Grace KANG signed TAE Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TAE Technologies, Inc.'s EIN is 46-0506342.
Download the official 2024 Form 5500 (PDF) for TAE Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TAE Technologies, Inc.'s plan includes 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 | -$36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Fund | Other securities | — | $0 | $10.4M | 15.2% | |
| Fidelity Overseas Fund | Mutual Funds | — | $5.2M | $8.6M | 12.6% | |
| Fidelity Small Cap Growth Fund | Mutual Funds | — | $3.6M | $5.2M | 7.6% | |
| Fidelity Puritan Fund | Mutual Funds | — | $2.2M | $3.6M | 5.3% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | $2.3M | $3.6M | 5.3% | |
| T. Rowe Price Retirement 2010 Fund | Other securities | — | $2.3M | $3.4M | 5.0% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | $0 | $2.9M | 4.3% | |
| Fidelity Real Estate Investment Portfolio | Mutual Funds | — | $1.8M | $2.5M | 3.7% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | $1.9M | $2.3M | 3.4% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | $0 | $2.3M | 3.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | $1.4M | $2.2M | 3.2% | |
| T. Rowe Price Retirement 2005 Fund | Other securities | — | $1.9M | $2.1M | 3.0% | |
| T. Rowe Price Retirement 2015 Fund | Other securities | — | $10.4M | $1.9M | 2.8% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | $0 | $1.9M | 2.8% | |
| Fidelity Small Cap Value Fund | Mutual Funds | — | $1.2M | $1.8M | 2.7% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | $0 | $1.7M | 2.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | $2.1M | $1.4M | 2.0% | |
| John Hancock Funds Disciplined Value Fund | Other securities | — | $3.4M | $1.2M | 1.8% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | $0 | $1.1M | 1.6% | |
| Fidelity OTC Portfolio | Mutual Funds | — | $2.5M | $1.1M | 1.6% | |
| Allspring Special Mid Cap Value-Fund | Other securities | — | $247K | $961K | 1.4% | |
| T. Rowe Price Retirement 2065 Fund | Other securities | — | $0 | $799K | 1.2% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | $137K | $797K | 1.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | $3.6M | $797K | 1.2% | |
| Fidelity Growth Company Fund | Mutual Funds | — | $797K | $789K | 1.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $181K | $728K | 1.1% | |
| Fidelity International Capital Appreciation Fund | Mutual Funds | — | $1.1M | $505K | 0.7% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | $0 | $504K | 0.7% | |
| Participant loans | Participant loans | — | $0 | $504K | 0.7% | |
| Fidelity Blue Chip Growth Fund | Mutual Funds | — | $789K | $398K | 0.6% | |
| Allspring Short-Term Bond Plus Fund | Other securities | — | $398K | $334K | 0.5% | |
| Fidelity Contrafund | Mutual Funds | — | $505K | $247K | 0.4% | |
| Fidelity Global ex US Index Fund | Common Collective Trusts | — | $137K | $181K | 0.3% | |
| Fidelity Investment Grade Bond Fund | Mutual Funds | — | $8.6M | $137K | 0.2% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | $0 | $54K | <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 |
|---|---|---|---|---|---|
| SINGERLEWAK LLC | 95-2302617 | — | ACCOUNTANT\ AUDITOR | $34K | — |
