Alina Shaffer signed TECO Energy, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TECO Energy, Inc.'s EIN is 59-2052286.
Download the official 2024 Form 5500 (PDF) for TECO Energy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TECO Energy, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | — | NONE | $228K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE LARGE CAP GROWTH TR C T. ROWE PRICE TRUST COMPANY · EIN 84-0467907 / PN 003 | Common Collective Trust | — | — | $154.5M | 13.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $137.3M | 12.1% | |
| BLACKROCK EQUITY INDEX FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-4368878 / PN 001 | Common Collective Trust | — | — | $106.3M | 9.4% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $87.8M | 7.8% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $75.7M | 6.7% | |
| Dodge & Cox Stock Fund Mutual Fund | Mutual Funds | — | — | $71.8M | 6.3% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $63.0M | 5.6% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $62.5M | 5.5% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $51.9M | 4.6% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $50.9M | 4.5% | |
| Artisan Mid Cap Fund Mutual Fund | Mutual Funds | — | — | $33.7M | 3.0% | |
| Vanguard Rtmnt Income Trust | Mutual Funds | — | — | $28.9M | 2.6% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $28.9M | 2.6% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $28.8M | 2.5% | |
| Dodge & Cox International Growth Fund Mutual Fund | Mutual Funds | — | — | $27.4M | 2.4% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $25.6M | 2.3% | |
| PIMCO Total Return Fund Mutual Fund | Mutual Funds | — | — | $21.1M | 1.9% | |
| *** Participant Loans | Participant loans | — | — | $20.9M | 1.8% | |
| Vanguard Selected Value Mutual Fund | Mutual Funds | — | — | $20.6M | 1.8% | |
| Dimensional Fund Advisors Small Cap Fund Mutual Fund | Mutual Funds | — | — | $19.0M | 1.7% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $16.2M | 1.4% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $7.0M | 0.6% | |
| BLACKROCK RUSSELL 2500 INDEX M BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 46-0741542 / PN 001 | Common Collective Trust | — | — | $6.9M | 0.6% | |
| BLACKROCK US DEBT INDEX FD W BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3385892 / PN 001 | Common Collective Trust | — | — | $6.8M | 0.6% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX M BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-4431141 / PN 001 | Common Collective Trust | — | — | $3.9M | 0.3% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.1% | |
| Target Rtmnt Income and Growth Trust | Other securities | — | — | $955K | <0.1% | |
| TARGET RETIREMENT INCM AND GRWTH TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $955K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
