Roger Bates signed Tindell's, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tindell's, Inc.'s EIN is 62-0627874.
Download the official 2024 Form 5500 (PDF) for Tindell's, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tindell's, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE TRUST COMPANY OF TENNESSEE | 62-1291257 | — | NONE | $43K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index 2035 Fund Mutual fund, due on demand, variable rate of return (1) | Other securities | — | — | $1.4M | 24.6% | |
| BlackRock Lifepath Index 2030 Fund Mutual fund, due on demand, variable rate of return (1) | Other securities | — | — | $1.0M | 18.5% | |
| BlackRock Lifepath Index Retirement Fund K 58,991.7970 Shares of Registered Investment Co. n/a | Common Stocks | — | — | $812K | 14.4% | |
| Vanguard Growth Index Admiral Fund Mutual fund, due on demand, variable rate of return (1) | Mutual Funds | — | — | $392K | 6.9% | |
| BlackRock LifePath Index 2060 Fund K 15,287.8240 Shares of Registered Investment Co. n/a | Common Stocks | — | — | $330K | 5.8% | |
| BlackRock Lifepath Index 2040 Fund K 14,862.4810 Shares of Registered Investment Co. n/a | Common Stocks | — | — | $304K | 5.4% | |
| BlackRock Lifepath Index 2050 Fund Mutual fund, due on demand, variable rate of return (1) | Other securities | — | — | $199K | 3.5% | |
| Vanguard 500 Index Fd #540 Adm Shs 352.09 Shares of Registered Investment Co. n/a | Common Collective Trusts | — | — | $191K | 3.4% | |
| BlackRock Lifepath Index 2055 Fund K 7,172.5610 Shares of Registered Investment Co. n/a | Common Stocks | — | — | $173K | 3.1% | |
| BlackRock Lifepath Index 2045 Fund K 6,827.4690 Shares of Registered Investment Co. n/a | Common Stocks | — | — | $152K | 2.7% | |
| Nationwide WCM Focused Small Cap Fund Mutual fund, due on demand, variable rate of return (1) | Other securities | — | — | $145K | 2.6% | |
| BlackRock Lifepath Index 2065 Fund Mutual fund, due on demand, variable rate of return (1) | Other securities | — | — | $115K | 2.0% | |
| Fidelity Real Estate Index Fund Mutual fund, due on demand, variable rate of return (1) | Common Collective Trusts | — | — | $105K | 1.9% | |
| Participant notes receivable Loans bearing interest at rates ranging from 4.25% to 9.50%, to be repaid through 2029 – | Bonds / Notes | — | — | $59K | 1.0% | |
| Vanguard Value Index Admiral #506 874.669 Shares of Registered Investment Co. n/a | Mutual Funds | — | — | $58K | 1.0% | |
| Conestoga Small Cap Inst'l 662.493 Shares of Registered Investment Co. n/a | Common Stocks | — | — | $53K | 0.9% | |
| JPMorgan Emerging Markets Equity Fund Mutual fund, due on demand, variable rate of return (1) | Other securities | — | — | $47K | 0.8% | |
| Causeway International Value Instl 1,805.5520 Shares of Registered Investment Co. n/a | Common Stocks | — | — | $34K | 0.6% | |
| Goldman Sachs GQG Partners International Opportunities Mutual fund, due on demand, variable rate of return (1) | Other securities | — | — | $25K | 0.4% | |
| Blackrock Strategic Income Opps K 628.079 Shares of Registered Investment Co. n/a | Common Stocks | — | — | $6K | 0.1% | |
| JP Morgan Core Bond R6 480.777 Shares of Registered Investment Co. n/a | Common Stocks | — | — | $5K | <0.1% | |
| Metropolitan West Intermediate Bond I Mutual fund, due on demand, variable rate of return (1) | Common Stocks | — | — | $5K | <0.1% | |
| Vanguard Inflation Protected Securities Fund Mutual fund, due on demand, variable rate of return (1) | Mutual Funds | — | — | $2K | <0.1% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| INVESCO STABLE VALUE FUND CLASS A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | 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.
