Christine Chambers signed Tech Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tech Systems, Inc.'s EIN is 58-1895929.
Download the official 2024 Form 5500 (PDF) for Tech Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tech Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $34K | — |
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 | |||||
|---|---|---|---|---|---|---|
| ( a ) Identity of Issue Description Cost Current Value American Century Investments American Century Growth Fund a | Other securities | — | — | $2.3M | 9.9% | |
| Vanguard Group Vanguard 500 Index Fund a | Common Collective Trusts | — | — | $2.2M | 9.8% | |
| The American Funds American Balanced R6 Fund a | Mutual Funds | — | — | $2.0M | 8.6% | |
| T. ROWE PRICE RTM 2040 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $1.5M | 6.7% | |
| Federated Investors Trust Company Federated Hermes Capital Preservation R6 Pricing Fund a | Common Stocks | — | — | $1.4M | 6.2% | |
| FEDERATED HERM CAP PRES R6P FD FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.4M | 6.2% | |
| T. ROWE PRICE RTM 2025 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.2M | 5.4% | |
| T. ROWE PRICE RTM 2045 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.2M | 5.0% | |
| Vanguard Group Vanguard Equity Income Fund a | Mutual Funds | — | — | $1.1M | 4.8% | |
| T. ROWE PRICE RTM 2030 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.1M | 4.7% | |
| T. ROWE PRICE RTM 2035 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.0M | 4.4% | |
| Fidelity Investments Fidelity International Index Fund a | Common Collective Trusts | — | — | $950K | 4.1% | |
| T. ROWE PRICE RTM 2050 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $922K | 4.0% | |
| MFS Investment Management MFS Mid Cap Value Fund a | Mutual Funds | — | — | $809K | 3.5% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value Portfolio a | Mutual Funds | — | — | $704K | 3.1% | |
| T. ROWE PRICE RTM 2055 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $699K | 3.0% | |
| Dodge and Cox Funds Dodge & Cox Income Fund a | Mutual Funds | — | — | $689K | 3.0% | |
| T. Rowe Price Trust Company T. Rowe Price Rtm 2015 Tr Cl C a 107 T. Rowe Price Trust Company T. Rowe Price Rtm 2010 Tr Cl C a 107 * Participant Loans Notes receivable from participants with interest rates of 4.25% to 9.50% - | Bonds / Notes | — | — | $557K | 2.4% | |
| Oppenheimer Invesco Discovery Fund a | Mutual Funds | — | — | $464K | 2.0% | |
| Fidelity Investments Fidelity Small Cap Index Fund a | Common Collective Trusts | — | — | $378K | 1.6% | |
| T. ROWE PRICE RTM 2060 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $314K | 1.4% | |
| Fidelity Investments Fidelity Mid Cap Index Fund a | Common Collective Trusts | — | — | $307K | 1.3% | |
| Fidelity Investments Fidelity International Sustainability Index Fund a | Common Collective Trusts | — | — | $288K | 1.3% | |
| Fidelity Investments Fidelity U.S. Sustainability Index Fund a | Common Collective Trusts | — | — | $198K | 0.9% | |
| Macquarie Mid Cap Growth Fund a | Other securities | — | — | $187K | 0.8% | |
| T. ROWE PRICE RTM 2020 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $155K | 0.7% | |
| Fidelity Investments Fidelity Real Estate Investment Portfolio a | Mutual Funds | — | — | $127K | 0.6% | |
| PIMCO Funds PIMCO International Bond Fund U.S. Dollar-Hedged a | Mutual Funds | — | — | $100K | 0.4% | |
| The American Funds American U.S. Government Securities Fund a | Mutual Funds | — | — | $31K | 0.1% | |
| T. ROWE PRICE RTM 2065 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $26K | 0.1% | |
| T. ROWE PRICE RTM 2010 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $108 | <0.1% | |
| T. ROWE PRICE RTM 2015 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $108 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
