Matt Bonham signed TVI, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TVI, Inc.'s EIN is 91-1255756.
Download the official 2024 Form 5500 (PDF) for TVI, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TVI, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $367K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHLAND CAPITAL ADVISORS | 20-4284376 | — | ADVISOR | $56K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANG GRTH INDEX Mutual Fund | Other securities | — | — | $15.2M | 11.9% | |
| FID FDM IDX 2030 Mutual Fund | Common Collective Trusts | — | — | $14.0M | 11.0% | |
| FID FDM IDX 2035 Mutual Fund | Common Collective Trusts | — | — | $13.0M | 10.1% | |
| FID FDM IDX 2040 Mutual Fund | Common Collective Trusts | — | — | $12.1M | 9.5% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $10.8M | 8.5% | |
| FID FDM IDX 2045 Mutual Fund | Common Collective Trusts | — | — | $8.4M | 6.6% | |
| FID FDM IDX 2050 Mutual Fund | Common Collective Trusts | — | — | $7.5M | 5.9% | |
| FID FDM IDX 2055 Mutual Fund | Common Collective Trusts | — | — | $6.5M | 5.1% | |
| FID FDM IDX 2025 Mutual Fund | Common Collective Trusts | — | — | $5.6M | 4.4% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $4.9M | 3.8% | |
| FID EXTD MKT IDX Mutual Fund | Common Collective Trusts | — | — | $4.7M | 3.7% | |
| FID FDM IDX 2020 Mutual Fund | Common Collective Trusts | — | — | $4.4M | 3.4% | |
| FID FDM IDX 2070 Mutual Fund ** 719 * Participant loans Interest rates ranging from 4.25% to 9.50% -0- | Common Collective Trusts | — | — | $3.5M | 2.7% | |
| FID FDM IDX 2060 Mutual Fund | Common Collective Trusts | — | — | $3.3M | 2.5% | |
| VANG BAL INDEX Mutual Fund | Other securities | — | — | $3.2M | 2.5% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $2.0M | 1.5% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $1.5M | 1.2% | |
| VANG SMCPVL IDX Mutual Fund | Common Collective Trusts | — | — | $1.2M | 1.0% | |
| VANG VALUE IDX Mutual Fund | Common Collective Trusts | — | — | $1.1M | 0.9% | |
| VANG SMCP GR IDX Mutual Fund | Common Collective Trusts | — | — | $862K | 0.7% | |
| FID FDM IDX 2065 Mutual Fund | Common Collective Trusts | — | — | $832K | 0.7% | |
| FID FDM IDX 2010 Mutual Fund | Common Collective Trusts | — | — | $799K | 0.6% | |
| FID FDM IDX INC Mutual Fund | Common Collective Trusts | — | — | $730K | 0.6% | |
| FID FDM IDX 2015 Mutual Fund | Common Collective Trusts | — | — | $504K | 0.4% | |
| FID EMRG MKTS IDX Mutual Fund | Common Collective Trusts | — | — | $402K | 0.3% | |
| FID INFL PR BD IDX Mutual Fund | Common Collective Trusts | — | — | $381K | 0.3% | |
| FID GLB EX US IDX Mutual Fund | Common Collective Trusts | — | — | $144K | 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 |
|---|---|---|---|---|---|
| CLARK NUBER | 91-1194016 | — | ACCOUNTANT/AUDITOR | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH MANAGEMENT SYSTEMS INC | 22-3734996 | — | NONE | $0 | — |
