Lindsay Simmons signed Threat TEC, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Threat TEC, LLC's EIN is 45-5545790.
Download the official 2024 Form 5500 (PDF) for Threat TEC, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Threat TEC, LLC'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 |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement 2040 | Other securities | — | — | $866K | 16.1% | |
| JPMorgan SmartRetirement 2035 | Other securities | — | — | $794K | 14.7% | |
| JPMorgan SmartRetirement 2030 | Other securities | — | — | $504K | 9.4% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $454K | 8.4% | |
| JPMorgan SmartRetirement 2045 | Other securities | — | — | $407K | 7.6% | |
| JPMorgan SmartRetirement 2025 | Other securities | — | — | $383K | 7.1% | |
| JPMorgan SmartRetirement 2050 | Other securities | — | — | $332K | 6.2% | |
| JPMorgan SmartRetirement 2055 | Other securities | — | — | $119K | 2.2% | |
| Vanguard High-Yield Corporate | Mutual Funds | — | — | $114K | 2.1% | |
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $103K | 1.9% | |
| JPMorgan SmartRetirement 2020 | Other securities | — | — | $96K | 1.8% | |
| JPMorgan Mid Cap Growth | Other securities | — | — | $87K | 1.6% | |
| JPMorgan SmartRetirement 2060 | Other securities | — | — | $87K | 1.6% | |
| MFS Investment Management MFS Growth | Mutual Funds | — | — | $75K | 1.4% | |
| Vanguard Explorer | Mutual Funds | — | — | $64K | 1.2% | |
| American Funds American Funds American Balanced | Mutual Funds | — | — | $53K | 1.0% | |
| Dimensional Fund Advisors DFA US Targeted Value I | Mutual Funds | — | — | $46K | 0.8% | |
| Vanguard Total Intl. Stock Index | Mutual Funds | — | — | $40K | 0.7% | |
| JPMorgan SmartRetirement Income | Other securities | — | — | $39K | 0.7% | |
| 1JPM-F | Other securities | — | $38K | $38K | 0.7% | |
| PARTICIPANT LOANS VARIOUS | Participant loans | — | $34K | $34K | 0.6% | |
| Dimensional Fund Advisors DFA Commodity Strategy I | Mutual Funds | — | — | $18K | 0.3% | |
| American Funds American Funds New World | Mutual Funds | — | — | $15K | 0.3% | |
| Allspring Special Mid Cap Value | Other securities | — | — | $11K | 0.2% | |
| American Funds American Funds Washington Mutual | Mutual Funds | — | — | $4K | <0.1% | |
| PIMCO Income Instl. | Mutual Funds | — | — | $2K | <0.1% | |
| MFS Investment Management MFS Research International | Mutual Funds | — | — | $2K | <0.1% | |
| Dimensional Fund Advisors DFA Inflation-Protected Securities I | 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.
