Wendi Newton signed TM RTA Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TM RTA Management, Inc.'s EIN is 81-4122983.
Download the official 2024 Form 5500 (PDF) for TM RTA Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TM RTA Management, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| TRANSAMERICA REITREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $59K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBMC PC | 62-1199757 | — |
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 | |||||
|---|---|---|---|---|---|---|
| COLUMBIA TRUST STABLE GOVT I-30 FD COLUMBIA TRUST STABLE GOVERNMENT · EIN 87-2295015 / PN 078 | Common Collective Trust | — | — | $1.3M | 17.6% | |
| JPMorgan Large Cap Growth R3 | Other securities | — | — | $601K | 8.3% | |
| Columbia Large Cap Index A | Other securities | — | — | $594K | 8.2% | |
| PIMCO Income A | Mutual Funds | — | — | $569K | 7.9% | |
| Alliance Bernstein Large Cap Growth Fund A | Other securities | — | — | $539K | 7.5% | |
| Columbia Total Return Bond CI A | Other securities | — | — | $529K | 7.3% | |
| MFS Core Equity A | Mutual Funds | — | — | $477K | 6.6% | |
| MFS Value A | Mutual Funds | — | — | $464K | 6.4% | |
| Columbia Dividend Income A | Other securities | — | — | $456K | 6.3% | |
| BlackRock Mid-Cap Growth Equity Inv A | Other securities | — | — | $326K | 4.5% | |
| MFS International Diversification A | Mutual Funds | — | — | $163K | 2.3% | |
| Transamerica International Equity Fund A | Other securities | — | — | $147K | 2.0% | |
| Columbia Mid Cap Index Fund A | Common Collective Trusts | — | — | $134K | 1.8% | |
| PGIM High Yield R4 | Other securities | — | — | $116K | 1.6% | |
| Victory Munder International Sm-Cp A | Other securities | — | — | $115K | 1.6% | |
| Victory Munder International Sm-Cp A | Other securities | — | — | $114K | 1.6% | |
| American Century Emerging Markets A | Other securities | — | — | $113K | 1.6% | |
| Franklin Small Cap Value A | Mutual Funds | — | — | $104K | 1.4% | |
| Alger Small Cap Focus A | Other securities | — | — | $96K | 1.3% | |
| Janus Henderson Developed World Bond A | Mutual Funds | — | — | $95K | 1.3% | |
| MFS Mid Cap Value A | Mutual Funds | — | — | $84K | 1.2% | |
| PIMCO StocksPLUS Small Institutional Fund | Mutual Funds | — | — | $72K | 1.0% | |
| DWS Real Estate Securities Fund A | Other securities | — | — | $66K | 0.9% | |
| dates through November 2032 - | Other securities | — | — | $57K | 0.8% | |
| Diversified Cash Reserve Fund | Cash / Money Market | — | — | $41K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| AUDIT |
| $16K |
| — |
