Meribeth Gilbert signed Tom McLeod Software Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tom McLeod Software Corp.'s EIN is 63-0996699.
Download the official 2024 Form 5500 (PDF) for Tom McLeod Software Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tom McLeod Software Corp.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $64K | — |
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 | |||||
|---|---|---|---|---|---|---|
| J.P. Morgan Funds JPMorgan Large Cap Growth R6 a | Other securities | — | — | $15.1M | 17.5% | |
| American Funds American Funds 2035 Target Date Ret. R6 a | Mutual Funds | — | — | $8.8M | 10.2% | |
| American Funds American Funds 2040 Target Date Ret. R6 a | Mutual Funds | — | — | $8.8M | 10.2% | |
| American Funds American Funds 2030 Target Date Ret. R6 a | Mutual Funds | — | — | $6.3M | 7.3% | |
| American Funds American Funds 2025 Target Date Ret. R6 a | Mutual Funds | — | — | $6.0M | 7.0% | |
| Fidelity Investments Fidelity 500 Index a | Common Collective Trusts | — | — | $6.0M | 7.0% | |
| American Funds American Funds 2045 Target Date Ret. R6 a | Mutual Funds | — | — | $5.9M | 6.8% | |
| American Funds American Funds 2050 Target Date Ret. R6 a | Mutual Funds | — | — | $5.0M | 5.8% | |
| American Funds American Funds 2055 Target Date Ret. R6 a | Mutual Funds | — | — | $3.7M | 4.3% | |
| Putnam Large Cap Value Fund Fee Class R1 a | Mutual Funds | — | — | $2.4M | 2.8% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.4M | 2.8% | |
| Fidelity Investments Fidelity Small Cap Index a | Mutual Funds | — | — | $2.2M | 2.5% | |
| PGIM Investments, Inc. Jennison Mid-Cap Growth Fund- Class R6 a | Common Stocks | — | — | $2.1M | 2.4% | |
| American Funds American Funds 2060 Target Date Ret. R6 a | Mutual Funds | — | — | $1.9M | 2.2% | |
| Diamond Hill Diamond Hill Core Bond Y a | Other securities | — | — | $1.6M | 1.9% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $1.5M | 1.8% | |
| Fidelity Investments Fidelity Mid Cap Index a | Mutual Funds | — | — | $1.4M | 1.6% | |
| Fidelity Investments Managed Income Portfolio Class 2 a | Mutual Funds | — | — | $1.3M | 1.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.2M | 1.4% | |
| American Funds American Funds 2020 Target Date Ret. R6 a | Mutual Funds | — | — | $1.1M | 1.2% | |
| Participant Loans Interest rates range from 4.25% to 9.50%, various maturities -0- | Bonds / Notes | — | — | $892K | 1.0% | |
| Fidelity Investments Fidelity Small Cap Growth a | Mutual Funds | — | — | $728K | 0.8% | |
| Mass. Financial Service Co. MFS Mid Cap Value R6 a | Mutual Funds | — | — | $535K | 0.6% | |
| American Funds American Funds 2015 Target Date Ret. R6 a | Mutual Funds | — | — | $502K | 0.6% | |
| Avantis Emerging Markets Equity Fund Institutional Class a | Other securities | — | — | $415K | 0.5% | |
| Principal Short-Term Income Institutional a | Other securities | — | — | $346K | 0.4% | |
| Cohen & Steers, Inc. Cohen & Steers Global Realty Shares, Inc. Z a | Common Stocks | — | — | $319K | 0.4% | |
| PGIM Investments, Inc. PGIM High Yeild R6 a | Common Stocks | — | — | $312K | 0.4% | |
| Avantis U.S. Small Cap Value Fund Institutional Class a | Other securities | — | — | $275K | 0.3% | |
| Vanguard Funds Vanguard Lifestrategy Growth a | Mutual Funds | — | — | $243K | 0.3% | |
| Fidelity Investments Large Cap Growth Index a | Mutual Funds | — | — | $195K | 0.2% | |
| BlackRock Floating Rate Income Class K a | Bonds / Notes | — | — | $186K | 0.2% | |
| Vanguard Funds Vanguard Lifestrategy Conservative Growth a | Mutual Funds | — | — | $186K | 0.2% | |
| American Funds American Funds 2010 Target Date Ret. R6 a | Mutual Funds | — | — | $130K | 0.2% | |
| Vanguard Funds Mid-Cap Growth Index Fund Admiral Shares a | Common Collective Trusts | — | — | $65K | <0.1% | |
| Vanguard Funds Vanguard Lifestrategy Moderate Growth a | Mutual Funds | — | — | $42K | <0.1% | |
| Vanguard Funds Small-Cap Growth Index Fund Admiral Shares a | Common Collective Trusts | — | — | $31K | <0.1% | |
| Fidelity Investments Fidelity Government Money Market a | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity Investments Mid Cap Value Index a | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Funds Value Index Fund Admiral Shares a | Common Collective Trusts | — | — | $5K | <0.1% | |
| Vanguard Funds Vanguard Lifestrategy Income a | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Investments Small Cap Value Index a | Mutual Funds | — | — | $2K | <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 |
|---|---|---|---|---|---|
| THE HIGHLANDS ACCOUNTING GROUP | 82-3217974 | — | ACCOUNTANT/AUDITOR | $12K | — |
