Robert Guerriero signed Telephone Electronics Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Telephone Electronics Corporation's EIN is 64-0527889.
Download the official 2024 Form 5500 (PDF) for Telephone Electronics Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Telephone Electronics Corporation'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 | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK | 63-0371391 | — | INVESTMENT ADVISOR | $52K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Fund Mutual Fund - 121,179.319 shares | Other securities | — | — | $3.1M | 14.2% | |
| Collective Investment Trust (Stable Value Fund) - Federated Capital Preservation Fund | Stable Value | — | — | $2.6M | 11.7% | |
| FED CAP PRESRVN R6 FEDERATED HERMES, INC. · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $2.6M | 11.7% | |
| Fidelity 500 Index Fund Mutual Fund - 9,527.497 shares | Common Collective Trusts | — | — | $1.9M | 8.9% | |
| T. Rowe Price Institutional Large Cap Growth Fund Mutual Fund - 20,678.024 shares | Other securities | — | — | $1.7M | 7.8% | |
| American Century Strategic Allocation: Moderate Fund Mutual Fund - 204,082.796 shares | Other securities | — | — | $1.3M | 5.9% | |
| T. Rowe Price Retirement 2040 Fund Mutual Fund - 40,750.134 shares | Other securities | — | — | $1.2M | 5.7% | |
| Columbia Small Cap Index Fund Institutional Mutual Fund - 10,231.753 shares | Common Collective Trusts | — | — | $1.2M | 5.4% | |
| American Century Strategic Allocation: Aggressive Fund Mutual Fund - 139,553.537 shares | Other securities | — | — | $1.1M | 4.9% | |
| Dodge & Cox Stock Fund Mutual Fund - 2,818.148 shares | Mutual Funds | — | — | $725K | 3.3% | |
| T. Rowe Price Retirement 2050 Fund Mutual Fund - 38,124.32 shares | Other securities | — | — | $722K | 3.3% | |
| American Funds EuroPacific Growth Fund Mutual Fund - 12,708.53 shares | Mutual Funds | — | — | $683K | 3.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund - 18,169.07 shares | Common Collective Trusts | — | — | $614K | 2.8% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Mutual Fund - 21,871.599 shares | Other securities | — | — | $589K | 2.7% | |
| Pioneer Bond Fund Mutual Fund - 69,505.626 shares | Other securities | — | — | $564K | 2.6% | |
| MFS Mid Cap Growth Fund Class Mutual Fund - 15,785.673 shares | Mutual Funds | — | — | $496K | 2.3% | |
| T. Rowe Price Retirement 2020 Fund Mutual Fund - 25,828.480 shares | Other securities | — | — | $481K | 2.2% | |
| T. Rowe Price Retirement 2035 Fund Mutual Fund - 21,551.828 shares | Other securities | — | — | $454K | 2.1% | |
| American Century Strategic Allocation: Conservative Fund Mutual Fund - 83,278.805 shares | Other securities | — | — | $450K | 2.1% | |
| American Century Real Estate Mutual Fund - 22,871.291 shares | Other securities | — | — | $395K | 1.8% | |
| T. Rowe Price Retirement 2025 Fund Mutual Fund - 21,287.076 shares | Other securities | — | — | $352K | 1.6% | |
| Participant loans | Participant loans | — | — | $332K | 1.5% | |
| T. Rowe Price Retirement 2045 Fund Mutual Fund - 10,896.552 shares | Other securities | — | — | $243K | 1.1% | |
| T. Rowe Price Retirement 2060 Fund Mutual Fund - 12,606.617 shares | Other securities | — | — | $209K | 1.0% | |
| Fidelity Government Money Market Fund Mutual Fund - 204,616.34 shares | Mutual Funds | — | — | $205K | 0.9% | |
| T. Rowe Price Retirement 2055 Fund Mutual Fund - 5,874.615 shares | Other securities | — | — | $117K | 0.5% | |
| T. Rowe Price Retirement 2015 Fund Mutual Fund - 5,884.684 shares | Other securities | — | — | $74K | 0.3% | |
| Lord Abbett Short Duration Income Fund Class R6 Mutual Fund - 16,470.886 shares | Mutual Funds | — | — | $64K | 0.3% | |
| T. Rowe Price Retirement 2010 Fund Mutual Fund - 2,011.611 shares | Other securities | — | — | $30K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
