Javier GILL signed Terry's Electric, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Terry's Electric, Inc.'s EIN is 59-2126995.
Download the official 2024 Form 5500 (PDF) for Terry's Electric, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Terry's Electric, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | RECORD KEEPER | $49K | — |
| VANGUARD | 23-1945930 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement 2035 Inv | Other securities | — | — | $2.6M | 22.1% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Inv | Other securities | — | — | $2.3M | 19.4% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Inv | Other securities | — | — | $1.3M | 11.1% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Inv | Other securities | — | — | $1.1M | 9.6% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Inv | Other securities | — | — | $969K | 8.1% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Inv | Other securities | — | — | $635K | 5.3% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Inv | Other securities | — | — | $623K | 5.2% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Inv | Other securities | — | — | $495K | 4.2% | |
| Participant Notes Receivable** Notes receivable with interest rates from 4.25% - 9.50% | Bonds / Notes | — | — | $328K | 2.8% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Inv | Other securities | — | — | $318K | 2.7% | |
| Fidelity Blue Chip Growth | Mutual Funds | — | — | $240K | 2.0% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Inv | Other securities | — | — | $210K | 1.8% | |
| T. Rowe Price T. Rowe Price Government Money Market Inv | Cash / Money Market | — | — | $101K | 0.8% | |
| Fidelity Spartan 500 Index Fund | Common Collective Trusts | — | — | $98K | 0.8% | |
| Columbia Mid Cap Index Instl | Other securities | — | — | $98K | 0.8% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $79K | 0.7% | |
| Invesco Small Cap Value R6 | Mutual Funds | — | — | $76K | 0.6% | |
| T. Rowe Price T. Rowe Price Small-Cap Stock Inv | Other securities | — | — | $65K | 0.5% | |
| T. Rowe Price T. Rowe Price International Equity Index Inv | Common Collective Trusts | — | — | $51K | 0.4% | |
| MFS Global Growth R4 | Mutual Funds | — | — | $40K | 0.3% | |
| Fidelity Advisor Small Cap Growth Z 193 American Funds Bond Fund of Maer R6 202 American Funds Inflation Linked BD R6 202 JP Morgan JP Morgan Mid Cap Growth R6 | Mutual Funds | — | — | $38K | 0.3% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $31K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Inv | Other securities | — | — | $8K | <0.1% | |
| AMERICAN FUNDS BOND FUND OF AMER R6 MUTUAL FUND 202 FIDELITY 500 INDEX MUTUAL FUND 98428 FIDELITY ADVISOR SMALL CAP GROWTH Z MUTUAL FUND 193 FIDELITY US BOND INDEX MUTUAL FUND 30540 AMERICAN FUNDS INFLATION LINKED BD R6 MUTUAL FUND | Common Collective Trusts | — | — | $8K | <0.1% |
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 |
|---|
| PRUDENTIAL JENNISON | 22-3703799 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| COLUMBIA FUNDS | 93-0577450 | — | NONE | $0 | — |
| FEDERATED FUNDS | 25-1111467 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| LEGG MASON | 52-1200960 | — | NONE | $0 | — |
| INVESCO | 26-4521338 | — | NONE | $0 | — |
