TONI Fuller signed Thomas Precision Machining, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thomas Precision Machining, Inc.'s EIN is 39-1385167.
Download the official 2024 Form 5500 (PDF) for Thomas Precision Machining, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thomas Precision Machining, 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 | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $38K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Retirement Fund | Mutual Funds | — | — | $2.8M | 17.0% | |
| American Funds 2050 Target Retirement Fund | Mutual Funds | — | — | $2.5M | 15.0% | |
| American Funds 2035 Target Retirement Fund | Mutual Funds | — | — | $2.5M | 14.7% | |
| American Funds 2040 Target Retirement Fund | Mutual Funds | — | — | $2.2M | 13.2% | |
| American Funds 2045 Target Retirement Fund | Mutual Funds | — | — | $1.9M | 11.4% | |
| American Funds 2055 Target Retirement Fund | Mutual Funds | — | — | $1.2M | 7.4% | |
| Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $684K | 4.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $602K | 3.6% | |
| American Funds 2025 Target Retirement Fund | Mutual Funds | — | — | $516K | 3.1% | |
| Federated Hermes MDT Small Cap Growth Fund 54 American Century Global Real Estate Fund 51 American Funds High Income Fund 51 * Fidelity Mid Cap Index Fund 53 * Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $403K | 2.4% | |
| American Funds 2015 Target Retirement Fund | Mutual Funds | — | — | $399K | 2.4% | |
| American Funds 2060 Target Retirement Fund | Mutual Funds | — | — | $341K | 2.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $307K | 1.8% | |
| American Funds 2020 Target Retirement Fund | Mutual Funds | — | — | $99K | 0.6% | |
| American Funds 2065 Target Retirement Fund | Mutual Funds | — | — | $95K | 0.6% | |
| MFS New Discovery Value Fund 52 Vanguard Developed Market Index Fund | Common Collective Trusts | — | — | $50K | 0.3% | |
| Carillon Eagle Mid-Cap Growth Fund | Other securities | — | — | $6K | <0.1% | |
| Hartford Strategic Income Fund 696 Blackrock Strategic Global Bond Fund 49 Alliance Bernstein Bond Inflation Strategy Fund 94 Vanguard Windsor ADM 51 MFS Mid Cap Value Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $5K | <0.1% | |
| American Funds New World Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
