Damon Elliott signed Team Beans LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Team Beans LLC's EIN is 22-3653251.
Download the official 2024 Form 5500 (PDF) for Team Beans LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Team Beans 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 | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY PLAN PARTNERS, LLC | 81-2872393 | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $7.7M | 81.5% | |
| [Assets held in common collective trust] | Other | — | — | $1.7M | 17.6% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $785K | 8.3% | |
| MET GG SV 25554 - L WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $554K | 5.8% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $181K | 1.9% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $113K | 1.2% | |
| [Assets held in participant loans] | Other | — | — | $79K | 0.8% | |
| STATE ST RUSS SC IDX VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 339 | Common Collective Trust | — | — | $39K | 0.4% |
| INVESTMENT/FINANCIAL ADVI |
| $21K |
| — |
