WM Matthew Carpenter signed TOMS King Services, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TOMS King Services, LLC's EIN is 80-0789044.
Download the official 2022 Form 5500 (PDF) for TOMS King Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)TOMS King Services, LLC'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 |
|---|---|---|---|---|---|
| CAPITAL RESEARCH AND MANAGEMENT CO | 95-1411037 | — | RECORDKEEPER | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2050 Target Date - R5E (1) | Mutual Funds | — | — | $260K | 16.4% | |
| American Funds American Funds 2045 Target Date - R5E (1) | Mutual Funds | — | — | $257K | 16.2% | |
| American Funds American Funds 2030 Target Date - R5E (1) | Mutual Funds | — | — | $231K | 14.6% | |
| American Funds American Funds 2040 Target Date - R5E (1) | Mutual Funds | — | — | $204K | 12.9% | |
| American Funds American Funds 2035 Target Date - R5E (1) | Mutual Funds | — | — | $164K | 10.4% | |
| American Funds American Funds 2055 Target Date - R5E (1) | Mutual Funds | — | — | $129K | 8.1% | |
| American Funds American Funds 2025 Target Date - R5E (1) | Mutual Funds | — | — | $91K | 5.7% | |
| American Funds American Funds 2060 Target Date - R5E (1) | Mutual Funds | — | — | $62K | 3.9% | |
| American Funds American Funds 2020 Target Date - R5E (1) | Mutual Funds | — | — | $40K | 2.6% | |
| Notes receivable from participants * Notes receivable from participants Interest rates from 5.25% - 7.50% - | Bonds / Notes | — | — | $30K | 1.9% | |
| American Funds The Investment Company Of America - R5E (1) | Mutual Funds | — | — | $27K | 1.7% | |
| American Funds Washington Mutual Investors Fund - R5E (1) | Mutual Funds | — | — | $23K | 1.4% | |
| American Funds American High-Income Trust - R5E (1) 687 * American Funds U.S. Government Securities Fund - R5E (1) 534 * American Funds American Funds 2010 Target Date - R5E (1) 17 * American Funds American Funds 2015 Target Date - R5E (1) | Mutual Funds | — | — | $20K | 1.3% | |
| Registered Investment Companies * American Funds Amcap Fund - R5E (1) | Mutual Funds | — | — | $13K | 0.8% | |
| American Funds New World Fund - R5E (1) | Mutual Funds | — | — | $9K | 0.6% | |
| American Funds EuroPacific Growth Fund - R5E (1) | Mutual Funds | — | — | $9K | 0.5% | |
| American Funds American Funds U.S. Government Money Market Fund - R5E (1) | Mutual Funds | — | — | $7K | 0.4% | |
| American Funds American Funds 2065 Target Date - R5E (1) | Mutual Funds | — | — | $5K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
