Teamwork Services, Inc.'s EIN is 58-1863048.
Download the official 2024 Form 5500 (PDF) for Teamwork Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Teamwork Services, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $80K |
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.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $56K | — |
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | NONE | $54K | — |
| TEMPLETON AND COMPANY | 14-1918990 | — | NONE | $20K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $8.3M | 15.5% | |
| JP Morgan JPMorgan Large Cap Growth Fund (R6) | Other securities | — | — | $6.6M | 12.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $5.9M | 11.0% | |
| JP Morgan JPMorgan US Value Fund (R6) | Other securities | — | — | $4.9M | 9.0% | |
| The Standard Insurance Company APEX Guaranteed Fixed Interest Fund | Common Stocks | — | — | $4.3M | 8.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $3.9M | 7.3% | |
| Dodge & Cox Dodge & Cox Global Bond Fund (I) | Mutual Funds | — | — | $3.0M | 5.7% | |
| PIONEER BOND FUND TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $2.6M | 4.9% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $2.2M | 4.0% | |
| MFS International Diversification (R6) | Mutual Funds | — | — | $2.1M | 3.9% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.4M | 2.6% | |
| COHEN & STEERS COLLECTIVE INVESTMEN SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $1.2M | 2.3% | |
| Fidelity Freedom Index 2045 Fund (Prem) | Mutual Funds | — | — | $1.1M | 2.0% | |
| PGIM High Yield Fund (R6) | Other securities | — | — | $904K | 1.7% | |
| American Funds American Funds New World Fund (R6) | Mutual Funds | — | — | $805K | 1.5% | |
| Fidelity Freedom Index 2035 Fund (Prem) | Mutual Funds | — | — | $709K | 1.3% | |
| Fidelity Freedom Index 2055 Fund (Prem) | Mutual Funds | — | — | $673K | 1.2% | |
| Loans to participants, interest rates ranging from * Notes receivable from participants - 3.25% to 9.50%, various maturities. | Bonds / Notes | — | — | $665K | 1.2% | |
| Fidelity Freedom Index 2030 Fund (Prem) | Mutual Funds | — | — | $654K | 1.2% | |
| Fidelity Freedom Index 2040 Fund (Prem) | Mutual Funds | — | — | $512K | 1.0% | |
| Fidelity Freedom Index 2025 Fund (Prem) | Mutual Funds | — | — | $354K | 0.7% | |
| Fidelity Freedom Index 2050 Fund (Prem) | Mutual Funds | — | — | $320K | 0.6% | |
| Charles Schwab PCRA Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $221K | 0.4% | |
| Fidelity Freedom Index 2020 Fund (Prem) | Mutual Funds | — | — | $80K | 0.1% | |
| Charles Schwab Cash Holding Account | Mutual Funds | — | — | $78K | 0.1% | |
| Fidelity Freedom Index Income (Prem) | Mutual Funds | — | — | $34K | <0.1% | |
| Fidelity Freedom Index 2065 Fund (Prem) | Mutual Funds | — | — | $15K | <0.1% | |
| Fidelity Freedom Index 2060 Fund (Prem) | Mutual Funds | — | — | $1K | <0.1% |
