TARA Gary signed TSRC, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TSRC, Inc.'s EIN is 54-1474203.
Download the official 2024 Form 5500 (PDF) for TSRC, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TSRC, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT FIDUCIARY GROUP LLC | 27-4653554 | — | ADVISOR | $86K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2025 Institutional Premium Class | Mutual Funds | — | — | $6.4M | 16.4% | |
| Fidelity Freedom Index 2030 Institutional Premium Class | Mutual Funds | — | — | $5.8M | 14.9% | |
| Fidelity Freedom Index 2035 Institutional Premium Class | Mutual Funds | — | — | $4.9M | 12.4% | |
| Fidelity Freedom Index 2040 Institutional Premium Class | Mutual Funds | — | — | $3.1M | 8.0% | |
| Fidelity Freedom Index 2045 Institutional Premium Class | Mutual Funds | — | — | $2.5M | 6.3% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.2M | 5.6% | |
| Fidelity Freedom Index 2050 Institutional Premium Class | Mutual Funds | — | — | $2.0M | 5.1% | |
| JP Morgan JPMorgan Large Cap Growth R6 | Other securities | — | — | $1.8M | 4.7% | |
| Fidelity Freedom Index 2020 Institutional Premium Class | Mutual Funds | — | — | $1.5M | 3.9% | |
| Fidelity Freedom Index 2055 Institutional Premium Class | Mutual Funds | — | — | $1.4M | 3.7% | |
| Fidelity Freedom Index 2015 Institutional Premium Class | Mutual Funds | — | — | $1.0M | 2.6% | |
| Fidelity Freedom Index Income Fund Institutional Premium Class | Mutual Funds | — | — | $958K | 2.4% | |
| BlackRock Equity Dividend K Shares | Other securities | — | — | $763K | 1.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $632K | 1.6% | |
| Putnam Small Cap Growth R6 | Mutual Funds | — | — | $629K | 1.6% | |
| Fidelity Freedom Index 2060 Institutional Premium Class | Mutual Funds | — | — | $601K | 1.5% | |
| AllianceBernstein AB Global Bond Class I ** 154 Principal International Equity Index Institutional Class | Common Collective Trusts | — | — | $490K | 1.2% | |
| PIMCO Total Return Institutional Class | Mutual Funds | — | — | $469K | 1.2% | |
| American Funds American Funds Corporate Bond Fund R6 | Mutual Funds | — | — | $373K | 1.0% | |
| Notes Receivable from Participants * Participant Loans Various maturities, interest rate range of 3.25% to 9.50% - | Bonds / Notes | — | — | $303K | 0.8% | |
| Fidelity Freedom Index 2010 Institutional Premium Class | Mutual Funds | — | — | $292K | 0.7% | |
| Fidelity Advisor Small Cap Value Class I | Mutual Funds | — | — | $282K | 0.7% | |
| Money Market Fund * Fidelity Government Money Market Fund | Mutual Funds | — | — | $177K | 0.4% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $174K | 0.4% | |
| Fidelity Advisor International Growth Class I | Mutual Funds | — | — | $146K | 0.4% | |
| Galliard Stable Return Fund C | Other securities | — | — | $78K | 0.2% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $78K | 0.2% | |
| s * Fidelity Advisor International Small Cap Class I | Mutual Funds | — | — | $68K | 0.2% | |
| Fidelity Freedom Index 2065 Institutional Premium Class | Mutual Funds | — | — | $46K | 0.1% | |
| Fidelity Freedom Index 2070 Institutional Premium Class ** 405 * Fidelity ST Bond Index | U.S. Treasuries | — | — | $36K | <0.1% | |
| AllianceBernstein AB Bond Inflation Strategy Class I | 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.
