Richard Tatum signed Toolsgroup, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Toolsgroup, Inc.'s EIN is 84-1690934.
Download the official 2024 Form 5500 (PDF) for Toolsgroup, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Toolsgroup, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VESTWELL | 81-3062212 | NEW YORK, NY | RECORDKEEPER | $47K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock iShares Core U.S. Aggregate Bond | Other securities | — | — | $1.5M | 18.6% | |
| Charles Schwab Intl Equity ETF | Mutual Funds | — | — | $1.4M | 18.0% | |
| Exchange Traded Funds BlackRock iShares Core S&P 500 ETF | Common Collective Trusts | — | — | $1.1M | 14.4% | |
| Charles Schwab U.S. Large-Cap Growth | Mutual Funds | — | — | $873K | 11.1% | |
| Vanguard Value ETF | Mutual Funds | — | — | $766K | 9.8% | |
| State Street S&P 600 Small Cap Growth 795 Vanguard FTSE Emerging Market | Mutual Funds | — | — | $592K | 7.5% | |
| Vanguard Mid-Cap ETF | Mutual Funds | — | — | $463K | 5.9% | |
| BlackRock iShares Core S&P Small-Cap ETF | Other securities | — | — | $323K | 4.1% | |
| BlackRock iShares Intl Aggregate Bond | Other securities | — | — | $185K | 2.4% | |
| Charles Schwab US REIT ETF | Mutual Funds | — | — | $152K | 1.9% | |
| Fidelity Total Market Index Institutional | Common Collective Trusts | — | — | $107K | 1.4% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $63K | 0.8% | |
| Charles Schwab US Broad Market | Mutual Funds | — | — | $58K | 0.7% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $51K | 0.6% | |
| State Street S&P 600 S/C Value Fund | Other securities | — | — | $36K | 0.5% | |
| Fidelity International Index Institutional | Mutual Funds | — | — | $33K | 0.4% | |
| Charles Schwab Total Stock Market Index | Common Collective Trusts | — | — | $26K | 0.3% | |
| Vanguard Tot World Stock Index | Mutual Funds | — | — | $24K | 0.3% | |
| Money Market Fund Vanguard Money Market Fund Admiral | Mutual Funds | — | — | $22K | 0.3% | |
| Vanguard Small -Cap Gr ETF | Mutual Funds | — | — | $20K | 0.3% | |
| Fidelity US Bond Index Institutional | Mutual Funds | — | — | $18K | 0.2% | |
| Charles Schwab US Aggregate Bd Index | Mutual Funds | — | — | $15K | 0.2% | |
| Fidelity Emerging Markets Index Institutional | Mutual Funds | — | — | $14K | 0.2% | |
| Charles Schwab Treasury Inflation Protected | U.S. Treasuries | — | — | $4K | <0.1% | |
| Fidelity Long-Term Treasury Bond Index Institutional | U.S. Treasuries | — | — | $3K | <0.1% | |
| Vanguard Short-Term Bond Index | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
