Richard M. Villa signed TCW, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TCW, LLC's EIN is 47-5226798.
Download the official 2024 Form 5500 (PDF) for TCW, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TCW, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | — | NONE | $28K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
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 | |||||
|---|---|---|---|---|---|---|
| NT CIT S&P 500 INDEX DC NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $80.2M | 23.1% | |
| Charles Schwab Trust Bank Self-Directed Accounts | Self-Directed Brokerage | — | — | $41.2M | 11.9% | |
| TCW Inv Mgmt, Co. Select Equities Fund | Common Stocks | — | — | $38.0M | 11.0% | |
| Galliard Capital Management Retirement Income Fund | Other securities | — | — | $21.6M | 6.2% | |
| WILMGTTR CIT II GALLIARD RET INC FD WILMINGTON TRUST, N.A. · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $21.6M | 6.2% | |
| TCW Inv Mgmt, Co. Relative Value Large Cap Fund | Common Stocks | — | — | $20.3M | 5.9% | |
| METROPOLITAN WEST TTL RTN BD P Registered Investment Company | Common Stocks | — | — | $17.8M | 5.1% | |
| Vanguard Small Cap Index Institutional | Mutual Funds | — | — | $11.5M | 3.3% | |
| Europacific Growth R6 | Other securities | — | — | $7.9M | 2.3% | |
| TCW EMERGING MKTS INCOME I Registered Investment Company | Common Stocks | — | — | $7.5M | 2.2% | |
| Vanguard Bond Market Index Adm | Mutual Funds | — | — | $7.5M | 2.1% | |
| Vanguard Total Institutional Stock Index Adm | Mutual Funds | — | — | $7.0M | 2.0% | |
| Dimensional Fund Advisors Emerging Markets Core Equity | Mutual Funds | — | — | $6.8M | 2.0% | |
| TCW Inv Mgmt, Co. Total Return Bond Fund | Common Stocks | — | — | $6.6M | 1.9% | |
| MFS Investment Management Mid Cap Value Fund | Mutual Funds | — | — | $6.5M | 1.9% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $6.4M | 1.9% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $6.3M | 1.8% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $6.0M | 1.7% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $5.4M | 1.5% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $4.7M | 1.3% | |
| Principal SmallCap Growth R6 | Other securities | — | — | $4.4M | 1.3% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $3.9M | 1.1% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $3.9M | 1.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $3.8M | 1.1% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $3.6M | 1.0% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $3.4M | 1.0% | |
| Carillon Eagle Mid Cap Growth R6 | Other securities | — | — | $3.0M | 0.9% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $2.4M | 0.7% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $2.1M | 0.6% | |
| with various maturities through March 2040 0 | Other securities | — | — | $1.5M | 0.4% | |
| Delware Small Cap Core R6 | Other securities | — | — | $1.4M | 0.4% | |
| Cohen & Steers Institutional Realty Shares | Other securities | — | — | $490K | 0.1% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $433K | 0.1% | |
| The Lincoln National Life Insurance Company Insurance Contract (Cash Surrender Value) | Cash / Money Market | — | — | $198K | <0.1% | |
| OUTSIDE ASSET - Other Assets | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $3K |
| — |
