Chris Cattoor signed Timesavers Acquisition, LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Timesavers Acquisition, LLC.'s EIN is 37-1743331.
Download the official 2024 Form 5500 (PDF) for Timesavers Acquisition, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Timesavers Acquisition, LLC.'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 | $34K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INC |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.7M | 13.8% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $2.0M | 10.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $2.0M | 10.2% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $1.2M | 6.3% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 5.7% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.0M | 5.2% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $914K | 4.8% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $850K | 4.4% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $694K | 3.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $666K | 3.5% | |
| INVESCO DISCOVERY R6 | Registered Investment Companies | — | — | $608K | 3.2% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $585K | 3.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $564K | 2.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $515K | 2.7% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $388K | 2.0% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $330K | 1.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $310K | 1.6% | |
| AMER BEACON SMCP VAL R5 | Registered Investment Companies | — | — | $298K | 1.5% | |
| JPMORGAN MID CAP VALUE FUND R6 | Registered Investment Companies | — | — | $236K | 1.2% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $210K | 1.1% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $200K | 1.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $192K | 1.0% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $181K | 0.9% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $178K | 0.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $168K | 0.9% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $139K | 0.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $116K | 0.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $98K | 0.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $61K | 0.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $60K | 0.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $56K | 0.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $52K | 0.3% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $49K | 0.3% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $46K | 0.2% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $15K | <0.1% | |
| BLACKROCK INFL PROTECT BOND K | Registered Investment Companies | — | — | $2K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $2K | <0.1% | |
| ONEAMERICA STABLE VALUE Z BMO HARRIS BANK N. A. · EIN 39-6490539 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3194849 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $28K |
| — |
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT/FINANCIAL ADVI | $9K | — |
