Katherine Perimenis signed Tourneau LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tourneau LLC's EIN is 20-8540199.
Download the official 2024 Form 5500 (PDF) for Tourneau LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tourneau 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $60K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $5.2M | 13.7% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $4.1M | 10.8% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $3.5M | 9.3% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.9M | 7.8% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $2.8M | 7.4% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $2.5M | 6.6% | |
| GOLDMAN SACHS LCG INSIGHTS R6 | Registered Investment Companies | — | — | $2.1M | 5.5% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $1.5M | 3.9% | |
| HARTFORD GLOBAL IMPACT FD R6 | Registered Investment Companies | — | — | $1.4M | 3.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.3M | 3.4% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $1.0M | 2.8% | |
| BLACKROCK EQUITY DIVIDEND K | Registered Investment Companies | — | — | $975K | 2.6% | |
| INVESCO EQUITY AND INCOME R6 | Registered Investment Companies | — | — | $945K | 2.5% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $882K | 2.3% | |
| LOOMIS SAYLES INV GRADE BOND N | Registered Investment Companies | — | — | $704K | 1.9% | |
| INV DISC MID CAP GROWTH R6 | Registered Investment Companies | — | — | $600K | 1.6% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $574K | 1.5% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $570K | 1.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $560K | 1.5% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $523K | 1.4% | |
| CLEARBRIDGE SMALL CAP GR IS | Registered Investment Companies | — | — | $476K | 1.3% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $428K | 1.1% | |
| VICTORY SMALL CO OPP R6 | Registered Investment Companies | — | — | $418K | 1.1% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $377K | 1.0% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $298K | 0.8% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $283K | 0.8% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $55K | 0.1% | |
| TRP RETIREMENT 2065 I | Registered Investment Companies | — | — | $40K | 0.1% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $29K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
