Preethi Santhanam signed T.Y. LIN International Group, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
T.Y. LIN International Group, Ltd.'s EIN is 94-3277448.
Download the official 2024 Form 5500 (PDF) for T.Y. LIN International Group, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)T.Y. LIN International Group, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $175K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $133K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $77.5M | 17.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $54.1M | 12.2% | |
| State Street Target Retirement 2030 VI | Other securities | — | — | $31.1M | 7.0% | |
| SS TRGT RET 2030 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 316 | Common Collective Trust | — | — | $31.1M | 7.0% | |
| State Street Target Retirement 2035 VI | Other securities | — | — | $28.7M | 6.5% | |
| SS TRGT RET 2035 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 317 | Common Collective Trust | — | — | $28.7M | 6.5% | |
| State Street Target Retirement 2025 VI | Other securities | — | — | $23.1M | 5.2% | |
| SS TRGT RET 2025 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 315 | Common Collective Trust | — | — | $23.1M | 5.2% | |
| State Street Target Retirement 2045 VI | Other securities | — | — | $21.9M | 4.9% | |
| SS TRGT RET 2045 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 319 | Common Collective Trust | — | — | $21.9M | 4.9% | |
| State Street Target Retirement 2040 VI | Other securities | — | — | $21.2M | 4.8% | |
| SS TRGT RET 2040 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 318 | Common Collective Trust | — | — | $21.2M | 4.8% | |
| State Street Target Retirement 2050 VI | Other securities | — | — | $19.8M | 4.5% | |
| SS TRGT RET 2050 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 320 | Common Collective Trust | — | — | $19.8M | 4.5% | |
| LS SMALL MID CP GR C LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 016 | Common Collective Trust | — | — | $16.4M | 3.7% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $15.2M | 3.4% | |
| Goldman Sachs Stable Value Institutional | Stable Value | — | — | $15.2M | 3.4% | |
| Fidelity Total International Index | Mutual Funds | — | — | $12.8M | 2.9% | |
| Neuberger Berman Large Cap Value R6 | Other securities | — | — | $12.5M | 2.8% | |
| PIMCO Total Return Institutional | Mutual Funds | — | — | $12.5M | 2.8% | |
| State Street Target Retirement 2055 VI | Other securities | — | — | $12.5M | 2.8% | |
| SS TRGT RET 2055 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 325 | Common Collective Trust | — | — | $12.5M | 2.8% | |
| Victory Integrity Small Mid Cap Value | Other securities | — | — | $10.8M | 2.4% | |
| VICT INT SMMDCP VL C GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 007 | Common Collective Trust | — | — | $10.8M | 2.4% | |
| State Street Target Retirement 2020 VI | Other securities | — | — | $7.9M | 1.8% | |
| SS TRGT RET 2020 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 314 | Common Collective Trust | — | — | $7.9M | 1.8% | |
| State Street Target Retirement 2060 VI | Other securities | — | — | $6.4M | 1.4% | |
| SS TRGT RET 2060 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 454 | Common Collective Trust | — | — | $6.4M | 1.4% | |
| State Street Target Retirement Income VI | Other securities | — | — | $6.2M | 1.4% | |
| SS TRGT RET INC VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 326 | Common Collective Trust | — | — | $6.2M | 1.4% | |
| WTC-CTF International Opportunities Portfolio | Other securities | — | — | $6.0M | 1.4% | |
| WT INTL OPPS 4 WELLINGTON TRUST COMPANY, NA · EIN 27-3649481 / PN 001 | Common Collective Trust | — | — | $6.0M | 1.4% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $5.7M | 1.3% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $4.3M | 1.0% | |
| Invesco Stable Value | Stable Value | — | — | $4.2M | 0.9% | |
| INVESCO STBL VAL A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $4.2M | 0.9% | |
| State Street Target Retirement 2065 VI | Other securities | — | — | $2.2M | 0.5% | |
| SS TRGT RET 2065 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 049 | Common Collective Trust | — | — | $2.2M | 0.5% | |
| Interest-bearing cash | Cash / Money Market | — | — | $1.7M | 0.4% | |
| PIMCO Inflation Response Multi Asset | Mutual Funds | — | — | $1.5M | 0.3% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $48K | <0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CAPFINANCIAL PARTNERS LLC. |
| 26-0058143 |
| — |
| CONSULTANT |
| $27K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRASSI & CO., CPAS P.C. | 11-3266576 | — | ACCOUNTANT/AUDITOR | $33K | — |
| RSM US LLP | 42-0714325 | — | ACCOUNTANT/AUDITOR | $32K | — |
