CHAD Armstrong signed Team Industries Holding Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Team Industries Holding Corporation's EIN is 41-1760698.
Download the official 2024 Form 5500 (PDF) for Team Industries Holding Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Team Industries Holding Corporation's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $130K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 Target Retirement 2040 fund Mutual Fund | Mutual Funds | — | — | $14.4M | 14.1% | |
| Vanguard Target Retirement 2035 fund Mutual Fund | Mutual Funds | — | — | $13.6M | 13.3% | |
| Vanguard Target Retirement 2030 fund Mutual Fund | Mutual Funds | — | — | $13.0M | 12.7% | |
| Vanguard Target Retirement 2025 fund Mutual Fund | Mutual Funds | — | — | $8.3M | 8.2% | |
| Vanguard Target Retirement 2045 fund Mutual Fund | Mutual Funds | — | — | $7.6M | 7.4% | |
| Vanguard 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $5.4M | 5.3% | |
| MGL Large Cap Growth Y Mutual Fund | Other securities | — | — | $4.3M | 4.2% | |
| Vanguard Target Retirement 2050 fund Mutual Fund | Mutual Funds | — | — | $4.3M | 4.2% | |
| T Rowe Price Retirement 2050 Fund I Class Mutual Fund 547 Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Money Market Fund | Mutual Funds | — | — | $3.5M | 3.4% | |
| Vanguard Target Retirement 2055 fund Mutual Fund | Mutual Funds | — | — | $3.1M | 3.1% | |
| Loans to Participants Interest rates at 4.25%-9.50% | Bonds / Notes | — | — | $2.9M | 2.9% | |
| Putnam Large Cap Value Fund Class A Mutual Fund | Mutual Funds | — | — | $2.7M | 2.6% | |
| T Rowe Price Diversified Mid Cap Growth Fund I Class Mutual Fund | Mutual Funds | — | — | $2.3M | 2.2% | |
| Fidelity International Growth Fund Mutual Fund | Mutual Funds | — | — | $2.2M | 2.2% | |
| Vanguard Target Retirement 2060 fund Mutual Fund | Mutual Funds | — | — | $2.1M | 2.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.5M | 1.5% | |
| Dodge & Cox Income Fund Class X Mutual Fund | Mutual Funds | — | — | $1.5M | 1.5% | |
| Putnam Small Cap Growth Fund Class A Mutual Fund | Mutual Funds | — | — | $1.5M | 1.4% | |
| Vanguard Target Retirement 2020 fund Mutual Fund | Mutual Funds | — | — | $1.4M | 1.3% | |
| Vanguard Small Cap Index Adm Mutual Fund | Mutual Funds | — | — | $1.3M | 1.3% | |
| Vanguard Target Retirement 2065 fund Mutual Fund | Mutual Funds | — | — | $1.1M | 1.0% | |
| Participant - Directed Brokerage Accounts Brokerage Accounts | Self-Directed Brokerage | — | — | $909K | 0.9% | |
| Fidelity Small Cap Value Fund Mutual Fund | Mutual Funds | — | — | $770K | 0.8% | |
| Victory Short Term Bond Fund R6 Shares Mutual Fund | Other securities | — | — | $707K | 0.7% | |
| Vanguard Target Retirement Income Fund Mutual Fund | Mutual Funds | — | — | $675K | 0.7% | |
| MFS Mid Cap Value Fund Class R3 Mutual Fund | Mutual Funds | — | — | $540K | 0.5% | |
| T Rowe Price Retirement 2030 Fund I Class Mutual Fund | Mutual Funds | — | — | $290K | 0.3% | |
| T Rowe Price Retirement 2025 Fund I Class Mutual Fund | Mutual Funds | — | — | $125K | 0.1% | |
| Vanguard Target Retirement 2070 fund Mutual Fund | Mutual Funds | — | — | $108K | 0.1% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $47K | <0.1% | |
| T Rowe Price Retirement 2035 Fund I Class Mutual Fund | Mutual Funds | — | — | $38K | <0.1% | |
| T Rowe Price Retirement 2045 Fund I Class Mutual Fund | Mutual Funds | — | — | $35K | <0.1% | |
| T Rowe Price Retirement 2040 Fund I Class Mutual Fund | Mutual Funds | — | — | $30K | <0.1% | |
| Fidelity US Bond Indiex Fund Mutual Fund | Mutual Funds | — | — | $24K | <0.1% | |
| MANAGED ACCOUNT FIT AGGRESSIVE C FIDUCIARY INVESTMENT TRUST · EIN 47-6646422 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MANAGED ACCOUNT FIT BALANCED C FIDUCIARY INVESTMENT TRUST · EIN 47-6652256 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MANAGED ACCOUNT FIT CONSERVATIVE C FIDUCIARY INVESTMENT TRUST · EIN 47-6658632 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MANAGED ACCOUNT FIT GR C FIDUCIARY INVESTMENT TRUST · EIN 47-6649174 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MANAGED ACCT FIT MOD CNSRV C FIDUCIARY INVESTMENT TRUST · EIN 47-6655437 / 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.
| PRIME CAPITAL INVESTMENT ADVISORS |
| 82-1364595 |
| — |
| CONSULTANT |
| $54K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
