fidelity Strategic Income Fund | Mutual Funds | — | — | $267K | 0.8% | |
| Direhaus Emerging Markets Growth Fund | Other securities | — | — | $175K | 0.5% | |
| Allspring Special Small Cap Value Fund | Other securities | — | — | $91K | 0.3% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $65K | 0.2% | |
| FID FRDM 2015 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $65K | 0.2% | |
| s * Fidelity Investments Fidelity Government Money Market | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $9K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN | 41-0746749 | — | ACCOUNTANT/AUDITOR | $21K | — |
