Candice Wimmer signed TK Elevator's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TK Elevator's EIN is 62-1211267.
Download the official 2024 Form 5500 (PDF) for TK Elevator from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TK Elevator's plan includes ERISA 404(c) participant direction, profit-sharing, 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 | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 38-1357951 | — | ACCOUNTANT/AUDITOR | $25K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 Balanced Fund | Mutual Funds | — | — | $1.1M | 16.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.1M | 15.9% | |
| Fidelity Growth Company Fund | Mutual Funds | — | — | $417K | 6.1% | |
| Fidelity Contrafund | Mutual Funds | — | — | $341K | 5.0% | |
| Fidelity FIAM Index Target Date 2045 | Mutual Funds | — | — | $308K | 4.5% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $308K | 4.5% | |
| Fidelity FIAM Index Target Date 2030 | Mutual Funds | — | — | $271K | 3.9% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $271K | 3.9% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $259K | 3.8% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $258K | 3.8% | |
| T. Rowe Price T. Rowe Price Mid Cap Growth Fund | Other securities | — | — | $253K | 3.7% | |
| Fidelity Money market fund - Fidelity Treasury Only Money Market Fund | Mutual Funds | — | — | $241K | 3.5% | |
| Participants Participant notes receivable with interest rates ranging from 3.25 to 8.50 percent - | Other securities | — | — | $239K | 3.5% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $228K | 3.3% | |
| Fidelity FIAM Index Target Date 2025 | Mutual Funds | — | — | $218K | 3.2% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $218K | 3.2% | |
| Fidelity FIAM Index Target Date 2035 | Mutual Funds | — | — | $210K | 3.1% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $210K | 3.1% | |
| Fidelity FIAM Index Target Date 2055 | Mutual Funds | — | — | $186K | 2.7% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $186K | 2.7% | |
| Fidelity FIAM Index Target Date 2050 | Mutual Funds | — | — | $174K | 2.5% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $174K | 2.5% | |
| Fidelity FIAM Index Target Date 2040 | Mutual Funds | — | — | $152K | 2.2% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $152K | 2.2% | |
| Fidelity Small Cap Growth K6 Fund | Mutual Funds | — | — | $148K | 2.2% | |
| MFS Investors MFS Value Fund | Mutual Funds | — | — | $148K | 2.2% | |
| Fidelity FIAM Index Target Date 2020 | Mutual Funds | — | — | $85K | 1.2% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $85K | 1.2% | |
| ClearBridge Investments ClearBridge International Growth Fund Class I | Other securities | — | — | $79K | 1.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $73K | 1.1% | |
| JPMorgan Undiscovered Managers Behavioral Value Fund R6 | Other securities | — | — | $60K | 0.9% | |
| Dodge & Cox Funds Dodge & Cox International Stock Fund | Mutual Funds | — | — | $49K | 0.7% | |
| Fidelity FIAM Index Target Date 2060 | Mutual Funds | — | — | $46K | 0.7% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $46K | 0.7% | |
| Principal Global Investors Principal High Yield Fund Institutional Class | Other securities | — | — | $46K | 0.7% | |
| Victory Capital Victory Sycamore Established Value Fund | Other securities | — | — | $41K | 0.6% | |
| Fidelity Managed Income Portfolio II | Mutual Funds | — | — | $31K | 0.4% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $29K | 0.4% | |
| Fidelity FIAM Index Target Date 2065 | Mutual Funds | — | — | $27K | 0.4% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $27K | 0.4% | |
| Fidelity FIAM Index Target Date 2010 | Mutual Funds | — | — | $20K | 0.3% | |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $20K | 0.3% | |
| Fidelity FIAM Index Target Date Income | Mutual Funds | — | — | $18K | 0.3% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $18K | 0.3% | |
| Fidelity FIAM Index Target Date 2015 | Mutual Funds | — | — | $12K | 0.2% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $12K | 0.2% | |
| Janus Henderson Investors Janus Henderson Developed World Bond Fund Class I | Mutual Funds | — | — | $7K | 0.1% | |
| American Funds American Funds New World Fund Class R-6 | Mutual Funds | — | — | $5K | <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.
