Stacey Roschel signed Trading Technologies International, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trading Technologies International, Inc.'s EIN is 36-4102699.
Download the official 2024 Form 5500 (PDF) for Trading Technologies International, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trading Technologies International, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $112K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $50K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $14.2M | 20.2% | |
| Principal Life Insurance Company LargeCap S&P 500 Index Separate Account NE | Pooled Separate Accounts | — | — | $9.5M | 13.5% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $9.5M | 13.5% | |
| Fidelity Investments Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $3.2M | 4.6% | |
| Schwab Funds Ameritrade SDB Account | Mutual Funds | — | — | $3.2M | 4.6% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $3.0M | 4.3% | |
| Great Gray Trust Company AB US Large Cap Growth CIT (W Series) Class L | Common Collective Trusts | — | — | $2.9M | 4.2% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $2.9M | 4.2% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.9M | 4.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $2.3M | 3.2% | |
| Janus Capital Management LLC Janus Henderson Enterprise N Fund | Mutual Funds | — | — | $2.2M | 3.1% | |
| T. Rowe Price T. Rowe Price Retirement 2040 I Fund | Other securities | — | — | $2.0M | 2.8% | |
| T. Rowe Price T. Rowe Price Retirement 2030 I Fund | Other securities | — | — | $1.8M | 2.6% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.8M | 2.6% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $1.7M | 2.4% | |
| T. Rowe Price T. Rowe Price Retirement 2050 I Fund | Other securities | — | — | $1.6M | 2.3% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $1.6M | 2.3% | |
| The American Funds American Funds EuroPacific Growth R6 Fund | Mutual Funds | — | — | $1.6M | 2.2% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.6M | 2.2% | |
| The American Funds American Funds Capital World Growth & Income R6 Fund | Mutual Funds | — | — | $1.4M | 2.0% | |
| Fidelity Investments Fidelity Total International Index Fund | Common Collective Trusts | — | — | $1.4M | 2.0% | |
| T. Rowe Price T. Rowe Price Retirement 2055 I Fund | Other securities | — | — | $1.3M | 1.8% | |
| Delaware Funds Delaware Small Cap Value R6 Fund | Other securities | — | — | $1.2M | 1.7% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.1M | 1.6% | |
| T. Rowe Price T. Rowe Price Retirement 2045 I Fund | Other securities | — | — | $1.1M | 1.5% | |
| Nuveen Investments Nuveen Real Estate Securities R6 Fund | Mutual Funds | — | — | $890K | 1.3% | |
| JPMorgan Mid Cap Value L Fund | Other securities | — | — | $709K | 1.0% | |
| Dodge & Cox Dodge & Cox Income X Fund | Mutual Funds | — | — | $672K | 1.0% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $665K | 0.9% | |
| Principal Funds, Inc. Principal High Yield R6 Fund | Common Stocks | — | — | $621K | 0.9% | |
| T. Rowe Price T. Rowe Price Retirement 2035 I Fund | Other securities | — | — | $612K | 0.9% | |
| JPMorgan Small Cap Growth R6 Fund | Other securities | — | — | $574K | 0.8% | |
| T. Rowe Price T. Rowe Price Retirement 2025 I Fund | Other securities | — | — | $304K | 0.4% | |
| T. Rowe Price T. Rowe Price Retirement 2060 I Fund | Other securities | — | — | $226K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2020 I Fund | Other securities | — | — | $134K | 0.2% | |
| PIMCO All Asset Institutional Fund | Mutual Funds | — | — | $118K | 0.2% | |
| (E) | Other securities | — | — | $78K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2010 I Fund | Other securities | — | — | $78K | 0.1% | |
| Participant Loans 2029) | Participant loans | — | — | $56K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2065 I Fund | Other securities | — | — | $14K | <0.1% |
