Lauren Flannery signed Taktl, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Taktl, LLC's EIN is 27-2008044.
Download the official 2024 Form 5500 (PDF) for Taktl, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Taktl, 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 | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SNOWDEN INSURANCE SERVICES LLC | 46-3766777 | — | OTHER SERVICES | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HY 2055 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $346K | 11.3% | |
| PRIN LIFETIME HY 2050 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $323K | 10.5% | |
| PRIN LIFETIME HY 2045 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $257K | 8.4% | |
| PRIN LIFETIME HY 2035 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $229K | 7.5% | |
| PRIN LIFETIME HY 2025 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $200K | 6.5% | |
| PRIN MIDCAP S&P 400 IDX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $170K | 5.5% | |
| American Funds Am Fds New Persp Fund | Mutual Funds | — | — | $155K | 5.1% | |
| Invesco Inv Dev Mark R Fd | Mutual Funds | — | — | $139K | 4.5% | |
| PRIN LGCAP S&P 500 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $135K | 4.4% | |
| PRIN LIFETIME HY 2040 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $131K | 4.3% | |
| Columbia Div Income R Fund | Other securities | — | — | $98K | 3.2% | |
| PRIN SMCAP S&P 600 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $92K | 3.0% | |
| PRIN LIFETIME HY 2030 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $80K | 2.6% | |
| (E) | Other securities | — | — | $80K | 2.6% | |
| Victory Funds Victory Sycamore Est Val | Other securities | — | — | $74K | 2.4% | |
| JP Morgan JP Morgan Large Cap | Other securities | — | — | $73K | 2.4% | |
| American Funds American Fds Am Mut | Mutual Funds | — | — | $73K | 2.4% | |
| PRIN LIFETIME HY 2060 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $59K | 1.9% | |
| Franklin Dynatech & Fund | Mutual Funds | — | — | $58K | 1.9% | |
| Loans (rates from 5.25% to 10.50) | Bonds / Notes | — | — | $58K | 1.9% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $54K | 1.8% | |
| Fidelity Small Cap | Mutual Funds | — | — | $53K | 1.7% | |
| Fidelity Adv Strat Inc | Mutual Funds | — | — | $49K | 1.6% | |
| T Rowe Price Funds T Rowe Pr US Eq Rrch Fund | Mutual Funds | — | — | $40K | 1.3% | |
| Federated Securities Hrms Kaufmann Small Cap | Other securities | — | — | $36K | 1.2% | |
| PRIN LIFETIME HY 2015 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $24K | 0.8% | |
| PRIN LIFETIME HY 2065 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $22K | 0.7% | |
| Lord Abbett Lord Abbett Sht Drtn Inc | Mutual Funds | — | — | $22K | 0.7% | |
| PIMCO Intl Bond | Mutual Funds | — | — | $7K | 0.2% | |
| Principal Global Investors Prin LifeT ime Hyp Inc | Common Stocks | — | — | $7K | 0.2% | |
| PRIN LIFETIME HY INC CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $7K | 0.2% | |
| PRIN LIFETIME HY 2020 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $567 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
