Cheryl Douglas signed TT Group Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TT Group Industries, Inc.'s EIN is 56-1536704.
Download the official 2024 Form 5500 (PDF) for TT Group Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TT Group Industries, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT, INC. | 33-0905143 | — | CONSULTANT | $32K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| RAYMOND JAMES & ASSOCIATES INC | 59-1237041 | — | ADVISOR | $30K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
| ADMINISTRATIVE FIDUCIARY SERVICES | 46-2919997 | — | CONSULTANT | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | ACCOUNTANT/AUDITOR | $34K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity 500 Index Fund N/R | Mutual Funds | — | — | $10.7M | 15.9% | |
| Purchase Account Insurance Company General Account Lincoln National Life Insurance Lincoln Stable Value Fund N/R | Stable Value | — | — | $8.9M | 13.2% | |
| Common Collective Trusts Great Gray Trust Company AB US Large Cap Growth Fund N/R | Common Collective Trusts | — | — | $6.0M | 9.0% | |
| AB US LG CP GR CIT W GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $6.0M | 9.0% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $4.2M | 6.3% | |
| MFS Lifetime MFS Lifetime 2025 Fund Class R6 N/R | Mutual Funds | — | — | $3.7M | 5.5% | |
| MFS Lifetime MFS Lifetime 2035 Fund Class R6 N/R | Mutual Funds | — | — | $3.6M | 5.3% | |
| American Funds American Funds American Balanced N/R | Mutual Funds | — | — | $2.9M | 4.4% | |
| Fund Class R-6 MFS Lifetime MFS Lifetime 2030 Fund Class R6 N/R | Mutual Funds | — | — | $2.9M | 4.3% | |
| MFS Lifetime MFS Lifetime 2050 Fund Class R6 N/R | Mutual Funds | — | — | $2.7M | 4.1% | |
| MFS Lifetime MFS Lifetime 2040 Fund Class R6 N/R | Mutual Funds | — | — | $2.4M | 3.6% | |
| JP Morgan JPM Mid Cap Grth R6 N/R | Other securities | — | — | $1.8M | 2.7% | |
| MFS Lifetime MFS Lifetime Income Fund R6 N/R | Mutual Funds | — | — | $1.7M | 2.5% | |
| Fidelity Investments Fidelity Total Bond Fund N/R | Mutual Funds | — | — | $1.7M | 2.5% | |
| MFS Lifetime MFS Lifetime 2060 Fund Class R6 N/R | Mutual Funds | — | — | $1.6M | 2.4% | |
| MFS Lifetime MFS Lifetime 2045 Fund Class R6 N/R | Mutual Funds | — | — | $1.5M | 2.3% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $1.4M | 2.1% | |
| Fidelity Investments Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $1.4M | 2.0% | |
| Fidelity Investments Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $1.2M | 1.7% | |
| Fidelity Investments Fidelity Government Money Market N/R | Mutual Funds | — | — | $1.2M | 1.7% | |
| Fund MFS Lifetime MFS Lifetime 2055 Fund Class R6 N/R | Mutual Funds | — | — | $1.1M | 1.6% | |
| Company Participant Loans * Participant Loans Interest rates: 4.50% - 10.50% $0 | Bonds / Notes | — | — | $1.0M | 1.5% | |
| Fidelity Investments Fidelity Extended Market Index N/R | Mutual Funds | — | — | $1.0M | 1.5% | |
| Fund * Fidelity Investments Fidelity U.S. Bond Index Fund N/R | Common Collective Trusts | — | — | $870K | 1.3% | |
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $641K | 1.0% | |
| Goldman Sachs Goldman Sachs Small Cap Value N/R | Other securities | — | — | $618K | 0.9% | |
| * Emerson Electric Co. Emerson Electric Co Stock N/R | Common Stocks | — | — | $280K | 0.4% | |
| MID CAP VALUE FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $0 | <0.1% |
