Lindsay Snyder signed TCMI, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TCMI, Inc.'s EIN is 94-3226250.
Download the official 2024 Form 5500 (PDF) for TCMI, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TCMI, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2035 IPR | Common Collective Trusts | — | $7.0M | $7.4M | 13.8% | |
| FID 500 INDEX | Common Collective Trusts | — | $4.3M | $6.0M | 11.1% | |
| FID BLUE CHIP GR K6 | Mutual Funds | — | $4.0M | $6.0M | 11.1% | |
| FID FDM IDX 2020 IPR | Common Collective Trusts | — | $5.1M | $4.8M | 9.0% | |
| FID FDM IDX 2050 IPR | Common Collective Trusts | — | $4.1M | $4.6M | 8.5% | |
| FID FDM IDX 2045 IPR | Common Collective Trusts | — | $3.6M | $4.1M | 7.6% | |
| FID LG CAP GR IDX | Common Collective Trusts | — | $2.5M | $3.6M | 6.7% | |
| FID FDM IDX 2055 IPR | Common Collective Trusts | — | $3.0M | $3.4M | 6.3% | |
| FID FDM IDX 2030 IPR | Common Collective Trusts | — | $3.2M | $3.3M | 6.1% | |
| FID FDM IDX 2060 IPR | Common Collective Trusts | — | $1.3M | $1.5M | 2.7% | |
| FID SM CAP IDX | Common Collective Trusts | — | $1.3M | $1.4M | 2.6% | |
| RBC EMRG MKTS EQ R6 | Other securities | — | $1.4M | $1.3M | 2.4% | |
| FID FDM IDX 2040 IPR | Common Collective Trusts | — | $884K | $981K | 1.8% | |
| FID INFL PR BD IDX | Common Collective Trusts | — | $798K | $670K | 1.2% | |
| FID MID CAP IDX | Common Collective Trusts | — | $544K | $613K | 1.1% | |
| FID LG CAP VAL IDX | Common Collective Trusts | — | $485K | $558K | 1.0% | |
| FID GLB EX US IDX | Common Collective Trusts | — | $563K | $548K | 1.0% | |
| FID INTL CAP APPR K6 | Mutual Funds | — | $396K | $419K | 0.8% | |
| FID FDM IDX 2025 IPR | Common Collective Trusts | — | $388K | $392K | 0.7% | |
| J H TRITON N | Other securities | — | $239K | $205K | 0.4% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $205K | 0.4% | |
| AF AMER MUTUAL R6 | Other securities | — | $169K | $186K | 0.3% | |
| FID GOVT MMKT K6 | Mutual Funds | — | $176K | $176K | 0.3% | |
| MFS MID CAP GRTH R6 | Mutual Funds | — | $140K | $148K | 0.3% | |
| FID TOTAL BOND K6 | Mutual Funds | — | $95K | $92K | 0.2% | |
| FID FDM IDX 2065 IPR | Common Collective Trusts | — | $71K | $81K | 0.2% | |
| AM CENT MD CP VAL R6 | Other securities | — | $86K | $79K | 0.1% | |
| CAUSEWAY INTL VAL IS | Other securities | — | $68K | $71K | 0.1% | |
| MIP CL 2 | Other securities | — | $26K | $26K | <0.1% | |
| FID US BOND IDX | Common Collective Trusts | — | $28K | $25K | <0.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $25K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
