Christina Millett signed TOI Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TOI Management, LLC's EIN is 83-1856196.
Download the official 2024 Form 5500 (PDF) for TOI Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TOI Management, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $4.5M | 21.8% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.3M | 15.7% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.1M | 10.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.1M | 9.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.6M | 7.8% | |
| JPMorgan Large Cap Gr R6 Fund | Other securities | — | — | $1.5M | 7.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.1M | 5.3% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.1M | 5.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $492K | 2.4% | |
| Fidelity Investments Fidelity Mid Cap Index R6 Fund | Mutual Funds | — | — | $452K | 2.2% | |
| Fidelity Investments Fidelity International Index R6 Fund | Mutual Funds | — | — | $350K | 1.7% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $275K | 1.3% | |
| Principal Global Investors Trust Company Principal Lifetime Hybrid Income Z | Common Stocks | — | — | $261K | 1.3% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $261K | 1.3% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $235K | 1.1% | |
| Fidelity Investments Fidelity Small Cap Index R7 Fund | Mutual Funds | — | — | $194K | 0.9% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $181K | 0.9% | |
| Participant Loans to participants, bearing interest from 5.0% to 9.5% | Bonds / Notes | — | — | $154K | 0.7% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $152K | 0.7% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $111K | 0.5% | |
| Dodge & Cox Dodge & Cox Stock X Fund | Mutual Funds | — | — | $76K | 0.4% | |
| Janus Henderson Janus Henderson Triton N Fund | Mutual Funds | — | — | $70K | 0.3% | |
| Carillon Family of Funds Carillon Eagle Mid Cap Growth R6 Fund | Other securities | — | — | $64K | 0.3% | |
| American Funds American Funds Euro Pacific Growth R6 Fund | Mutual Funds | — | — | $61K | 0.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $54K | 0.3% | |
| American Funds American Funds New World R6 Fund | Mutual Funds | — | — | $49K | 0.2% | |
| JPMorgan Core Plus Bond R6 Fund | Other securities | — | — | $34K | 0.2% | |
| American Beacon American Beacon Small Cap Value R6 Fund | Other securities | — | — | $18K | <0.1% | |
| Neuberger Berman Neuberger Berman Real Estate R6 Fund | Other securities | — | — | $14K | <0.1% | |
| Goldman Sachs Goldman Sachs International Small Cap Insights R6 Fund | Other securities | — | — | $11K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $8K | <0.1% | |
| MFS Mid Cap Value R6 Fund | Mutual Funds | — | — | $5K | <0.1% | |
| PIMCO All Asset Institutional Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | INVESTMENT ADVISORY | $46K | — |
