Jason Prescott signed Tolomatic, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tolomatic, Inc.'s EIN is 41-0800494.
Download the official 2024 Form 5500 (PDF) for Tolomatic, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tolomatic, 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 | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP CORPORATE SERVICES (MN) INC | 41-1505971 | — | ADVISOR | $51K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRP Retirement 2035 I Mutual Fund N/A | Other securities | — | — | $5.4M | 13.4% | |
| TRP Retirement 2030 I Mutual Fund N/A | Other securities | — | — | $4.8M | 11.9% | |
| Fidelity 500 Index Mutual Fund N/A | Common Collective Trusts | — | — | $3.2M | 8.0% | |
| TRP Retirement 2045 I Mutual Fund N/A | Other securities | — | — | $3.2M | 8.0% | |
| TRP Retirement 2040 I Mutual Fund N/A | Other securities | — | — | $2.6M | 6.5% | |
| Fidelity Govt Money Market Mutual Fund N/A 812 * Fidelity Total Bond Mutual Fund N/A | Mutual Funds | — | — | $2.3M | 5.7% | |
| TRP Retirement 2050 I Mutual Fund N/A | Other securities | — | — | $2.3M | 5.6% | |
| CRLN S Mid Cap I Mutual Fund N/A | Other securities | — | — | $2.0M | 5.0% | |
| JPM Lg Cap Growth R6 Mutual Fund N/A | Other securities | — | — | $2.0M | 4.8% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.7M | 4.1% | |
| TRP Retirement 2060 I Mutual Fund N/A | Other securities | — | — | $1.5M | 3.8% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.1% | |
| TRP Retirement 2025 I Mutual Fund N/A | Other securities | — | — | $1.2M | 3.0% | |
| JPM Intl Equity R6 Mutual Fund N/A | Other securities | — | — | $1.2M | 3.0% | |
| Fidelity Mid Cap Index Mutual Fund N/A | Mutual Funds | — | — | $1.2M | 3.0% | |
| Fidelity Balanced Mutual Fund N/A | Mutual Funds | — | — | $1.0M | 2.6% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $731K | 1.8% | |
| TRP Retirement 2020 I Mutual Fund N/A | Other securities | — | — | $656K | 1.6% | |
| SMALL CAP VAL II I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $552K | 1.4% | |
| TRP Retirement 2055 I Mutual Fund N/A | Other securities | — | — | $519K | 1.3% | |
| Fidelity Small Cap Index Mutual Fund N/A | Mutual Funds | — | — | $377K | 0.9% | |
| Participant Loans 4.25 - 9.50% -0- | Bonds / Notes | — | — | $312K | 0.8% | |
| Fidelity Intl Index Mutual Fund N/A | Mutual Funds | — | — | $175K | 0.4% | |
| Vang Gnma Adm Mutual Fund N/A | Agency / Mortgage-Backed | — | — | $151K | 0.4% | |
| Fidelity US Bond Index Mutual Fund N/A | Mutual Funds | — | — | $11K | <0.1% |
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 |
|---|---|---|---|---|---|
| LEWIS, KISCH & ASSOCIATES, LTD. | 41-1620961 | — | ACCOUNTANT/AUDITOR | $8K | — |
