Jay Josefowitch signed Tandym Group Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tandym Group Holdings, LLC's EIN is 81-3058939.
Download the official 2024 Form 5500 (PDF) for Tandym Group Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tandym Group Holdings, LLC's plan includes profit-sharing, 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 | $67K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $105K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NT S&P 500 IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $6.9M | 29.6% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.8M | 7.9% | |
| Northern Trust Extended Equity Market Index Fund | Common Collective Trusts | — | — | $1.7M | 7.1% | |
| NT EXT MKT IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $1.7M | 7.1% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.6M | 7.0% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $1.6M | 6.7% | |
| MFS Large Cap Value CT | Mutual Funds | — | — | $1.4M | 6.2% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $1.4M | 6.2% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $1.1M | 4.8% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.0M | 4.5% | |
| Blackrock Total Return Fund | Other securities | — | — | $967K | 4.2% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $928K | 4.0% | |
| JP Morgan Large Cap Growth Fund | Other securities | — | — | $916K | 4.0% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $858K | 3.7% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $382K | 1.7% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $314K | 1.4% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $310K | 1.3% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $222K | 1.0% | |
| Participants loans Interest rates range from 5.25% to 9.50% - | Bonds / Notes | — | — | $197K | 0.9% | |
| NT ACWI EX US IMI 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $187K | 0.8% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $186K | 0.8% | |
| AS SPL Small Cap Value Fund | Other securities | — | — | $159K | 0.7% | |
| PIF Small Cap Growth Fund | Other securities | — | — | $138K | 0.6% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $110K | 0.5% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $76K | 0.3% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $55K | 0.2% | |
| Northern Trust Aggressive Bond Index Fund | Common Collective Trusts | — | — | $35K | 0.2% | |
| NT AGGR BD IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $35K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
