Tolko Industries (U.S.) Ltd.'s EIN is 91-1911762.
Download the official 2024 Form 5500 (PDF) for Tolko Industries (U.S.) Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tolko Industries (U.S.) Ltd.'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 |
|---|---|---|---|---|---|
| MWG RETIREMENT PLAN SERVICES | 72-1396518 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $10K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $914K | 20.1% | |
| Great Gray Collective Invt Tr Wilmington Tr Collective Invt Tr | Common Collective Trusts | — | — | $839K | 18.4% | |
| American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $494K | 10.9% | |
| American Funds 2060 Target Date Ret R6 | Mutual Funds | — | — | $450K | 9.9% | |
| Victory Sycamore Established Value Y | Other securities | — | — | $240K | 5.3% | |
| Fidelity Real Estate Investment Port | Mutual Funds | — | — | $204K | 4.5% | |
| American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $200K | 4.4% | |
| Fidelity International Capital Apprec Investment Companies | Mutual Funds | — | — | $194K | 4.3% | |
| American Funds 2020 Trgt Date Retire R6 | Mutual Funds | — | — | $160K | 3.5% | |
| American Funds 2010 Trgt Date Retire R6 | Mutual Funds | — | — | $155K | 3.4% | |
| Vanguard Specialized Fd Vanguard Real Estate Index Admiral 232 Vanguard Growth Index Adm | Mutual Funds | — | — | $145K | 3.2% | |
| PUTNAM STABLE VALUE 25BPS OPTION 4 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 001 | Common Collective Trust | — | — | $135K | 3.0% | |
| American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $134K | 2.9% | |
| American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $85K | 1.9% | |
| American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $25K | 0.6% | |
| Fidelity Government Income Value of Interest in Registered | Mutual Funds | — | — | $23K | 0.5% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $21K | 0.5% | |
| Fidelity Intermediate Treasury Bond Index Fund 187 * Fidelity 500 Index Fund | U.S. Treasuries | — | — | $20K | 0.4% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $19K | 0.4% | |
| Vanguard Total World Stk Index Admiral | Mutual Funds | — | — | $19K | 0.4% | |
| Vanguard Short-Term Bond Index Adm | Mutual Funds | — | — | $13K | 0.3% | |
| Fidelity Cash Reserves Cash 480 * Fidelity Government Money Market Government Money Market Fund | Mutual Funds | — | — | $13K | 0.3% | |
| Fidelity Inter Index Fund | Common Collective Trusts | — | — | $13K | 0.3% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $5K | 0.1% | |
| Fidelity Extended Mkt Index Fund 28 * Fidelity Mid Cap Index Fd | Common Collective Trusts | — | — | $4K | <0.1% | |
| JPMorgan Emerging Markets Equity Fund Class R6 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
