LESA Catalon signed Tides Medical, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tides Medical, LLC's EIN is 27-1358121.
Download the official 2024 Form 5500 (PDF) for Tides Medical, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tides Medical, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycl Index 2055 R6 | Mutual Funds | — | $0 | $884K | 20.1% | |
| Nuveen Lifecycl Index 2065 R6 | Mutual Funds | — | $0 | $751K | 17.1% | |
| Nuveen Lifecycl Index 2045 R6 | Mutual Funds | — | $0 | $650K | 14.8% | |
| NUVEEN INTL EQUITY INDX R6 | Mutual Funds | — | $0 | $405K | 9.2% | |
| MFS AGGR GWTH ALLOCATION R6 FD | Mutual Funds | — | $0 | $308K | 7.0% | |
| Nuveen Lifecycl Index 2060 R6 | Mutual Funds | — | $0 | $297K | 6.8% | |
| Nuveen Lifecycl Index 2040 R6 | Mutual Funds | — | $0 | $140K | 3.2% | |
| Nuveen Lifecycl Index 2050 R6 | Mutual Funds | — | $0 | $122K | 2.8% | |
| Nuveen Lifecycl Index 2025 R6 | Mutual Funds | — | $0 | $96K | 2.2% | |
| FIDELITY MID CP INDEX FUND | Common Collective Trusts | — | $0 | $69K | 1.6% | |
| NUVEEN LIFECYCL INDX RET INC R | Mutual Funds | — | $0 | $68K | 1.6% | |
| DODGE & COX INCOME I FUND | Mutual Funds | — | $0 | $67K | 1.5% | |
| Nuveen Lifecycl Index 2030 R6 | Mutual Funds | — | $0 | $64K | 1.5% | |
| JP MORGAN CORE BOND R6 FUND | Other securities | — | $0 | $63K | 1.4% | |
| JP MORGAN MID CAP GROWTH R6 FD | Other securities | — | $0 | $60K | 1.4% | |
| FIDELITY SM CAP INDEX FUND | Common Collective Trusts | — | $0 | $52K | 1.2% | |
| Nuveen Lifecycl Index 2035 R6 | Mutual Funds | — | $0 | $50K | 1.1% | |
| STATE STREET AG BOND INDEX K | Common Stocks | — | $0 | $45K | 1.0% | |
| DFA US TARGETED VALUE I FUND | Mutual Funds | — | $0 | $26K | 0.6% | |
| Participant Loans | Participant loans | — | $0 | $23K | 0.5% | |
| JP MORGAN LARGE CAP GR R6 FD | Other securities | — | $0 | $20K | 0.5% | |
| HARBOR SMALL CAP GR RET FUND | Other securities | — | $0 | $18K | 0.4% | |
| Nuveen Lifecycl Index 2020 R6 | Mutual Funds | — | $0 | $18K | 0.4% | |
| MFS INTL GROWTH R6 FUND | Mutual Funds | — | $0 | $18K | 0.4% | |
| MFS GLOBAL OPP BOND R6 FUND | Mutual Funds | — | $0 | $17K | 0.4% | |
| FIDELITY EMERG MKT INDEX FUND | Common Collective Trusts | — | $0 | $15K | 0.3% | |
| FIDELITY 500 INDEX FUND | Common Collective Trusts | — | $0 | $12K | 0.3% | |
| FIDELITY REAL EST INDEX FUND | Common Collective Trusts | — | $0 | $9K | 0.2% | |
| MFS MID CAP VALUE R6 FUND | Mutual Funds | — | $0 | $7K | 0.2% | |
| DFA INTERNATIONAL VALUE I FUND | Mutual Funds | — | $0 | $7K | 0.2% | |
| BLACKROCK LIQDTY FDS INS FEDFD | Other securities | — | $0 | $4K | 0.1% | |
| Nuveen Lifecycl Index 2010 R6 | Mutual Funds | — | $0 | $2K | <0.1% | |
| COLUMBIA DIV INCOME I3 FUND | Other securities | — | $0 | $295 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAUSER RETIREMENT SOLUTIONS 2 LLC | 36-4906731 | — | INVESTMENT ADVISORY | $0 | — |
