Dan Ginsberg signed TJC Real Estate Transactions Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TJC Real Estate Transactions Group, LLC's EIN is 61-1777831.
Download the official 2024 Form 5500 (PDF) for TJC Real Estate Transactions Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TJC Real Estate Transactions Group, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR/INVESTMENT ADV | $54K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Mutual Fund | Mutual Funds | — | — | $2.8M | 20.5% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $2.3M | 16.9% | |
| Fidelity Freedom Index 2045 Mutual Fund | Mutual Funds | — | — | $1.9M | 13.8% | |
| Fidelity Freedom Index 2050 Mutual Fund | Mutual Funds | — | — | $1.6M | 11.8% | |
| Fidelity Freedom Index 2040 Mutual Fund | Mutual Funds | — | — | $1.3M | 9.7% | |
| Fidelity Freedom Index 2035 Mutual Fund | Mutual Funds | — | — | $1.3M | 9.1% | |
| Fidelity Freedom Index 2030 Mutual Fund | Mutual Funds | — | — | $952K | 6.9% | |
| Participant Loans to participants, bearing interest from 8.25% to 10.25% | Bonds / Notes | — | — | $223K | 1.6% | |
| AB US LG CP GR CIT W GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $187K | 1.3% | |
| Invesco Stable Value Fund Common Collective Trust | Stable Value | — | — | $167K | 1.2% | |
| INVESCO STBL VAL A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $167K | 1.2% | |
| Putnam Lg Cap Value R6 Mutual Fund | Mutual Funds | — | — | $147K | 1.1% | |
| Undiscovered Managers Behavioral Value Fund Mutual Fund | Other securities | — | — | $88K | 0.6% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $88K | 0.6% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $87K | 0.6% | |
| Fidelity Freedom Index 2025 Mutual Fund | Mutual Funds | — | — | $86K | 0.6% | |
| Fidelity Freedom Index 2060 Mutual Fund | Mutual Funds | — | — | $79K | 0.6% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $68K | 0.5% | |
| Cohen & Steers Real Estate Securities Fund Mutual Fund | Other securities | — | — | $63K | 0.5% | |
| Fidelity Freedom Index 2065 Mutual Fund | Mutual Funds | — | — | $60K | 0.4% | |
| DFA Small Cap Growth Mutual Fund | Mutual Funds | — | — | $54K | 0.4% | |
| GG FAM CORE PL FI U GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275325 / PN 001 | Common Collective Trust | — | — | $45K | 0.3% | |
| Fidelity US Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $32K | 0.2% | |
| DFA Large Cap Intl Mutual Fund | Mutual Funds | — | — | $27K | 0.2% | |
| Victory Sycamore Established Value Fund Mutual Fund | Other securities | — | — | $26K | 0.2% | |
| Fidelity Freedom Index Mutual Fund | Mutual Funds | — | — | $16K | 0.1% | |
| Fidelity Freedom Index 2020 Mutual Fund | Mutual Funds | — | — | $13K | <0.1% | |
| Fidelity Freedom Index 2070 Mutual Fund | Mutual Funds | — | — | $11K | <0.1% | |
| J H ENTERPRISE U GREAT GRAY TRUST COMPANY, LLC. · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% | |
| Fidelity Government Money Market K6 Mutual Fund | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity Freedom Index 2015 Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| GG FAM CORE PL FI U GREAT GRAY TRUST COMPANY, LLC. · EIN 38-7275326 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| M&N DSPL VALUE U EXETER TRUST COMPANY · EIN 02-0476209 / PN 059 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | 30-0840934 | — | ACCOUNTANT/AUDITOR | $16K | — |
