Mark Osborne signed TEC-Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TEC-Corp.'s EIN is 42-1011760.
Download the official 2024 Form 5500 (PDF) for TEC-Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TEC-Corp.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VISIONPOINT ADVISORY GROUP | 46-3329350 | — | 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $19.6M | 96.0% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.7M | 8.4% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $780K | 3.8% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $341K | 1.7% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $310K | 1.5% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $60K | 0.3% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $59K | 0.3% |
