Jenna Brock signed Techcxo, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Techcxo, LLC's EIN is 46-1536536.
Download the official 2024 Form 5500 (PDF) for Techcxo, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Techcxo, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| RET2030 I MUTUAL FUNDS | Other securities | — | — | $5.0M | 11.9% | |
| RET2035 I MUTUAL FUNDS | Other securities | — | — | $4.8M | 11.5% | |
| T. ROWE PRICE DIVIDEND GROWTH I MUTUAL FUNDS | Other securities | — | — | $3.1M | 7.5% | |
| FIDELITY 500 INDEX MUTUAL FUNDS | Common Collective Trusts | — | — | $2.9M | 6.9% | |
| RET2025 I MUTUAL FUNDS | Other securities | — | — | $2.2M | 5.2% | |
| RET2045 I MUTUAL FUNDS | Other securities | — | — | $2.1M | 4.9% | |
| T. ROWE PRICE STABLE VALUE N MUTUAL FUNDS | Stable Value | — | — | $2.0M | 4.9% | |
| RET2020 I MUTUAL FUNDS | Other securities | — | — | $1.8M | 4.2% | |
| RET2040 I MUTUAL FUNDS | Other securities | — | — | $1.5M | 3.7% | |
| FIDELITY TOTAL MARKET INDEX MUTUAL FUNDS | Common Collective Trusts | — | — | $1.4M | 3.4% | |
| TIAA-CREF LARGE-CAP GR IDX INSTL MUTUAL FUNDS | Common Collective Trusts | — | — | $1.4M | 3.2% | |
| SCHWAB BROKERAGE MUTUAL FUNDS | Mutual Funds | — | — | $1.2M | 2.8% | |
| T. ROWE PRICE BLUE CHIP GROWTH I MUTUAL FUNDS | Other securities | — | — | $927K | 2.2% | |
| PGIM SHORT-TERM CORPORATE BD R6 MUTUAL FUNDS | Other securities | — | — | $860K | 2.0% | |
| RET2050 I MUTUAL FUNDS | Other securities | — | — | $776K | 1.8% | |
| JPMORGAN MID-CAP GROWTH R6 MUTUAL FUNDS | Other securities | — | — | $668K | 1.6% | |
| RET2065 I MUTUAL FUNDS | Other securities | — | — | $614K | 1.5% | |
| BLACKROCK 80/20 TARGET ALLOCATION K MUTUAL FUNDS | Other securities | — | — | $586K | 1.4% | |
| MFS VALUE R6 MUTUAL FUNDS | Mutual Funds | — | — | $497K | 1.2% | |
| INVESCO GOLD & SPEC MNRL R6 MUTUAL FUNDS | Mutual Funds | — | — | $472K | 1.1% | |
| RET2055 I MUTUAL FUNDS | Other securities | — | — | $470K | 1.1% | |
| RET2015 I MUTUAL FUNDS | Other securities | — | — | $430K | 1.0% | |
| VANGUARD MID CAP INDEX MUTUAL FUNDS | Mutual Funds | — | — | $429K | 1.0% | |
| PARTICIPANT LOANS 4.24 - 9.5% | Bonds / Notes | — | — | $424K | 1.0% | |
| VANGUARD SMALL CAP INDEX ADM MUTUAL FUNDS | Mutual Funds | — | — | $388K | 0.9% | |
| BLACKROCK 60/40 TARGET ALLOCATION K MUTUAL FUNDS | Other securities | — | — | $384K | 0.9% | |
| AMERICAN FUNDS STRATEGIC BOND R-6 MUTUAL FUNDS | Mutual Funds | — | — | $258K | 0.6% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 MUTUAL FUNDS | Mutual Funds | — | — | $247K | 0.6% | |
| T. ROWE PRICE GLOBAL STOCK I MUTUAL FUNDS | Other securities | — | — | $229K | 0.5% | |
| VANGUARD INTERNATIONAL GROWTH ADM MUTUAL FUNDS | Mutual Funds | — | — | $210K | 0.5% | |
| LORD ABBETT GROWTH LEADERS R6 MUTUAL FUNDS | Mutual Funds | — | — | $204K | 0.5% | |
| FIDELITY EMERGING MARKETS INDEX MUTUAL FUNDS | Mutual Funds | — | — | $174K | 0.4% | |
| VANGUARD TOTAL BOND MKT INDEX MUTUAL FUNDS | Mutual Funds | — | — | $158K | 0.4% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R MUTUAL FUNDS | Mutual Funds | — | — | $156K | 0.4% | |
| LORD ABBETT DEVELOPING GROWTH R6 MUTUAL FUNDS | Mutual Funds | — | — | $142K | 0.3% | |
| BLACKROCK 40/60 TARGET ALLOCATION K MUTUAL FUNDS | Other securities | — | — | $113K | 0.3% | |
| AMG RIVER ROAD SMALL CAP VALUE I MUTUAL FUNDS | Other securities | — | — | $78K | 0.2% | |
| AMERICAN FUNDS BOND FUND OF AMER R6 MUTUAL FUNDS | Mutual Funds | — | — | $68K | 0.2% | |
| RET2060 I MUTUAL FUNDS | Other securities | — | — | $66K | 0.2% | |
| AMERICAN FUNDS SMALLCAP WORLD R6 MUTUAL FUNDS | Mutual Funds | — | — | $42K | 0.1% | |
| TOUCHSTONE MID CAP GROWTH R6 MUTUAL FUNDS | Other securities | — | — | $42K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
