Tempus Unlimited, Inc.'s EIN is 04-2239746.
Download the official 2023 Form 5500 (PDF) for Tempus Unlimited, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Tempus Unlimited, 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $43K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Target Date Retirement 2030 R6 - | Mutual Funds | — | — | $1.6M | 11.1% | |
| American Funds Target Date Retirement 2055 R6 - | Mutual Funds | — | — | $1.5M | 10.2% | |
| American Funds Target Date Retirement 2045 R6 - | Mutual Funds | — | — | $1.4M | 10.1% | |
| American Funds Target Date Retirement 2035 R6 - | Mutual Funds | — | — | $1.2M | 8.4% | |
| American Funds Target Date Retirement 2040 R6 - | Mutual Funds | — | — | $1.0M | 7.3% | |
| Fidelity 500 Index Funds - | Common Collective Trusts | — | — | $1.0M | 7.2% | |
| American Funds Target Date Retirement 2050 R6 - | Mutual Funds | — | — | $961K | 6.8% | |
| American Funds Target Date Retirement 2025 R6 - | Mutual Funds | — | — | $853K | 6.0% | |
| Dodge & Cox Income I - | Mutual Funds | — | — | $689K | 4.8% | |
| MFS Large Growth R4 - | Mutual Funds | — | — | $621K | 4.4% | |
| Vanguard Developed Markets Index Adm - | Mutual Funds | — | — | $567K | 4.0% | |
| American Funds Target Date Retirement 2060 R6 - | Mutual Funds | — | — | $523K | 3.7% | |
| Vanguard Value Index Admiral - | Mutual Funds | — | — | $522K | 3.7% | |
| The Standard Stable Asset A - | Other securities | — | — | $465K | 3.3% | |
| Total fully benefit responsive - | Other securities | — | — | $465K | 3.3% | |
| investment contracts * Notes receivable from participants Interest rates of 3.25%-8.50%, matures 2033 - | Bonds / Notes | — | — | $405K | 2.9% | |
| Vanguard Small Cap I - | Mutual Funds | — | — | $219K | 1.5% | |
| Janus Henderson Enterprise Funds I - | Mutual Funds | — | — | $168K | 1.2% | |
| MFS Mid Cap Value Funds Cl R6 - | Mutual Funds | — | — | $154K | 1.1% | |
| PIMCO Income Funds I2 - | Mutual Funds | — | — | $65K | 0.5% | |
| PGIM High Yield Fund Z - | Other securities | — | — | $47K | 0.3% | |
| American Funds Target Date Retirement 2020 R6 - | Mutual Funds | — | — | $42K | 0.3% | |
| Vanguard Inflation Protected Securities Adm - | Mutual Funds | — | — | $35K | 0.2% | |
| Vanguard Wellesley Income Admiral - | Mutual Funds | — | — | $30K | 0.2% | |
| Vanguard Explorer Funds Admiral Shares - | Mutual Funds | — | — | $27K | 0.2% | |
| Fidelity Emerging Markets Funds - | Mutual Funds | — | — | $27K | 0.2% | |
| American Funds Target Date Retirement 2015 R6 - | Mutual Funds | — | — | $25K | 0.2% | |
| Vanguard Small Cap Value Index Admiral - | Mutual Funds | — | — | $25K | 0.2% | |
| Janus Henderson Global Life Sciences I - | Mutual Funds | — | — | $20K | 0.1% | |
| American Beacon Small Cap Value R5 - 896 American Funds Target Date Retirement 2010 R6 - | Mutual Funds | — | — | $6K | <0.1% | |
| Eaton Vance Atlanta Capital SMID Cap R6 - | Other securities | — | — | $4K | <0.1% | |
| Fidelity Advanced Diversified Intl Funds Z - | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
