Teena Smith signed Northwest Tennessee Economic Development Council's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Northwest Tennessee Economic Development Council's EIN is 62-0729622.
Download the official 2023 Form 5500 (PDF) for Northwest Tennessee Economic Development Council from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Northwest Tennessee Economic Development Council's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | 11-3665754 | — | TPA | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Ameritas Life Insurance Corp. Guaranteed investment account | Common Stocks | — | — | $2.5M | 43.5% | |
| American Century American Century Growth | Pooled Separate Accounts | — | — | $348K | 6.0% | |
| Calvert Equity | Other securities | — | — | $340K | 5.9% | |
| American Funds AF New Perspective | Mutual Funds | — | — | $270K | 4.7% | |
| Janus Henderson Global Technology | Mutual Funds | — | — | $235K | 4.1% | |
| American Funds AF International Growth and Income | Mutual Funds | — | — | $213K | 3.7% | |
| Calvert VP Eafe International | Other securities | — | — | $209K | 3.6% | |
| Alger Capital Appreciation | Other securities | — | — | $196K | 3.4% | |
| JPMorgan US Equity | Other securities | — | — | $169K | 2.9% | |
| TRP Mid Cap Value | Other securities | — | — | $145K | 2.5% | |
| Baron Small Cap | Other securities | — | — | $139K | 2.4% | |
| Calvert VP S&P Midcap 400 Index | Other securities | — | — | $137K | 2.4% | |
| Carillon Eagle Mid Cap Growth | Other securities | — | — | $136K | 2.3% | |
| iShares Russell 2000 Small-Cap Index | Common Collective Trusts | — | — | $122K | 2.1% | |
| American Beacon American Beacon Small Cap Value | Other securities | — | — | $106K | 1.8% | |
| Fidelity VIP Money Market | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
