Tanner LLC's EIN is 20-2253063.
Download the official 2024 Form 5500 (PDF) for Tanner LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tanner LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $88K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $4.8M | 15.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.7M | 8.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.3M | 7.5% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.2M | 7.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.7M | 5.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.7M | 5.4% | |
| Fidelity Total Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.6M | 5.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.6M | 5.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.4M | 4.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.4M | 4.5% | |
| JP Morgan US Value Fund R6 Mutual Fund | Other securities | — | — | $1.0M | 3.3% | |
| Primecap Odyssey Aggressive Growth Fund Mutual Fund | Mutual Funds | — | — | $801K | 2.6% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $725K | 2.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $693K | 2.2% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $679K | 2.2% | |
| New World Fund Inc Mutual Fund | Common Stocks | — | — | $619K | 2.0% | |
| Columbia Selig Communication and Info Fund Mutual Fund | Other securities | — | — | $617K | 2.0% | |
| EuroPacific Growth Fund Mutual Fund | Other securities | — | — | $528K | 1.7% | |
| PGIM TOTAL RET BOND FUND CL U GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $476K | 1.5% | |
| Dodge & Cox International Stock Fund Mutual Fund | Mutual Funds | — | — | $351K | 1.1% | |
| Janus Henderson Triton Fund N Mutual Fund | Mutual Funds | — | — | $270K | 0.9% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $268K | 0.9% | |
| Vanguard Federal Money Market Investor Fund Mutual Fund | Mutual Funds | — | — | $243K | 0.8% | |
| Undiscovered Managers Behavioral Value Fund Mutual Fund | Other securities | — | — | $179K | 0.6% | |
| Principal Diversified Real Asset Fund R6 Mutual Fund 198 * Principal Real Estate Securities Fund R6 Mutual Fund | Other securities | — | — | $159K | 0.5% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $134K | 0.4% | |
| MFS International New Discovery Fund R6 Mutual Fund | Mutual Funds | — | — | $132K | 0.4% | |
| Principal Lifetime Hybrid Income CIT Z Collective Investment Fund 106 * Principal Fixed Income Guaranteed Option Guaranteed Investment Contract | Stable Value | — | — | $122K | 0.4% | |
| Vanguard Health Care Fund Adm Mutual Fund | Mutual Funds | — | — | $122K | 0.4% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $122K | 0.4% | |
| Vanguard Real Estate Index Fund Adm Mutual Fund | Common Collective Trusts | — | — | $60K | 0.2% | |
| JP Morgan Core Bond Fund Mutual Fund | Other securities | — | — | $55K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $39K | 0.1% | |
| Franklin Utilities Fund R6 Mutual Fund | Mutual Funds | — | — | $28K | <0.1% | |
| American Beacon International Equity Fund R5 Mutual Fund | Other securities | — | — | $7K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $106 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL BENEFIT SERVICES LLC | 20-3886993 | — | CONTRACT ADMINISTRATOR | $7K | — |
