AMY BECK signed Tarana Wireless, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tarana Wireless, Inc.'s EIN is 26-4507702.
Download the official 2024 Form 5500 (PDF) for Tarana Wireless, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tarana Wireless, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $37K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $9.5M | 19.6% | |
| Fidelity Freedom 2035 K6 Fund Mutual fund | Mutual Funds | — | — | $4.5M | 9.2% | |
| Fidelity Freedom 2040 K6 Fund Mutual fund | Mutual Funds | — | — | $4.4M | 9.1% | |
| Fidelity Freedom 2030 K6 Fund Mutual fund | Mutual Funds | — | — | $2.9M | 5.9% | |
| Fidelity Freedom 2045 K6 Fund Mutual fund | Mutual Funds | — | — | $2.7M | 5.5% | |
| Fidelity Large Cap Growth Index Fund Mutual fund | Common Collective Trusts | — | — | $2.6M | 5.3% | |
| Gabelli US Treasury Money Market Fund Class AAA Money Market Fund | U.S. Treasuries | — | — | $2.4M | 4.8% | |
| Fidelity Select Technology Fund Mutual fund | Mutual Funds | — | — | $2.0M | 4.1% | |
| Fidelity Freedom 2020 K6 Fund Mutual fund | Mutual Funds | — | — | $1.9M | 3.9% | |
| Fidelity Freedom 2050 K6 Fund Mutual fund | Mutual Funds | — | — | $1.8M | 3.8% | |
| Franklin DynaTech Class R6 Fund Mutual fund | Mutual Funds | — | — | $1.7M | 3.6% | |
| Fidelity Freedom 2060 K6 Fund Mutual fund | Mutual Funds | — | — | $1.7M | 3.4% | |
| Fidelity Freedom 2025 K6 Fund Mutual fund | Mutual Funds | — | — | $1.5M | 3.2% | |
| Fidelity Freedom 2055 K6 Fund Mutual fund | Mutual Funds | — | — | $1.5M | 3.1% | |
| Vanguard Value Index Admiral Fund Mutual fund | Mutual Funds | — | — | $791K | 1.6% | |
| Fidelity Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $618K | 1.3% | |
| Short Duration Income Fund (R6) Mutual fund | Other securities | — | — | $576K | 1.2% | |
| Fidelity Freedom 2015 K6 Fund Mutual fund | Mutual Funds | — | — | $556K | 1.1% | |
| Fidelity Freedom 2065 K6 Fund Mutual fund | Mutual Funds | — | — | $492K | 1.0% | |
| Fidelity Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $478K | 1.0% | |
| maturing through July 2031 | Other securities | — | — | $412K | 0.8% | |
| Fidelity Select Energy Fund Mutual fund | Mutual Funds | — | — | $409K | 0.8% | |
| Vanguard Developed Markets Index Admiral Fund Mutual fund | Mutual Funds | — | — | $360K | 0.7% | |
| Fidelity BrokerageLink: Common Stock Brokerage^ | Mutual Funds | — | — | $278K | 0.6% | |
| Vanguard Small Cap Value Index Admiral Fund Vanguard Mutual fund | Mutual Funds | — | — | $211K | 0.4% | |
| Mid-Cap Value Index Admiral Fund American Funds Mutual fund | Mutual Funds | — | — | $203K | 0.4% | |
| Fidelity International Cap Appreciation Fund Mutual fund | Mutual Funds | — | — | $194K | 0.4% | |
| Vanguard Emerging Markets Stock Index Admiral Fund Mutual fund | Mutual Funds | — | — | $189K | 0.4% | |
| Vanguard Health Care Index Admiral Fund Mutual fund | Mutual Funds | — | — | $170K | 0.3% | |
| Vanguard High-Yield Corporate Admiral Fund Vanguard Mutual fund | Mutual Funds | — | — | $168K | 0.3% | |
| DFA Inflation-Protected Securities Portfolio Fund Janus Mutual fund | Mutual Funds | — | — | $159K | 0.3% | |
| Fidelity BrokerageLink: Cash Brokerage^ | Mutual Funds | — | — | $151K | 0.3% | |
| Fidelity BrokerageLink: Unit Brokerage^ | Mutual Funds | — | — | $135K | 0.3% | |
| U.S.Govt Securities R6 Fund BlackRock Mid Cap Growth Mutual fund | Other securities | — | — | $122K | 0.3% | |
| Henderson Triton Fund Class N Mutual fund | Other securities | — | — | $119K | 0.2% | |
| Vanguard Total International Bond Index Admiral Fund Mutual fund | Mutual Funds | — | — | $118K | 0.2% | |
| Calvert US Large-Cap Core Responsible Index Fund (I) Mutual fund | Common Collective Trusts | — | — | $114K | 0.2% | |
| Equity Class K Mutual fund | Other securities | — | — | $107K | 0.2% | |
| Index Admiral Fund Mutual fund | Real Estate | — | — | $69K | 0.1% | |
| PIMCO CommoditiesPlus Strategy Fund Mutual fund | Mutual Funds | — | — | $55K | 0.1% | |
| Fidelity Emerging Markets Index Fund Mutual fund | Common Collective Trusts | — | — | $41K | <0.1% | |
| Pioneer Strategic Income Fund Class K Mutual fund | Other securities | — | — | $38K | <0.1% | |
| Calvert International Responsible Index Fund (I) Calvert Mutual fund | Common Collective Trusts | — | — | $34K | <0.1% | |
| Fidelity Freedom Income Fund Class K6 Mutual fund | Mutual Funds | — | — | $15K | <0.1% | |
| Calvert US Mid-Cap Core Responsible Index Fund (I) Mutual 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.
