Philip DEES signed Tesco Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tesco Management, Inc.'s EIN is 62-1781772.
Download the official 2024 Form 5500 (PDF) for Tesco Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tesco Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $304K | 17.9% | |
| American Funds American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $227K | 13.4% | |
| American Funds American Funds 2020 Trgt Date Retire R6 | Mutual Funds | — | — | $176K | 10.4% | |
| American Funds American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $175K | 10.3% | |
| American Funds American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $99K | 5.8% | |
| American Funds American Funds Bond Fund of Amer R6 998 Fidelity 500 Index | Common Collective Trusts | — | — | $90K | 5.3% | |
| American Funds American Funds 2015 Trgt Date Retire R6 | Mutual Funds | — | — | $82K | 4.8% | |
| Allspring Real Return Institutional 665 Loomis Sayles Investment Grade Bond N | Other securities | — | — | $49K | 2.9% | |
| American Funds American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $46K | 2.7% | |
| Investment Contract * Great-West Funds Key Guaranteed Portfolio Fund | Other securities | — | — | $44K | 2.6% | |
| Fidelity Advisor Growth Opps Z 2 Fidelity Mid Cap Index | Mutual Funds | — | — | $41K | 2.4% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $38K | 2.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $37K | 2.2% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $31K | 1.9% | |
| American Funds American Funds 2010 Trgt Date Retire R6 | Mutual Funds | — | — | $29K | 1.7% | |
| PGIM US Real Estate R6 | Other securities | — | — | $27K | 1.6% | |
| T. Rowe Price T.Rowe Price Mid-Cap Value I | Other securities | — | — | $24K | 1.4% | |
| American Funds American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $23K | 1.4% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $19K | 1.1% | |
| PIMCO RAE US Small Institutional | Mutual Funds | — | — | $19K | 1.1% | |
| PIMCO Stocksplus Intl (USD-Hedged) Inst | Mutual Funds | — | — | $18K | 1.1% | |
| American Funds American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $18K | 1.1% | |
| Collective Trust Funds Great Gray Md Cap Value Fee Class R1 | Common Collective Trusts | — | — | $17K | 1.0% | |
| MID CAP GROWTH FUND II CLASS R1 GREAT GRAY · EIN 38-7304118 / PN 183 | Common Collective Trust | — | — | $17K | 1.0% | |
| Nuveen Large Cap Growth Index R6 | Mutual Funds | — | — | $16K | 1.0% | |
| American Funds American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $14K | 0.8% | |
| PIMCO Income Instl | Mutual Funds | — | — | $13K | 0.8% | |
| Blackrock Energy Opportunities Inst | Other securities | — | — | $7K | 0.4% | |
| T. Rowe Price T.Rowe Price Global Stock Fund | Other securities | — | — | $4K | 0.2% | |
| American Funds American Funds 2065 Trgt Date Retire R6 371 American Funds American Funds American Mutual R6 | Mutual Funds | — | — | $2K | 0.1% | |
| Fidelity Advisor Semiconductors Z 176 Hartford Equity Income R6 880 JP Morgan JP Morgan Large Cap Growth R6 173 PGIM Global Total Return R6 | Mutual Funds | — | — | $1K | <0.1% | |
| FRS WESTERN ASSET CORE PLUS BOND CL GREAT GRAY · EIN 82-4391232 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | 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.
