Jacob Allen signed Team TAG Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Team TAG Services, LLC's EIN is 88-1639559.
Download the official 2024 Form 5500 (PDF) for Team TAG Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Team TAG 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $542K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | NONE | $81K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Northern Trust S&P 500 IDX 4 Common Trust | Common Collective Trusts | — | — | $65.7M | 11.0% | |
| NT COLLECTIVE S&P 500 INDEX FUND L NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 001 | Common Collective Trust | — | — | $65.7M | 11.0% | |
| HARB0R CAP APPRECIATION CIT R HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $59.4M | 10.0% | |
| TRP RETIREMENT HYB 2055 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $57.9M | 9.7% | |
| TRP RETIREMENT HYB 2050 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $53.1M | 8.9% | |
| TRP RETIREMENT HYB 2045 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $41.4M | 6.9% | |
| Dodge & Cox INTL Stock I Mutual Fund | Mutual Funds | — | — | $34.3M | 5.7% | |
| TRP RETIREMENT HYB 2060 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $34.0M | 5.7% | |
| TRP RETIREMENT HYB 2040 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $31.8M | 5.3% | |
| MFS LARGE CAP VALUE FUND MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 003 | Common Collective Trust | — | — | $27.2M | 4.6% | |
| TRP STABLE VALUE FUND - N T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $26.6M | 4.5% | |
| TRP RETIREMENT HYB 2035 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $25.5M | 4.3% | |
| TRP RETIREMENT HYB 2030 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $17.1M | 2.9% | |
| TRP INST Small-Cap Stock Fund Mutual Fund | Other securities | — | — | $17.0M | 2.9% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $15.9M | 2.7% | |
| TRP RETIREMENT HYB 2065 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $14.9M | 2.5% | |
| Northern Trust EXT Eq IDK 4 Common Trust | Other securities | — | — | $14.5M | 2.4% | |
| NT COLL EXT EQ MRKT IND DC NL NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $14.5M | 2.4% | |
| FIAM CORE PLUS CIT CL I GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139854 / PN 633 | Common Collective Trust | — | — | $12.4M | 2.1% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $11.1M | 1.9% | |
| Receivables -- notes from participants Interest rates ranging from 4.25% to 10.5% | Bonds / Notes | — | — | $9.6M | 1.6% | |
| American Beacon Small Cap Val R Mutual Fund | Other securities | — | — | $8.8M | 1.5% | |
| TRP RETIREMENT HYB 2025 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $7.6M | 1.3% | |
| NT ACWI Ex-Us IMI FD DC NL T4 Common Trust | Other securities | — | — | $4.2M | 0.7% | |
| NT ALL CTRY EXUS INV MKT IND NL NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 125 | Common Collective Trust | — | — | $4.2M | 0.7% | |
| NT Agg Bond Index Fund NL T4 Common Trust | Common Collective Trusts | — | — | $3.4M | 0.6% | |
| NT COLLECTIVE AGGREGATE BOND IND NL NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $3.4M | 0.6% | |
| TRP RETIREMENT HYB 2020 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $2.2M | 0.4% | |
| TRP U.S. Treasury Money Fund Mutual Fund | Other securities | — | — | $1.0M | 0.2% | |
| TRP RETIREMENT HYB 2015 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $221K | <0.1% | |
| TRP RETIREMENT HYB 2005 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $10K | <0.1% | |
| TRP RETIREMENT HYB 2010 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $6K | <0.1% | |
| VANGUARD TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET INC TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
