Hillary Brown signed TEC-Masters, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TEC-Masters, Inc.'s EIN is 63-0971481.
Download the official 2024 Form 5500 (PDF) for TEC-Masters, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TEC-Masters, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| flexPATH Strategies RetirePilot American Funds 2030 Class R1 | Mutual Funds | — | — | $3.5M | 16.8% | |
| RETPILOT AMERI FDS 2030 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304142 / PN 001 | Common Collective Trust | — | — | $3.5M | 16.8% | |
| flexPATH Strategies RetirePilot American Funds 2025 Class R1 | Mutual Funds | — | — | $3.1M | 14.7% | |
| RETPILOT AMERI FDS 2025 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304141 / PN 001 | Common Collective Trust | — | — | $3.1M | 14.7% | |
| flexPATH Strategies RetirePilot American Funds 2010 Class R1 | Mutual Funds | — | — | $2.3M | 10.9% | |
| RETPILOT AMERI FDS 2010 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304138 / PN 001 | Common Collective Trust | — | — | $2.3M | 10.9% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $2.1M | 9.9% | |
| flexPATH Strategies RetirePilot American Funds 2040 Class R1 | Mutual Funds | — | — | $2.0M | 9.6% | |
| RETPILOT AMERI FDS 2040 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304144 / PN 001 | Common Collective Trust | — | — | $2.0M | 9.6% | |
| flexPATH Strategies RetirePilot American Funds 2035 Class R1 | Mutual Funds | — | — | $1.3M | 6.4% | |
| RETPILOT AMERI FDS 2035 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304143 / PN 001 | Common Collective Trust | — | — | $1.3M | 6.4% | |
| flexPATH Strategies RetirePilot American Funds 2045 Class R1 | Mutual Funds | — | — | $1.1M | 5.1% | |
| RETPILOT AMERI FDS 2045 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304145 / PN 001 | Common Collective Trust | — | — | $1.1M | 5.1% | |
| Principal Fixed Income Guaranteed Option | Other securities | — | — | $757K | 3.6% | |
| flexPATH Strategies RetirePilot American Funds 2050 Class R1 | Mutual Funds | — | — | $721K | 3.5% | |
| RETPILOT AMERI FDS 2050 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304146 / PN 001 | Common Collective Trust | — | — | $721K | 3.5% | |
| flexPATH Strategies RetirePilot American Funds 2020 Class R1 | Mutual Funds | — | — | $701K | 3.4% | |
| RETPILOT AMERI FDS 2020 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304140 / PN 001 | Common Collective Trust | — | — | $701K | 3.4% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $509K | 2.4% | |
| Fidelity Investments U.S. Bond Index Fund | Common Collective Trusts | — | — | $434K | 2.1% | |
| CORE PLUS BOND R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $356K | 1.7% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $342K | 1.6% | |
| Participant loans Interest rates at 5.25% to 10.50%; maturities 1 to 5 years -0- | Bonds / Notes | — | — | $285K | 1.4% | |
| flexPATH Strategies Mid Cap Growth II Class R1 Fund | Mutual Funds | — | — | $169K | 0.8% | |
| RETPILOT AMERI FDS 2055 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304147 / PN 001 | Common Collective Trust | — | — | $169K | 0.8% | |
| Fidelity Investments International Index Fund | Common Collective Trusts | — | — | $125K | 0.6% | |
| MFS International Equity Fund Class R6 | Mutual Funds | — | — | $109K | 0.5% | |
| flexPATH Strategies RetirePilot American Funds 2015 Class R1 | Mutual Funds | — | — | $99K | 0.5% | |
| RETPILOT AMERI FDS 2015 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304139 / PN 001 | Common Collective Trust | — | — | $99K | 0.5% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $97K | 0.5% | |
| Federated Investment Management Hermes MDT Small Cap Growth Fund Class R6 | Other securities | — | — | $89K | 0.4% | |
| (E) | Other securities | — | — | $84K | 0.4% | |
| Charles Schwab Bank Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $84K | 0.4% | |
| flexPATH Strategies RetirePilot American Funds 2065 Class R1 | Mutual Funds | — | — | $81K | 0.4% | |
| RETPILOT AMERI FDS 2065 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304149 / PN 001 | Common Collective Trust | — | — | $81K | 0.4% | |
| LARGE CAP VALUE III R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $72K | 0.3% | |
| JPMorgan Global Bond Opportunities R6 | Other securities | — | — | $68K | 0.3% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $48K | 0.2% | |
| MID CAP VALUE FUND II CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $47K | 0.2% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $45K | 0.2% | |
| Dimensional Fund Advisors Emerging Markets Institutional Fund | Mutual Funds | — | — | $40K | 0.2% | |
| flexPATH Strategies RetirePilot American Funds 2060 Class R1 | Mutual Funds | — | — | $37K | 0.2% | |
| RETPILOT AMERI FDS 2060 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304148 / PN 001 | Common Collective Trust | — | — | $37K | 0.2% | |
| Allspring Global Investments Special Small Cap Value R6 Fund | Other securities | — | — | $27K | 0.1% | |
| FLEXPATH INDEX CONSERV 2025 R1 GREAT GRAY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERV RETIRE GREAT GRAY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2055 GREAT GRAY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $0 | <0.1% | |
| RELIANCE METLIFE SERIE 25053 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE 2055 GREAT GRAY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2035 GREAT GRAY · EIN 47-2468898 / PN 216 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH THORNTON ADVISORS, LLC | 45-3064370 | — | INVESTMENT ADVISORY | $7K | — |