Zach Oquinn signed Texas Transeastern, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Texas Transeastern, Inc.'s EIN is 76-0258786.
Download the official 2024 Form 5500 (PDF) for Texas Transeastern, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Texas Transeastern, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
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 | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Trp Retire 2030 I Mutual Fund | Other securities | — | — | $1.3M | 16.0% | |
| Trp Retire 2040 I Mutual Fund | Other securities | — | — | $1.0M | 12.8% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $821K | 10.4% | |
| Trp Retire 2035 I Mutual Fund | Other securities | — | — | $803K | 10.2% | |
| Trp Retire 2045 I Mutual Fund | Other securities | — | — | $760K | 9.7% | |
| Trp Retire 2055 I Mutual Fund | Other securities | — | — | $530K | 6.7% | |
| Fid 500 Index Mutual Fund | Common Collective Trusts | — | — | $384K | 4.9% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | Bonds / Notes | — | — | $369K | 4.7% | |
| Trp Retire 2050 I Mutual Fund | Other securities | — | — | $343K | 4.4% | |
| Trp Retire 2060 I Mutual Fund | Other securities | — | — | $324K | 4.1% | |
| Exhibit B – Schedule of Delinquent Participant Contributions Participant Total that Constitute Nonexempt Prohibited Transactions Total Fully Contributions Corrected Under Transferred Late VFCP and PTE to Plan | Other securities | — | $28K | $302K | 3.8% | |
| Trp Retire 2020 I Mutual Fund | Other securities | — | — | $300K | 3.8% | |
| Trp Retire 2025 I Mutual Fund | Other securities | — | — | $224K | 2.8% | |
| Mfs Value R6 Mutual Fund | Mutual Funds | — | — | $195K | 2.5% | |
| Af Europac Growth R6 Mutual Fund | Other securities | — | — | $88K | 1.1% | |
| Um Behavioral Val R6 Mutual Fund | Other securities | — | — | $79K | 1.0% | |
| Mgl Md Cp Grth R6 Mutual Fund | Other securities | — | — | $58K | 0.7% | |
| Pioneer Fndml Grth K Mutual Fund | Other securities | — | — | $47K | 0.6% | |
| Nwd Gnv Sm Cap Gr R6 Mutual Fund | Other securities | — | — | $45K | 0.6% | |
| Pioneer Bond K Mutual Fund | Other securities | — | — | $42K | 0.5% | |
| Vang Sm Cap Idx Adm Mutual Fund | Common Collective Trusts | — | — | $40K | 0.5% | |
| Pimco Income Inst Mutual Fund | Mutual Funds | — | — | $36K | 0.5% | |
| Mfs Mid Cap Value R6 Mutual Fund | Mutual Funds | — | — | $29K | 0.4% | |
| Mgl Emrg Mkts R6 Mutual Fund | Other securities | — | — | $24K | 0.3% | |
| Trp Retire 2065 I Mutual Fund | Other securities | — | — | $22K | 0.3% | |
| Mfs Intl Divrsn R6 Mutual Fund | Mutual Funds | — | — | $18K | 0.2% | |
| Trp Retire Bal I Mutual Fund | Other securities | — | — | $10K | 0.1% | |
| Trp Retire 2005 I Mutual Fund ** 82 * Trp Retire 2010 I Mutual Fund | Other securities | — | — | $7K | <0.1% | |
| Trp Retire 2015 I Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| INVESCO STABLE ASSET ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | 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.
