TFE, Inc.'s EIN is 59-2928338.
Download the official 2024 Form 5500 (PDF) for TFE, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TFE, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | — | SAN DIEGO, CA | TPA | $10K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| EMPOWER ADVISOR GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $11.1M | 99.1% | |
| GOLDVIEW MODERATE INSTITUTIONAL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 92-2348703 / PN 001 | Common Collective Trust | — | — | $279K | 2.5% | |
| GOALVIEW AGGRESSIVE INSTITUTIONAL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 92-2348703 / PN 001 | Common Collective Trust | — | — | $144K | 1.3% | |
| GOALVIEW CONSERVATIVE INSTITUTIONAL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 92-2348703 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST CITIZENS BANK AND TRUST CO | — | RALEIGH, NC | INVESTMENT ADVISOR | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELLIOTT DAVIS, LLC | — | GREENVILLE, SC | AUDITOR | $13K | — |
