Eileen Wagoner signed ELIE Tahari, Ltd.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ELIE Tahari, Ltd.'s EIN is 22-2778105.
Download the official 2022 Form 5500 (PDF) for ELIE Tahari, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)ELIE Tahari, Ltd.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | CINCINNATI, OH | RECORDKEEPER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | NEW YORK, NY | ADVISOR CONSULTANT | $45K | — |
| STRATEGIC ADVISORS, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Freedom 2030 Fund | Mutual Funds | — | — | $2.0M | 13.5% | |
| Fidelity Management Trust Company Freedom 2025 Fund | Mutual Funds | — | — | $1.8M | 12.3% | |
| Fidelity Management Trust Company Freedom 2040 Fund | Mutual Funds | — | — | $1.8M | 12.1% | |
| Fidelity Management Trust Company Freedom 2020 Fund | Mutual Funds | — | — | $1.8M | 12.0% | |
| Fidelity Management Trust Company Freedom Income Fund | Mutual Funds | — | — | $1.7M | 11.6% | |
| Principal Life Insurance Company Principal Fixed Income Option 401 (a) / (k) | Common Stocks | — | — | $1.5M | 9.9% | |
| PRINICIPAL FIXED ACCOUNT FIDELITY INVESTMENTS · EIN 04-2644778 / PN 001 | Pooled Separate Account | — | — | $1.5M | 9.9% | |
| Fidelity Management Trust Company Freedom 2035 Fund | Mutual Funds | — | — | $1.4M | 9.7% | |
| Fidelity Management Trust Company Freedom 2045 Fund | Mutual Funds | — | — | $1.2M | 8.5% | |
| Fidelity Management Trust Company Freedom 2050 Fund | Mutual Funds | — | — | $606K | 4.1% | |
| Fidelity Management Trust Company Freedom 2055 Fund | Mutual Funds | — | — | $214K | 1.4% | |
| Fidelity Management Trust Company 500 Index Fund | Common Collective Trusts | — | — | $134K | 0.9% | |
| American Funds The Growth Fund of America Class R-6 | Mutual Funds | — | — | $108K | 0.7% | |
| FIDELITY INVESTMENTS AF GRTH FUND AMER R6 | Mutual Funds | — | — | $108K | 0.7% | |
| Notes Receivable From Participants Various maturity dates though 2027 bearing interest at rates between 4.25% and 8.00% | Bonds / Notes | — | — | $81K | 0.6% | |
| PIMCO Income Fund Institutional | Mutual Funds | — | — | $74K | 0.5% | |
| Fidelity Management Trust Company Freedom 2060 Fund | Mutual Funds | — | — | $64K | 0.4% | |
| MFS Mid Cap Growth Fund Class R6 | Mutual Funds | — | — | $61K | 0.4% | |
| FIDELITY INVESTMENTS AF GLOBAL BAL R6 24 FIDELITY INVESTMENTS FID US BOND IDX | Common Collective Trusts | — | — | $46K | 0.3% | |
| Fidelity Management Trust Company International Index Fund | Common Collective Trusts | — | — | $31K | 0.2% | |
| American Funds Global Balance Fund Class R-6 24 American Funds New World Fund Class R-6 | Mutual Funds | — | — | $25K | 0.2% | |
| Janus Henderson Triton Fund Class I | Mutual Funds | — | — | $22K | 0.2% | |
| FIDELITY INVESTMENTS J H TRITON I | Mutual Funds | — | — | $22K | 0.2% | |
| FIDELITY INVESTMENTS AF AMER MUTUAL R6 | Mutual Funds | — | — | $17K | 0.1% | |
| PGIM Total Return Bond Fund -Class R6 566 PIMCO GNMA and Government Securities Fund Institutional Class | Agency / Mortgage-Backed | — | — | $15K | 0.1% | |
| FIDELITY INVESTMENTS PIM GNMA & GS I | Agency / Mortgage-Backed | — | — | $15K | 0.1% | |
| FIDELITY INVESTMENTS PGIM TOTAL RTN BD R6 566 FIDELITY INVESTMENTS AF EUROPAC GROWTH R6 | Mutual Funds | — | — | $12K | <0.1% | |
| American Funds EuroPacific Growth Fund Class R-6 | Mutual Funds | — | — | $12K | <0.1% | |
| DFA U.S. Targeted Value Portfolio Institutional Class | Mutual Funds | — | — | $9K | <0.1% | |
| FIDELITY INVESTMENTS DFA US TARGET VAL I | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Management Trust Company Mid Cap Stock Fund | Mutual Funds | — | — | $7K | <0.1% | |
| FIDELITY INVESTMENTS DFA US LG CAP VAL | Mutual Funds | — | — | $6K | <0.1% | |
| MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Management Trust Company Government Money Market | Mutual Funds | — | — | $3K | <0.1% | |
| FIDELITY INVESTMENTS FID GOVT MMKT K6 | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Management Trust Company Freedom 2065 Fund | 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.
| 04-2654524 |
| — |
| ADVISOR |
| $2K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WITHUM SMITH + BROWN | 22-2027092 | — | AUDITOR | $3K | — |
