Eric Myerholtz signed Tompkins Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tompkins Solutions, Inc.'s EIN is 56-1273771.
Download the official 2024 Form 5500 (PDF) for Tompkins Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tompkins Solutions, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $60K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $9.0M | 42.3% | |
| CLEARBRIDGE LARGE CAP GR IS | Registered Investment Companies | — | — | $1.9M | 8.9% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $1.2M | 5.9% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $1.2M | 5.6% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $1.1M | 5.1% | |
| WASATCH CORE GROWTH INST | Registered Investment Companies | — | — | $911K | 4.3% | |
| TCW METWEST TOTAL RET BOND PL | Registered Investment Companies | — | — | $664K | 3.1% | |
| FIRST EAGLE GLOBAL FUND I | Registered Investment Companies | — | — | $552K | 2.6% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $453K | 2.1% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $443K | 2.1% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $391K | 1.8% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $364K | 1.7% | |
| NEU MID CAP GROWTH FUND - R6 | Registered Investment Companies | — | — | $356K | 1.7% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $303K | 1.4% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $294K | 1.4% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $219K | 1.0% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $215K | 1.0% | |
| BAIRD AGGREGATE BOND INST | Registered Investment Companies | — | — | $196K | 0.9% | |
| INVESCO DIVERSIFIED DIV R6 | Registered Investment Companies | — | — | $191K | 0.9% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $181K | 0.9% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $178K | 0.8% | |
| LORD ABBETT INTL OPPS R6 | Registered Investment Companies | — | — | $174K | 0.8% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $144K | 0.7% | |
| INVESCO REAL ESTATE FUND R6 | Registered Investment Companies | — | — | $124K | 0.6% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $112K | 0.5% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $94K | 0.4% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $86K | 0.4% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $71K | 0.3% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $49K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $54K |
| — |
