Candice Wimmer signed TK Elevator Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TK Elevator Corporation's EIN is 62-1211267.
Download the official 2024 Form 5500 (PDF) for TK Elevator Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TK Elevator Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
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 | $163K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 38-1357951 | — | ACCOUNTANT/AUDITOR | $33K | — |
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 GROWTH COMPANY FUND CLASS K | Mutual Funds | — | — | $112.5M | 16.8% | |
| Fidelity 500 INDEX FUND | Common Collective Trusts | — | — | $56.7M | 8.5% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $44.2M | 6.6% | |
| Fidelity FREEDOM INDEX 2030 FUND | Mutual Funds | — | — | $44.2M | 6.6% | |
| Fidelity FREEDOM INDEX 2040 FUND | Mutual Funds | — | — | $41.5M | 6.2% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $41.5M | 6.2% | |
| Fidelity FREEDOM INDEX 2045 FUND | Mutual Funds | — | — | $38.7M | 5.8% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $38.7M | 5.8% | |
| Fidelity FREEDOM INDEX 2035 FUND | Mutual Funds | — | — | $34.2M | 5.1% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $34.2M | 5.1% | |
| Fidelity FREEDOM INDEX 2050 FUND | Mutual Funds | — | — | $32.7M | 4.9% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $32.7M | 4.9% | |
| Fidelity FREEDOM INDEX 2055 FUND | Mutual Funds | — | — | $30.1M | 4.5% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $30.1M | 4.5% | |
| Fidelity CONTRAFUND FUND CLASS K | Mutual Funds | — | — | $27.8M | 4.2% | |
| T. Rowe Price T. ROWE PRICE MID-CAP GROWTH FUND I | Other securities | — | — | $24.2M | 3.6% | |
| Fidelity FREEDOM INDEX 2025 FUND | Mutual Funds | — | — | $23.0M | 3.4% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $23.0M | 3.4% | |
| Fidelity MANAGED INCOME PORTFOLIO II CLASS I | Mutual Funds | — | — | $21.5M | 3.2% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $20.3M | 3.0% | |
| MFS Investors MFS VALUE FUND CLASS R6 | Mutual Funds | — | — | $18.5M | 2.8% | |
| Fidelity BALANCED FUND CLASS K | Mutual Funds | — | — | $17.5M | 2.6% | |
| Fidelity MID CAP INDEX FUND | Common Collective Trusts | — | — | $16.0M | 2.4% | |
| Fidelity FREEDOM INDEX 2060 FUND | Mutual Funds | — | — | $14.7M | 2.2% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $14.7M | 2.2% | |
| Fidelity Money market fund - Fidelity Treasury Only Money Market Fund | Mutual Funds | — | — | $11.4M | 1.7% | |
| 9.50 percent - | Other securities | — | — | $10.8M | 1.6% | |
| Fidelity FREEDOM INDEX 2020 FUND | Mutual Funds | — | — | $10.7M | 1.6% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $10.7M | 1.6% | |
| Fidelity Self-directed brokerage investments - Fidelity Brokerage Link | Self-Directed Brokerage | — | — | $9.9M | 1.5% | |
| Fidelity US BOND INDEX FUND | Common Collective Trusts | — | — | $9.5M | 1.4% | |
| Victory Capital VICTORY SYCAMORE ESTABLISHED VALUE FUND R6 | Other securities | — | — | $9.5M | 1.4% | |
| Fidelity FREEDOM INDEX 2010 FUND | Mutual Funds | — | — | $7.8M | 1.2% | |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $7.8M | 1.2% | |
| ClearBridge Investments CLEARBRIDGE INTERNATIONAL GROWTH FUND CLASS I | Other securities | — | — | $7.1M | 1.1% | |
| Fidelity SMALL CAP INDEX FUND | Common Collective Trusts | — | — | $6.6M | 1.0% | |
| Fidelity SMALL CAP GROWTH FUND | Mutual Funds | — | — | $6.1M | 0.9% | |
| Dodge & Cox Funds DODGE & COX INTERNATIONAL STOCK FUND | Mutual Funds | — | — | $5.4M | 0.8% | |
| Principal Global Investors PRINCIPAL HIGH YIELD INSTITUTIONAL FUND | Other securities | — | — | $4.7M | 0.7% | |
| Fidelity FREEDOM INDEX 2065 FUND | Mutual Funds | — | — | $4.0M | 0.6% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $4.0M | 0.6% | |
| JPMorgan UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND R6 | Other securities | — | — | $3.6M | 0.5% | |
| Fidelity FREEDOM INDEX INCOME FUND | Mutual Funds | — | — | $2.4M | 0.4% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $2.4M | 0.4% | |
| Fidelity TOTAL INTERNATIONAL INDEX FUND | Common Collective Trusts | — | — | $2.2M | 0.3% | |
| American Funds AMERICAN FUNDS NEW WORLD R6 | Mutual Funds | — | — | $1.9M | 0.3% | |
| Janus Investment Fund JANUS HENDERSON DEVELOPED WORLD BOND FUND I | Mutual Funds | — | — | $1.0M | 0.1% | |
| Fidelity FREEDOM INDEX 2015 FUND | Mutual Funds | — | — | $593K | <0.1% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $593K | <0.1% | |
| FID FRDM INX 2005 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | 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.
