Carey Carrico signed Transworld Systems Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Transworld Systems Inc.'s EIN is 94-1728881.
Download the official 2024 Form 5500 (PDF) for Transworld Systems Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Transworld Systems 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $312K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $48K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Guaranteed interest account (held by Principal Trust Company) * Principal Life Insurance Co. Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $22.4M | 22.1% | |
| Vanguard Intermediate-Term Bond Admiral Fund | Mutual Funds | — | — | $19.1M | 18.8% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $9.8M | 9.7% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $8.7M | 8.6% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $7.7M | 7.6% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $6.5M | 6.4% | |
| Vanguard Emerging Markets Stock Index Admiral | Mutual Funds | — | — | $6.4M | 6.4% | |
| Vanguard MidCap Value Index Admiral | Mutual Funds | — | — | $4.6M | 4.6% | |
| Vanguard MidCap Growth Index Admiral | Mutual Funds | — | — | $3.4M | 3.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $3.0M | 3.0% | |
| Notes receivable from participants Interest ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $2.7M | 2.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2.7M | 2.6% | |
| Vanguard Balanced Index Admiral Fund | Mutual Funds | — | — | $602K | 0.6% | |
| Vanguard Equity-Income Admiral Fund | Mutual Funds | — | — | $548K | 0.5% | |
| Amundi Asset Management Pioneer Fundamental Growth Fund K | Other securities | — | — | $510K | 0.5% | |
| Invesco Divers Dividend R6 Fund | Mutual Funds | — | — | $432K | 0.4% | |
| Eaton Vance Atanta Captial SMID-Cap R6 | Other securities | — | — | $338K | 0.3% | |
| Vanguard FTSE Social Index | Mutual Funds | — | — | $319K | 0.3% | |
| MFS International Growth R6 | Mutual Funds | — | — | $314K | 0.3% | |
| Parnassus Investments Core Equity Institutional Fund | Other securities | — | — | $269K | 0.3% | |
| s (held by Principal Trust Company) BlackRock Liquidity Funds ** $ 142 Vanguard Short-term Bond Index Admiral Fund | Mutual Funds | — | — | $267K | 0.3% | |
| The American Funds New World R6 | Mutual Funds | — | — | $244K | 0.2% | |
| Nuveen Asset Management Core Impact Bond Fund R6 | U.S. Treasuries | — | — | $232K | 0.2% | |
| (E) | Other securities | — | — | $65K | <0.1% | |
| Vanguard GNMA Admiral Fund | Agency / Mortgage-Backed | — | — | $65K | <0.1% | |
| (E) | Other securities | — | $26K | $40K | <0.1% | |
| First Eagle Global I Fund | Other securities | — | — | $40K | <0.1% | |
| AllianceBernstein Global Bond Z Fund | Other securities | — | — | $26K | <0.1% |
