Irwin YAU signed TCA Architects, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TCA Architects, Inc.'s EIN is 93-1170091.
Download the official 2024 Form 5500 (PDF) for TCA Architects, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TCA Architects, 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 |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL SERVICES, LLC | — | FAIRFAX, VA | INVESTMENT MANAGER | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth ETF Exchange traded fund | Mutual Funds | — | — | $4.3M | 23.0% | |
| iShares Russell 1000 Value ETF Exchange traded fund | Common Collective Trusts | — | — | $1.7M | 9.3% | |
| DFA US Large Cap Value I Mutual fund | Mutual Funds | — | — | $1.5M | 8.4% | |
| DFA Large Cap International I Mutual fund | Mutual Funds | — | — | $1.4M | 7.3% | |
| iShares Exponential Technologies ETF Exchange traded fund | Other securities | — | — | $1.0M | 5.7% | |
| DFA US Small Cap I Mutual fund | Mutual Funds | — | — | $1.0M | 5.6% | |
| DFA Intermediate Govt Fixed Income I Mutual fund | Mutual Funds | — | — | $800K | 4.3% | |
| iShares Core S&P Mid-Cap ETF Exchange traded fund | Other securities | — | — | $718K | 3.9% | |
| Interest-bearing cash Interest-bearing cash | Cash / Money Market | — | — | $711K | 3.8% | |
| SPDR Portfolio Mortgage Backed Bond ETF Exchange traded fund | Other securities | — | — | $676K | 3.7% | |
| iShares iBoxx $ Invmt Grade Corp Bd ETF Exchange traded fund | Common Stocks | — | — | $672K | 3.6% | |
| DFA Emerging Markets Core Equity I Mutual fund | Mutual Funds | — | — | $663K | 3.6% | |
| DFA International Value I Mutual fund | Mutual Funds | — | — | $502K | 2.7% | |
| DFA Five-Year Global Fixed Income I Mutual fund | Mutual Funds | — | — | $451K | 2.4% | |
| SPDR S&P Kensho New Economies Comps ETF Exchange traded fund | Other securities | — | — | $419K | 2.3% | |
| Vanguard Real Estate ETF Exchange traded fund | Mutual Funds | — | — | $399K | 2.2% | |
| DFA Short-Term Extended Quality I Mutual fund | Mutual Funds | — | — | $294K | 1.6% | |
| SPDR S&P North American Natural Res ETF Exchange traded fund | Other securities | — | — | $287K | 1.6% | |
| Invesco S&P 500 High Div Low Vol ETF Exchange traded fund | Common Collective Trusts | — | — | $180K | 1.0% | |
| Vanguard Short-Term Treasury Adm Mutual fund | Mutual Funds | — | — | $157K | 0.9% | |
| iShares MSCI EAFE Min Vol Factor ETF Exchange traded fund | Other securities | — | — | $143K | 0.8% | |
| Notes receivable from participants Loans (5.00% - 9.50%) | Bonds / Notes | — | — | $109K | 0.6% | |
| Vanguard Ultra-Short-Term Bond Admiral Mutual fund | Mutual Funds | — | — | $83K | 0.4% | |
| DFA Two-Year Global Fixed Income I Mutual fund | Mutual Funds | — | — | $78K | 0.4% | |
| Vanguard FTSE Emerging Markets ETF Exchange traded fund | Mutual Funds | — | — | $70K | 0.4% | |
| Legg Mason Low Volatility High Div ETF Exchange traded fund | Other securities | — | — | $42K | 0.2% | |
| DFA International Small Cap Value I Mutual fund | Mutual Funds | — | — | $27K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
