Brieanna Sterne signed Transwestern Commercial Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Transwestern Commercial Services LLC's EIN is 36-4232023.
Download the official 2024 Form 5500 (PDF) for Transwestern Commercial Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Transwestern Commercial Services LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $148K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $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.
| MARCADO ASSET MANAGEMENT, LLC |
| 82-1492364 |
| — |
| CONSULTANT |
| $22K |
| — |
| HAYNES & BOONE, LLP | 75-1312888 | — | CONSULTANT | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MITCHELL & TITUS, LL | 13-2781641 | — | ACCOUNTANT/AUDITOR | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund K Mutual fund | Mutual Funds | — | — | $37.3M | 14.5% | |
| Fidelity 500 Index Institutional Mutual fund | Common Collective Trusts | — | — | $27.1M | 10.6% | |
| Fidelity Freedom Balanced 2030 Q Mutual fund | Mutual Funds | — | — | $15.6M | 6.1% | |
| FID FRDM BLND 2030 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $15.6M | 6.1% | |
| Vanguard Windsor II Admiral Mutual fund | Mutual Funds | — | — | $15.0M | 5.8% | |
| Fidelity Freedom Balanced 2050 Q Mutual fund | Mutual Funds | — | — | $14.5M | 5.7% | |
| FID FRDM BLND 2050 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $14.5M | 5.7% | |
| Fidelity Freedom Balanced 2040 Q Mutual fund | Mutual Funds | — | — | $14.3M | 5.6% | |
| FID FRDM BLND 2040 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $14.3M | 5.6% | |
| Fidelity Freedom Balanced 2035 Q Mutual fund | Mutual Funds | — | — | $14.0M | 5.5% | |
| FID FRDM BLND 2035 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $14.0M | 5.5% | |
| Fidelity Freedom Balanced 2045 Q Mutual fund | Mutual Funds | — | — | $12.0M | 4.7% | |
| FID FRDM BLND 2045 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $12.0M | 4.7% | |
| Fidelity Freedom Balanced 2025 Q Mutual fund | Mutual Funds | — | — | $11.1M | 4.3% | |
| FID FRDM BLND 2025 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $11.1M | 4.3% | |
| Fidelity Freedom Balanced 2055 Q Mutual fund | Mutual Funds | — | — | $9.5M | 3.7% | |
| FID FRDM BLND 2055 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $9.5M | 3.7% | |
| Fidelity Total Bond K Mutual fund | Mutual Funds | — | — | $8.0M | 3.1% | |
| Fidelity Managed Income Portfolio Common collective trust fund | Common Collective Trusts | — | — | $7.6M | 3.0% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $7.2M | 2.8% | |
| Fidelity Balanced K Mutual fund | Mutual Funds | — | — | $6.7M | 2.6% | |
| Fidelity External Market Index Mutual fund | Mutual Funds | — | — | $5.8M | 2.3% | |
| Fidelity Diversified International K Mutual fund | Mutual Funds | — | — | $4.9M | 1.9% | |
| Victory Sycamore Established Value Fund Mutual fund | Other securities | — | — | $4.9M | 1.9% | |
| Fidelity Freedom Balanced 2020 Q Mutual fund | Mutual Funds | — | — | $4.8M | 1.9% | |
| FID FRDM BLND 2020 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $4.8M | 1.9% | |
| ABF Small Cap Values PA Mutual fund | Other securities | — | — | $4.8M | 1.9% | |
| Fidelity Global EX US Idx Pr Mutual fund | Common Collective Trusts | — | — | $4.7M | 1.8% | |
| Fidelity Freedom Balanced 2060 Q Mutual fund | Mutual Funds | — | — | $4.6M | 1.8% | |
| FID FRDM BLND 2060 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $4.6M | 1.8% | |
| Brokerage Link Common stock | Self-Directed Brokerage | — | — | $4.4M | 1.7% | |
| Carillon Eagle Mid Cap Growth I Fund Mutual fund | Other securities | — | — | $4.1M | 1.6% | |
| Fidelity US Bond Idx Pr Mutual fund | Common Collective Trusts | — | — | $3.9M | 1.5% | |
| Mutual fund | Mutual Funds | — | — | $3.2M | 1.2% | |
| Trp Small-Cap Value I Mutual fund | Other securities | — | — | $2.2M | 0.9% | |
| Harding Loevner International Equity Mutual funds | Other securities | — | — | $2.2M | 0.9% | |
| Participant loans receivable Interest rates range from 6.25% | Bonds / Notes | — | — | $2.1M | 0.8% | |
| Cohen & Steers Reality Mutual fund | Other securities | — | — | $1.9M | 0.7% | |
| Fidelity international Small Cap Opp Mutual fund | Mutual Funds | — | — | $1.7M | 0.6% | |
| Fidelity Freedom Balanced 2065 Q Mutual fund | Mutual Funds | — | — | $998K | 0.4% | |
| FID FRDM BLND 2065 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $998K | 0.4% | |
| Cash | Cash / Money Market | — | — | $741K | 0.3% | |
| Fidelity Freedom Balanced 2015 Q Mutual fund | Mutual Funds | — | — | $477K | 0.2% | |
| FID FRDM BLND 2015 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $477K | 0.2% | |
| Fidelity Freedom Balanced 2010 Q Mutual fund | Mutual Funds | — | — | $467K | 0.2% | |
| FID FRDM BLND 2010 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $467K | 0.2% | |
| External mutual funds | Other securities | — | — | $423K | 0.2% | |
| Fidelity mutual fund | Mutual Funds | — | — | $357K | 0.1% | |
| Fidelity Freedom Blend Income Q Mutual fund | Mutual Funds | — | — | $296K | 0.1% | |
| FID FRDM BLEND INC Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $296K | 0.1% |
