Irving Firman signed Tucker Arensberg PC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tucker Arensberg PC's EIN is 25-1425735.
Download the official 2023 Form 5500 (PDF) for Tucker Arensberg PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Tucker Arensberg PC's plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANDCO CONSULTING, LLC | 59-3676225 | — | CONSULTANT | $6K | — |
| MARINER INSTITUTIONAL, LLC | — | WINTER PARK, FL | CONSULTANT | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELUZIO & CO | 45-3941203 | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds American Balanced Fund R6 | Mutual Funds | — | — | $10.9M | 17.9% | |
| Fidelity Advisor Funds 500 Index Institution | Common Collective Trusts | — | — | $9.9M | 16.3% | |
| MFS Funds Growth Fund R6 | Mutual Funds | — | — | $5.7M | 9.3% | |
| T. Rowe Price Retirement 2025 | Other securities | — | — | $3.1M | 5.1% | |
| MFS Funds Value R6 | Mutual Funds | — | — | $2.9M | 4.7% | |
| T. Rowe Price Retirement 2040 | Other securities | — | — | $2.7M | 4.4% | |
| Vanguard Funds Mid-Cap Index Adm | Mutual Funds | — | — | $2.6M | 4.3% | |
| American Funds American EuroPacific Growth R6 | Mutual Funds | — | — | $2.6M | 4.3% | |
| Vanguard Funds Small Cap Adm | Mutual Funds | — | — | $2.2M | 3.6% | |
| T.ROWE PRICE STABLE VALUE COMMON T.ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.1M | 3.5% | |
| Allspring Small Company Growth | Mutual Funds | — | — | $1.6M | 2.7% | |
| Federated Hermes Total Return Bond R6 | Other securities | — | — | $1.5M | 2.5% | |
| Allspring Special Mid-Cap Value | Other securities | — | — | $1.5M | 2.5% | |
| American Century Funds American Century Small Cap Value R6 | Other securities | — | — | $1.5M | 2.4% | |
| T. Rowe Price Retirement 2045 | Other securities | — | — | $1.4M | 2.3% | |
| JP Morgan Mid-Cap Growth | Other securities | — | — | $1.3M | 2.1% | |
| T. Rowe Price Retirement 2035 | Other securities | — | — | $1.1M | 1.9% | |
| T. Rowe Price Retirement 2030 | Other securities | — | — | $889K | 1.5% | |
| T. Rowe Price Retirement 2050 | Other securities | — | — | $805K | 1.3% | |
| BlackRock Funds Inflation Protected Bond | Other securities | — | — | $737K | 1.2% | |
| Principal Funds Real Estate Securities Inst R6 | Other securities | — | — | $686K | 1.1% | |
| Federated Hermes Treasury Obligations | Other securities | — | — | $576K | 0.9% | |
| T. Rowe Price Retirement 2015 | Other securities | — | — | $530K | 0.9% | |
| T. Rowe Price Retirement 2055 | Other securities | — | — | $398K | 0.7% | |
| T. Rowe Price Retirement 2020 | Other securities | — | — | $301K | 0.5% | |
| T. Rowe Price Retirement 2060 | Other securities | — | — | $167K | 0.3% | |
| Fidelity Advisor Funds Large-Cap Growth Index | Mutual Funds | — | — | $47K | <0.1% | |
| T. Rowe Price Government Money Market | Cash / Money Market | — | — | $5K | <0.1% | |
| T. Rowe Price Retirement 2065 | Other securities | — | — | $4K | <0.1% | |
| Fidelity Advisor Funds US Bond Index Funds | Common Collective Trusts | — | — | $2K | <0.1% | |
| Fidelity Advisor Funds Total Industrial Index Fund | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| AUDITOR |
| $10K |
| — |
