Lindsey Stafford signed Teoco Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Teoco Corporation's EIN is 54-1727406.
Download the official 2024 Form 5500 (PDF) for Teoco Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Teoco Corporation'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 | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
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 Management & Research Company LLC FID 500 INDEX | Common Collective Trusts | — | — | $11.5M | 19.8% | |
| Fidelity Management & Research Company LLC FID BLUE CHIP GR K6 | Mutual Funds | — | — | $8.8M | 15.1% | |
| Fidelity Management & Research Company LLC FID OTC K6 | Mutual Funds | — | — | $6.3M | 10.7% | |
| Fidelity Management & Research Company LLC FID CONTRAFUND K6 | Mutual Funds | — | — | $5.0M | 8.5% | |
| FLEXPATH+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 001 | Common Collective Trust | — | — | $5.0M | 8.5% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.3M | 3.9% | |
| Fidelity Management & Research Company LLC FID MID CAP IDX | Common Collective Trusts | — | — | $2.1M | 3.7% | |
| Fidelity Management & Research Company LLC FID LOW PRICED STK K6 | Mutual Funds | — | — | $1.9M | 3.3% | |
| FLEXPATH+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 001 | Common Collective Trust | — | — | $1.8M | 3.1% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.8M | 3.0% | |
| Fidelity Management & Research Company LLC FID DIVERSIFD INTL K6 | Mutual Funds | — | — | $1.7M | 2.9% | |
| Sycamore Capital VICTORY S ESTB VAL I | Other securities | — | — | $1.4M | 2.4% | |
| PIMCO INCOME INST | Mutual Funds | — | — | $1.3M | 2.3% | |
| Fidelity Management Trust Company FID US BOND IDX | Common Collective Trusts | — | — | $1.0M | 1.8% | |
| Fidelity Management & Research Company LLC FID INVST GR BD | Mutual Funds | — | — | $997K | 1.7% | |
| Fidelity Management & Research Company LLC FID SMALL CAP GR K6 | Mutual Funds | — | — | $980K | 1.7% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $877K | 1.5% | |
| FLEXPATH+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 001 | Common Collective Trust | — | — | $872K | 1.5% | |
| Fidelity Management & Research Company LLC FID SM CAP IDX | Common Collective Trusts | — | — | $675K | 1.2% | |
| Fidelity Management & Research Company LLC FID INTL INDEX | Mutual Funds | — | — | $509K | 0.9% | |
| C&S US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $479K | 0.8% | |
| EMERGING MKTS II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $337K | 0.6% | |
| SMALL CAP VAL II I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $183K | 0.3% | |
| FLEXPATH+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 001 | Common Collective Trust | — | — | $149K | 0.3% | |
| Participant loans Interest rate: 5.25% - 10.50%, maturing through 2029 -0- | Bonds / Notes | — | — | $116K | 0.2% | |
| FLEXPATH+AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 001 | Common Collective Trust | — | — | $114K | 0.2% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $71K | 0.1% | |
| FLEXPATH+CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 001 | Common Collective Trust | — | — | $31K | <0.1% | |
| FLEXPATH+AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 001 | Common Collective Trust | — | — | $25K | <0.1% | |
| FLEXPATH+AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 001 | Common Collective Trust | — | — | $13K | <0.1% | |
| FLEXPATH+CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 001 | Common Collective Trust | — | — | $8K | <0.1% | |
| FLEXPATH+MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3216409 / PN 242 | Common Collective Trust | — | — | $3K | <0.1% | |
| FLEXPATH+AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 001 | Common Collective Trust | — | — | $890 | <0.1% | |
| FLEXPATH+CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 001 | Common Collective Trust | — | — | $254 | <0.1% | |
| GG EMERGING MKTS I1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3216409 / PN 240 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 001 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| PBMARES, LLP | 54-0737372 | — | ACCOUNTANT | $10K | — |
