Dan Wilson signed TFC, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TFC, Inc.'s EIN is 45-0361974.
Download the official 2024 Form 5500 (PDF) for TFC, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TFC, Inc.'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 |
|---|---|---|---|---|---|
| BELL BANK | 45-0283315 | — | NONE | $149K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BELL TARGET TODAY FUND BELL BANK · EIN 37-6541283 / PN 001 | Common Collective Trust | — | — | $8.1M | 9.9% | |
| BELL TARGET RETIREMENT 2050 FUND BELL BANK · EIN 61-6468478 / PN 001 | Common Collective Trust | — | — | $7.7M | 9.4% | |
| BELL TARGET RETIREMENT 2035 FUND BELL BANK · EIN 30-6351854 / PN 001 | Common Collective Trust | — | — | $7.4M | 9.0% | |
| BELL TARGET RETIREMENT 2045 FUND BELL BANK · EIN 30-6351855 / PN 001 | Common Collective Trust | — | — | $7.0M | 8.6% | |
| BELL TARGET RETIREMENT 2055 FUND5 BELL BANK · EIN 37-6541235 / PN 001 | Common Collective Trust | — | — | $6.5M | 8.0% | |
| BELL TARGET RETIREMENT 2040 FUND BELL BANK · EIN 35-7019612 / PN 001 | Common Collective Trust | — | — | $6.3M | 7.7% | |
| BELL TARGET RETIREMENT 2030 FUND BELL BANK · EIN 38-3903642 / PN 001 | Common Collective Trust | — | — | $6.2M | 7.6% | |
| BELL AGGRESSIVE GROWTH FUND BELL BANK · EIN 35-2315675 / PN 001 | Common Collective Trust | — | — | $4.6M | 5.6% | |
| BELL TARGET RETIREMENT 2060 FUND BELL BANK · EIN 36-7662154 / PN 001 | Common Collective Trust | — | — | $4.2M | 5.2% | |
| Vanguard 500 Index Admiral Fund Mutual fund N/A | Common Collective Trusts | — | — | $3.4M | 4.2% | |
| BELL MODERATE GROWTH BELL BANK · EIN 20-1146868 / PN 001 | Common Collective Trust | — | — | $3.2M | 3.9% | |
| Vanguard Information Technology Ind Adm Mutual fund N/A | Mutual Funds | — | — | $2.4M | 2.9% | |
| T. Rowe Price Instl Large Cap Core Growth Mutual fund N/A | Other securities | — | — | $2.1M | 2.6% | |
| Vanguard Equity-Income Admiral Fund Mutual fund N/A | Mutual Funds | — | — | $1.7M | 2.1% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.9% | |
| BELL TARGET RETIREMENT 2065 FUND BELL BANK · EIN 84-6989280 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.8% | |
| Notes receivable from participants Maturing 2025 - 2029 at interest rates of 4.25% - 9.50% - | Bonds / Notes | — | — | $1.4M | 1.7% | |
| John Hancock Funds Disciplined Value Mutual fund N/A | Other securities | — | — | $851K | 1.0% | |
| Vanguard Small Cap Value Index Admiral Fund Mutual fund N/A | Mutual Funds | — | — | $812K | 1.0% | |
| John Hancock III Disciplined Value R6 Mutual fund N/A | Other securities | — | — | $755K | 0.9% | |
| BELL BALANCED FUND BELL BANK · EIN 20-1146941 / PN 001 | Common Collective Trust | — | — | $691K | 0.8% | |
| Vanguard Mid Cap Index Admiral Fund Mutual fund N/A | Mutual Funds | — | — | $559K | 0.7% | |
| American Funds Europacific GR R6 Fund Mutual fund N/A | Mutual Funds | — | — | $422K | 0.5% | |
| Vanguard Small Cap Growth Index Fund Mutual fund N/A | Common Collective Trusts | — | — | $404K | 0.5% | |
| JPMorgan Mid Cap Growth Fund Mutual fund N/A | Other securities | — | — | $387K | 0.5% | |
| Driehaus Emerging Markets Growth Mutual fund N/A | Other securities | — | — | $309K | 0.4% | |
| Dodge & Cox Income Fund Class X Mutual fund N/A | Mutual Funds | — | — | $306K | 0.4% | |
| Self-Directed Brokerage Account Common stock, money market deposit account, exchange traded funds N/A | Self-Directed Brokerage | — | — | $251K | 0.3% | |
| BELL MODERATE INCOME BELL BANK · EIN 20-1146969 / PN 001 | Common Collective Trust | — | — | $212K | 0.3% | |
| Dodge & Cox Global Bond Fund Class X Mutual fund N/A | Mutual Funds | — | — | $155K | 0.2% | |
| BELL INCOME FUND BELL BANK · EIN 35-2315676 / PN 001 | Common Collective Trust | — | — | $70K | <0.1% | |
| Eaton Vance Income Fund of Boston R6 Mutual fund N/A | Other securities | — | — | $39K | <0.1% | |
| BELL TARGET RETIREMENT 2025 FUND BELL BANK · EIN 30-6351858 / 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.
