Eric Stevens signed Technical and Project Engineering, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Technical and Project Engineering, LLC's EIN is 56-2341783.
Download the official 2024 Form 5500 (PDF) for Technical and Project Engineering, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Technical and Project Engineering, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FERGUSON PRIVATE WEALTH MANAGEMENT | — | LANSDOWNE, VA | INVESTMENT ADVISOR | $56K | — |
| BRINKER CAPITAL, INC. | 23-2829742 | — | INVESTMENT MANAGER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT, LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Fund | Mutual Funds | — | — | $2.6M | 24.8% | |
| iShares Core MSCI Total International Stock Fund | Other securities | — | — | $1.2M | 11.4% | |
| iShares Core US Aggregate Bond Fund | Other securities | — | — | $913K | 8.6% | |
| DoubleLine Total Return Bond I Fund | Other securities | — | — | $843K | 8.0% | |
| Self-Directed Brokerage Account Charles Schwab Personal Choice Retirement Account Fund | Self-Directed Brokerage | — | — | $547K | 5.2% | |
| Vanguard Mega Cap Fund | Mutual Funds | — | — | $459K | 4.3% | |
| Interest-Bearing Cash * AdvisorTrust FDIC Insured DDA | Cash / Money Market | — | — | $376K | 3.6% | |
| iShares Core High Dividend Fund | Other securities | — | — | $348K | 3.3% | |
| Touchstone Small Cap Value Institutional Fund | Other securities | — | — | $331K | 3.1% | |
| iShares Core S&P 500 Fund | Common Collective Trusts | — | — | $310K | 2.9% | |
| Driehaus Small Cap Growth Institutional Fund | Other securities | — | — | $237K | 2.2% | |
| Causeway International Small Cap Fund | Other securities | — | — | $226K | 2.1% | |
| iShares Core 1-5 Year USD Bond Fund | Other securities | — | — | $202K | 1.9% | |
| Brandywine Global High Yield Fund | Other securities | — | — | $182K | 1.7% | |
| Nuveen Real Asset Income Fund | Mutual Funds | — | — | $174K | 1.6% | |
| iShares Core S&P Mid--Cap Fund | Other securities | — | — | $152K | 1.4% | |
| RiverPark Strategic Income Institutional Fund | Other securities | — | — | $149K | 1.4% | |
| Driehaus Event Driven Fund | Other securities | — | — | $145K | 1.4% | |
| JPMorgan Strategic Income Opportunities Fund | Other securities | — | — | $140K | 1.3% | |
| DoubleLine Low Duration Emerging Markets Fixed Income Fund | Other securities | — | — | $137K | 1.3% | |
| Palm Valley Capital Fund Investor Fund | Other securities | — | — | $135K | 1.3% | |
| Touchstone Mid Cap Institutional Fund | Other securities | — | — | $113K | 1.1% | |
| iShares Core Dividend Growth Fund | Other securities | — | — | $107K | 1.0% | |
| 10.50%, collateralized by participant accounts | Bonds / Notes | — | — | $87K | 0.8% | |
| iShares Core S&P Small-Cap Fund | Other securities | — | — | $77K | 0.7% | |
| BNY Mellon Natural Resources Fund | Other securities | — | — | $61K | 0.6% | |
| William Blair Large Cap Growth Fund | Other securities | — | — | $56K | 0.5% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $54K | 0.5% | |
| iShares North American Natural Resources Fund | Other securities | — | — | $38K | 0.4% | |
| JPMorgan High Yield Fund | Other securities | — | — | $35K | 0.3% | |
| DoubleLine Low Duration Bond Fund | Other securities | — | — | $28K | 0.3% | |
| Baron Emerging Markets Retail Fund | Other securities | — | — | $23K | 0.2% | |
| Principal Real Estate Securities Fund | Other securities | — | — | $16K | 0.1% | |
| MFS Value Fund | Mutual Funds | — | — | $15K | 0.1% | |
| iShares Core MSCI Emerging Markets Fund | Other securities | — | — | $13K | 0.1% | |
| Bloomberg Barclays High Yield Bond Fund | Other securities | — | — | $11K | 0.1% | |
| Fuller & Thaler Behavioral Small Cap Equity Fund | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 23-3038464 |
| — |
| CONTRACT ADMINISTRATOR |
| $0 |
| — |
