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401k Sponsoring company profile

TD AMERITRADE TRUST COMPANY has sponsored the creation of one or more 401k plans.

Company Name:TD AMERITRADE TRUST COMPANY
Employer identification number (EIN):200937408

The following addresses have been detected on the 401k submissions:

USA Mailing Address
717 17TH STREET, SUITE 1800
DENVER
CO
802023331
Date first seen: 2010-05-07
Date last seen: 2019-01-04
USA Location Address
717 17TH STREET, SUITE 1800
DENVER
CO
802023331
Date first seen: 2017-03-08
Date last seen: 2020-02-06

Plan Sponsor Events

TD AMERITRADE TRUST COMPANY 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
120STRATEGIC ALLOCATION AGGRESSIVE GROWTH FUND2014-06-01 2018-06-01
170STARPATH STARTRACK 2020 FUND2014-06-01 2018-06-01
221RETIREMENT ADVOCATE FUNDS MODERATE AGGRESSIVE2014-06-01 2018-06-01
140MANAGED RETIREMENT FUNDS BALANCED2014-06-01 2018-06-01
229MANAGED RETIREMENT FUNDS REAL ASSET2014-06-01 2018-06-01
227EVALUATOR PORTFOLIOS AGGRESSIVE GROWTH2014-06-01 2014-06-01
208STRATEGIC TARGET 2025 FUND2014-06-01 2018-06-01
220RETIREMENT ADVOCATE FUNDS MODERATE2014-06-01 2018-06-01
179STRATEGIC ALLOCATION TARGET DATE 20352015-06-01 2018-06-01
222RETIREMENT ADVOCATE FUNDS AGGRESSIVE2015-06-01 2018-06-01
202RETIRE2025 FUND2014-06-01 2014-06-01
116STRATEGIC ALLOCATION INCOME & GROWTH FUND2015-06-01 2018-06-01
115STRATEGIC ALLOCATION CAPITAL PRESERVATION FUND2015-06-01 2018-06-01
207STRATEGIC TARGET 2015 FUND2015-06-01 2018-06-01
255STRATEGIC TARGET RISK GROWTH FUND2015-06-01 2018-06-01
210STRATEGIC TARGET 2045 FUND2015-06-01 2018-06-01
204RETIRE2045 FUND2015-06-01 2014-06-01
253INCEPTUS MODERATELY AGGRESSIVE FUND2015-06-01 2014-06-01
200RETIRE INCOME FUND2015-06-01 2014-06-01
267STRATEGIC ROADMAP AGGRESSIVE FUND2015-06-30 2018-06-01
226EVALUATOR PORTFOLIOS GROWTH2015-06-01 2014-06-01
223EVALUATOR PORTFOLIOS VERY CONSERVATIVE2015-06-01 2014-06-01
167STARPATH STARCORE US FUND2015-06-01 2018-06-01
206STRATEGIC TARGET 2005 FUND2012-06-01 2018-06-01
143MANAGED RETIREMENT FUNDS MODERATE2015-06-01 2018-06-01
259STRATEGIC TARGET RISK CONSERVATIVE FUND2015-06-01 2018-06-01
251INCEPTUS MODERATE FUND2015-06-01 2014-06-01
169STARTRACK RETIREMENT INCOME FUND FKA - STARPATH STARTRACK 2010 FUND2015-06-01 2018-06-01
203RETIRE2035 FUND2015-06-01 2014-06-01
171STARPATH STARTRACK 2030 FUND2015-06-01 2018-06-01
166STARPATH STARCORE GLOBAL VALUE FUND2012-06-01 2018-06-01
178STRATEGIC ALLOCATION TARGET DATE 20252012-06-01 2018-06-01
180STRATEGIC ALLOCATION TARGET DATE 20452015-06-01 2018-06-01
271STRATEGIC ROADMAP MODERATE FUND2015-06-30 2018-06-01
257STRATEGIC TARGET RISK MODERATE FUND2015-06-01 2018-06-01
225EVALUATOR PORTFOLIOS BASED MODERATE2015-06-01 2014-06-01
258STRATEGIC TARGET RISK MODERATELY CONSERVATIVE FUND2015-06-01 2018-06-01
172STARPATH STARTRACK 2040 FUND2015-06-01 2018-06-01
119STRATEGIC ALLOCATION GROWTH FUND2015-06-01 2018-06-01
209STRATEGIC TARGET 2035 FUND2015-06-01 2018-06-01
228EVALUATOR PORTFOLIOS TACTICAL MANAGER2015-06-01 2014-06-01
201RETIRE2015 FUND2015-06-01 2014-06-01
266STARPATH STARTRACK 2050 FUND2015-06-01 2018-06-01
177STRATEGIC ALLOCATION TARGET DATE 20152015-06-01 2018-06-01
118STRATEGIC ALLOCATION MODERATE GROWTH FUND2015-06-01 2018-06-01
139MANAGED RETIREMENT FUNDS CONSERVATIVE2015-06-01 2018-06-01
117STRATEGIC ALLOCATION BALANCED FUND2015-06-01 2018-06-01
164STARPATH STARCORE III2015-06-01 2018-06-01
254INCEPTUS CONSERVATIVE FUND2015-06-01 2014-06-01
265STRATEGIC TARGET 2055 FUND2015-06-01 2018-06-01
268STRATEGIC ROADMAP BALANCED FUND2015-06-30 2018-06-01
168STARPATH STARCORE INTERNATIONAL FUND2015-06-01 2018-06-01
218RETIREMENT ADVOCATE FUNDS CONSERVATIVE2015-06-01 2018-06-01
142MANAGED RETIREMENT FUNDS AGGRESSIVE2015-06-01 2018-06-01
141MANAGED RETIREMENT FUNDS GROWTH2015-06-01 2018-06-01
110TARGET ALLOCATION STRATEGIC BALANCED FUND2009-01-01
197SUNRISE CAPITAL PRESERVATION2009-01-01
111TARGET ALLOCATION STRATEGIC GROWTH FUND2009-01-01
165STARPATH STARCORE IV2009-01-01 2018-06-01
145BLUEPRINT TARGET DATE 2020 FUND2009-01-01
212FACETS TARGET RETIREMENT 2025 FUND2009-01-01
161MANAGED BALANCED PORTFOLIO2009-01-01
199EMERALD STRATEGIC ALLOC FIXED INC FD2009-01-01
151TRUEPATH AGGRESSIVE FUND2009-01-01
162STARPATH STARCORE I2009-01-01 2018-06-01
211FACETS TARGET RETIREMENT 2015 FUND2009-01-01
217FACETS MANAGED INDEX FUND2009-01-01
109TARGET ALLOCATION STRATEGIC CONSERVATIVE FUND2009-01-01
224EVALUATOR PORTFOLIOS CONSERVATIVE2015-06-01 2014-06-01
252INCEPTUS MODERATELY CONSERVATIVE FUND2015-06-01 2014-06-01
163STARPATH STARCORE II2016-06-01 2018-06-01
250INCEPTUS AGGRESSIVE FUND2016-06-01 2014-06-01
270STRATEGIC ROADMAP GROWTH FUND2016-06-01 2018-06-01
269STRATEGIC ROADMAP CONSERVATIVE FUND2016-06-01 2018-06-01
219RETIREMENT ADVOCATE FUNDS MODERATE CONSERVATIVE2016-06-01 2018-06-01
205RETIRE2055 FUND2016-06-01 2014-06-01
256STRATEGIC TARGET RISK MODERATE GROWTH FUND2016-06-01 2018-06-01
286EXPRESS SCRIPTS MID-VALUE FUND2013-06-01
285EXPRESS SCRIPTS MID-GROWTH FUND2013-06-01
193SUNRISE BALANCED EQUITY2013-06-01
287EXPRESS SCRIPTS SMALL-GROWTH FUND2013-06-01
195SUNRISE DIVERSIFIED INCOME2013-06-01
284EXPRESS SCRIPTS LARGE VALUE FUND2013-06-01
282EXPRESS SCRIPTS INTERNATIONAL FUND2013-06-01
283EXPRESS SCRIPTS LARGE GROWTH FUND2013-06-01
194SUNRISE BALANCED FUND2013-06-01
191SUNRISE DIVERSIFIED EQUITY2013-06-01
288EXPRESS SCRIPTS SMALL-VALUE FUND2013-06-01
280EXPRESS SCRIPTS FIXED INCOME FUND2013-06-01
281EXPRESS SCRIPTS WORLD EQUITIES FUND2013-06-01
196SUNRISE INCOME FUND2011-01-01
192SUNRISE DIVERSIFIED EQUITY AND INCOME2012-01-01
215FACETS LIFESTYLE MODERATE FUND2011-01-01
214FACETS LIFESTYLE CONSERVATIVE FUND2011-01-01
213FACETS TARGET RETIREMENT 2035 FUND2011-01-01
198EMERALD LARGE CAP CONSER GWTH FD2011-01-01
216FACETS LIFESTYLE AGGRESSIVE FUND2011-01-01
099FIRST PEAK RUSSELL 1000 INDEX FUND2010-01-01
147TRUEPATH CONSERVATIVE FUND2009-01-01
149TRUEPATH MODERATE FUND2009-01-01
137MULTI DIMENSIONAL PREMIUM PROTECT FUND2009-01-01
148TRUEPATH MODERATELY CONSERVATIVE FUND2009-01-01
146BLUEPRINT TARGET DATE 2030 FUND2009-01-01
112TARGET ALLOCATION TACTICAL CONSERVATIVE FUND2009-01-01
136MULTI DIMENSIONAL PREMIUM POWER FUND2009-01-01
150TRUEPATH MODERATELY AGGRESSIVE FUND2009-01-01
114TARGET ALLOCATION TACTICAL GROWTH FUNDS2009-01-01
135MULTI DIMENSIONAL PREMIUM PERFORMANCE FUND2009-01-01
144BLUEPRINT TARGET DATE 2010 FUND2009-01-01
138MULTI DIMENSIONAL PREMIUM PRESERVE FUND2009-01-01
113TARGET ALLOCATION TACTICAL BALANCED FUND2009-01-01
303GOALPATH 2030 AGGRESSIVE PORTFOLIO2018-12-31 2018-12-31
304GOALPATH 2030 CONSERVATIVE PORTFOLIO2018-12-31 2018-12-31
306GOALPATH 2040 AGGRESSIVE PORTFOLIO2018-12-31 2018-12-31
307GOALPATH 2040 CONSERVATIVE PORTFOLIO2018-12-31 2018-12-31
308GOALPATH 2040 MODERATE PORTFOLIO2018-12-31 2018-12-31
309GOALPATH 2050 AGGRESSIVE PORTFOLIO2018-12-31 2018-12-31
310GOALPATH 2050 CONSERVATIVE PORTFOLIO2018-12-31 2018-12-31
311GOALPATH 2050 MODERATE PORTFOLIO2018-12-31 2018-12-31
300GOALPATH 2020 AGGRESSIVE PORTFOLIO2018-12-31 2018-12-31
312GOALPATH 2060 AGGRESSIVE PORTFOLIO2018-12-31 2018-12-31
301GOALPATH 2020 CONSERVATIVE PORTFOLIO2018-12-31 2018-12-31
313GOALPATH 2060 CONSERVATIVE PORTFOLIO2018-12-31 2018-12-31
314GOALPATH 2060 MODERATE PORTFOLIO2018-12-31 2018-12-31
302GOALPATH 2020 MODERATE PORTFOLIO2018-12-31 2018-12-31
305GOALPATH 2030 MODERATE PORTFOLIO2018-12-31 2018-12-31
272TOPS TARGET PORTFOLIO 20202018-06-01 2018-06-01
273TOPS TARGET PORTFOLIO 20302018-06-01 2018-06-01
274TOPS TARGET PORTFOLIO 20402018-06-01 2018-06-01
275TOPS TARGET PORTFOLIO 20502018-06-01 2018-06-01
276TOPS TARGET PORTFOLIO 20552018-06-01 2018-06-01
277TOPS TARGET PORTFOLIO 20602018-06-01 2018-06-01

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