Suzanne Giddens signed Tax Defense Network, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tax Defense Network, LLC's EIN is 14-1906885.
Download the official 2024 Form 5500 (PDF) for Tax Defense Network, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tax Defense Network, LLC'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | SERVICE PROVIDER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PIM RLPT Bl 2050 Coll Tr U Common Collective Trust | Common Collective Trusts | — | — | $1.2M | 15.6% | |
| PIMCO REALPATH BLEND 2050 COLLECTIV SEI DWIGHT FUNDS · EIN 84-4384278 / PN 001 | Common Collective Trust | — | — | $1.2M | 15.6% | |
| PIM RLPT Bl 2030 Coll Tr U Common Collective Trust | Common Collective Trusts | — | — | $867K | 11.7% | |
| PIMCO REALPATH BLEND 2030 COLLECTIV SEI DWIGHT FUNDS · EIN 84-4313577 / PN 001 | Common Collective Trust | — | — | $867K | 11.7% | |
| PIMCO REALPATH BLEND 2055 COLLECTIV SEI DWIGHT FUNDS · EIN 84-4410629 / PN 001 | Common Collective Trust | — | — | $755K | 10.1% | |
| PIM RLPT Bl 2045 Coll Tr U Common Collective Trust | Common Collective Trusts | — | — | $564K | 7.6% | |
| PIMCO REALPATH BLEND 2045 COLLECTIV SEI DWIGHT FUNDS · EIN 84-4363123 / PN 001 | Common Collective Trust | — | — | $564K | 7.6% | |
| PIM RLPT Bl 2060 Coll Tr U Common Collective Trust | Common Collective Trusts | — | — | $550K | 7.4% | |
| PIMCO REALPATH BLEND 2060 COLLECTIV SEI DWIGHT FUNDS · EIN 84-4428760 / PN 001 | Common Collective Trust | — | — | $550K | 7.4% | |
| PIM RLPT Bl 2040 Coll Tr U Common Collective Trust | Common Collective Trusts | — | — | $534K | 7.2% | |
| PIMCO REALPATH BLEND 2040 COLLECTIV SEI DWIGHT FUNDS · EIN 84-4353277 / PN 001 | Common Collective Trust | — | — | $534K | 7.2% | |
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $414K | 5.6% | |
| Fidelity Select Tech Pt Registered Investment Company | Mutual Funds | — | — | $390K | 5.2% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $338K | 4.5% | |
| PIMCO REALPATH BLEND 2035 COLLECTIV SEI DWIGHT FUNDS · EIN 84-4332975 / PN 001 | Common Collective Trust | — | — | $277K | 3.7% | |
| PIMCO REALPATH BLEND 2025 COLLECTIV SEI DWIGHT FUNDS · EIN 84-4306238 / PN 001 | Common Collective Trust | — | — | $262K | 3.5% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $196K | 2.6% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $145K | 2.0% | |
| WILMINGTON TRUST T. ROWE PRICE STAB WILMINGTON TRUST FUNDS · EIN 86-1182766 / PN 655 | Common Collective Trust | — | — | $141K | 1.9% | |
| VanEck Intl Invtrs Gold Fd I Registered Investment Company | Common Stocks | — | — | $134K | 1.8% | |
| Pioneer Strategic Income Fund " ** 828 Janus Henderson Enterprise Fund " | Mutual Funds | — | — | $117K | 1.6% | |
| ClrBrg SmCp Grw Fd IS Registered Investment Company | Common Stocks | — | — | $73K | 1.0% | |
| Voya Government Money Market Fund Mutual fund ** 406 Cohen & Steers Real Estate Securities Fund " | Cash / Money Market | — | — | $69K | 0.9% | |
| JPMorgan Large Cap Value Fund " | Other securities | — | — | $21K | 0.3% | |
| (Held at End of Year) TAX DEFENSE NETWORK 401(K) PLAN EIN#14-1906885 Plan# 001 PIM RLPT Bl Inc Coll Tr U Common Collective Trust | Common Collective Trusts | — | — | $15K | 0.2% | |
| PIMCO REALPATH BLEND INCOME COLLECT SEI DWIGHT FUNDS · EIN 84-4282179 / PN 001 | Common Collective Trust | — | — | $15K | 0.2% | |
| Goldman Sachs Small Cap Value Insights Fund " | Other securities | — | — | $13K | 0.2% | |
| Principal Overseas Fund " | Other securities | — | — | $9K | 0.1% | |
| Fid Inf Prt Bd Idx Fd Registered Investment Company | Common Collective Trusts | — | — | $9K | 0.1% | |
| Fidelity Inflation-Protected Bond Index Fund " | Common Collective Trusts | — | — | $9K | 0.1% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $5K | <0.1% | |
| MFS Mid Cap Value Fund " | Mutual Funds | — | — | $2K | <0.1% | |
| PIMCO REALPATH BLEND 2065 U SEI FUNDS · EIN 92-1459838 / PN 035 | Common Collective Trust | — | — | $367 | <0.1% |
