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Original filing (PDF)20251014032954NAL0002051409001
TANNER LLC
Form 5500
FILING_RECEIVED
TANNER LLC RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
234
Accounts w/ balance
342
Plan assets (EOY)
$31.2M
Net assets (EOY)
$31.2M
How this plan invests
This plan
12 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TANNER LLC.
Plan sponsor
Name
TANNER LLC
EIN
20-2253063
Address
36 SOUTH STATE STREET · SUITE 600 · SALT LAKE CITY, UT · 84111
Phone
(801) 532-7444
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HUTCHINSON AND BLOODGOOD, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $88K | — |
| NATIONAL BENEFIT SERVICES LLC | 20-3886993 | — | CONTRACT ADMINISTRATOR | $7K | — |
Investments
25 direct securities · 12 pooled funds· $30.1M(96% of reported assets)
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.
Uncategorized
$15.8M
25 holdings
Common Collective Trust
$14.3M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $1.0M | 3.3% | |
| Primecap Odyssey Aggressive Growth Fund Mutual Fund | — | — | — | $801K | 2.6% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $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 | — | — | — | $679K | 2.2% | |
| New World Fund Inc Mutual Fund | — | — | — | $619K | 2.0% | |
| Columbia Selig Communication and Info Fund Mutual Fund | — | — | — | $617K | 2.0% | |
| EuroPacific Growth Fund Mutual Fund | — | — | — | $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 | — | — | — | $351K | 1.1% | |
| Janus Henderson Triton Fund N Mutual Fund | — | — | — | $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 | — | — | — | $243K | 0.8% | |
| Party Collateral, Par or Maturity Value Cost** Current Value Allspring Special Mid Cap Value Fund R6 Mutual Fund | — | — | — | $187K | 0.6% | |
| Undiscovered Managers Behavioral Value Fund Mutual Fund | — | — | — | $179K | 0.6% | |
| Principal Diversified Real Asset Fund R6 Mutual Fund 198 * Principal Real Estate Securities Fund R6 Mutual Fund | — | — | — | $159K | 0.5% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $134K | 0.4% | |
| MFS International New Discovery Fund R6 Mutual Fund | — | — | — | $132K | 0.4% | |
| Principal Lifetime Hybrid Income CIT Z Collective Investment Fund 106 * Principal Fixed Income Guaranteed Option Guaranteed Investment Contract | — | — | — | $122K | 0.4% | |
| Vanguard Health Care Fund Adm Mutual Fund | — | — | — | $122K | 0.4% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $122K | 0.4% | |
| Vanguard Real Estate Index Fund Adm Mutual Fund | — | — | — | $60K | 0.2% | |
| JP Morgan Core Bond Fund Mutual Fund | — | — | — | $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 | — | — | — | $28K | <0.1% | |
| American Beacon International Equity Fund R5 Mutual Fund | — | — | — | $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% |
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