Mark Becker signed Tarbell Management Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tarbell Management Group, LLC's EIN is 27-3567818.
Download the official 2024 Form 5500 (PDF) for Tarbell Management Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tarbell Management Group, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISOR | $17K | — |
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 pooled separate account] | Other | — | — | $4.1M | 86.7% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 164 | Pooled Separate Account | — | — | $1.2M | 26.4% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 163 | Pooled Separate Account | — | — | $278K | 5.9% | |
| AEGON BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 310 | Pooled Separate Account | — | — | $216K | 4.6% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 019 | Pooled Separate Account | — | — | $201K | 4.3% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 165 | Pooled Separate Account | — | — | $185K | 3.9% | |
| STATE STREET INTL INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $175K | 3.7% | |
| LOOMIS SAYLES BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 107 | Pooled Separate Account | — | — | $175K | 3.7% | |
| AMERICAN FUNDS GROWTH FUND OF AMERI TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 246 | Pooled Separate Account | — | — | $151K | 3.2% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 505 | Pooled Separate Account | — | — | $138K | 3.0% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 417 | Pooled Separate Account | — | — | $133K | 2.8% | |
| GOLDMAN SACHS MID-CAP OPPORTUNITIES TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 446 | Pooled Separate Account | — | — | $125K | 2.7% | |
| STATE STREET S&P MID CAP INDX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $119K | 2.5% | |
| AMERICAN CENTURY VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 511 | Pooled Separate Account | — | — | $114K | 2.4% | |
| [Assets held in participant loans] | Other | — | — | $109K | 2.3% | |
| PRUDENTIAL JENN NATURAL RESOURCES R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 268 | Pooled Separate Account | — | — | $109K | 2.3% | |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $101K | 2.2% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 295 | Pooled Separate Account | — | — | $101K | 2.2% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 607 | Pooled Separate Account | — | — | $82K | 1.8% | |
| FRANKLIN SMALL CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 086 | Pooled Separate Account | — | — | $74K | 1.6% | |
| TRANSAMERICA SM CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 254 | Pooled Separate Account | — | — | $71K | 1.5% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $64K | 1.4% | |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $60K | 1.3% | |
| AMERICAN FDS WASHINGTON MUTUAL INVE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 231 | Pooled Separate Account | — | — | $48K | 1.0% | |
| TA VANGUARD REAL ESTATE INDEX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $45K | 1.0% | |
| FIDELITY ADV LEVERAGED COMPANY STOC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 243 | Pooled Separate Account | — | — | $36K | 0.8% | |
| STATE STREET RUSSELL SM CAP VAL IND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 355 | Pooled Separate Account | — | — | $11K | 0.2% | |
| AMER FUNDS EUROPACIFIC GROWTH RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $7K | 0.1% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 018 | Pooled Separate Account | — | — | $5K | 0.1% | |
| MORGAN STANLEY GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 305 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMER FUNDS FUNDAMENTAL INVESTORS RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 232 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JANUS BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 227 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA MID CAP GROWTH RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 493 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS SMALLCAP WORLD RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 077 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MORGAN STANLEY GROWTH OPPORTUNITIES TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 306 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA HIGH YIELD BOND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 787 | Pooled Separate Account | — | — | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIANT RETIRE INC. | 87-1649469 | — | TPA | $8K | — |
