Barbara Richardson signed Terra-GEN, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Terra-GEN, LLC's EIN is 30-0878595.
Download the official 2024 Form 5500 (PDF) for Terra-GEN, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Terra-GEN, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL CENTER | 59-1237041 | — | CONSULTANT | $40K | — |
| WISS & COMPANY LLP |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| FLORHAM PARK, NJ |
| CONSULTANT |
| $17K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fd Adm Mutual Fund | Common Collective Trusts | — | — | $10.7M | 15.5% | |
| Self-directed brokerage account Other Investments | Self-Directed Brokerage | — | — | $9.0M | 13.2% | |
| Vanguard TTL BD Market Index Adm Mutual Fund | Mutual Funds | — | — | $5.7M | 8.3% | |
| Blackrock Lifepath Index 2055 K Mutual Fund | Other securities | — | — | $3.6M | 5.2% | |
| Vanguard Extended Market Index Adm Mutual Fund | Mutual Funds | — | — | $2.9M | 4.3% | |
| Blackrock Lifepath Index 2050 K Mutual Fund | Other securities | — | — | $2.9M | 4.2% | |
| American New Economy FD Mutual Fund | Other securities | — | — | $2.9M | 4.2% | |
| Vanguard Total Intl Stock Adm Mutual Fund | Mutual Funds | — | — | $2.8M | 4.1% | |
| Blackrock Lifepath Index 2045 K Mutual Fund | Other securities | — | — | $2.7M | 3.9% | |
| Vanguard Explorer Fund Mutual Fund | Mutual Funds | — | — | $2.6M | 3.8% | |
| DFA US Large Cap Value Prtl Instl Mutual Fund | Mutual Funds | — | — | $2.6M | 3.7% | |
| Columbia Dividend Income Instl3 Mutual Fund | Other securities | — | — | $2.2M | 3.2% | |
| Money market account - * Merrill Lynch Retirement Bank Account Money Market | Cash / Money Market | — | — | $2.1M | 3.0% | |
| ACCRUED INCOME ACCRUED INCOME 837 RETIREMENT BANK ACCOUNT CERT OF DEPOSIT / BANK DEPOSIT | Other securities | — | $2.0M | $2.0M | 2.9% | |
| Blackrock Lifepath Index 2035 K Mutual Fund | Other securities | — | — | $1.9M | 2.8% | |
| Vanguard Inflation Protected Mutual Fund | Mutual Funds | — | — | $1.7M | 2.5% | |
| Blackrock Lifepath Index 2040 K Mutual Fund | Other securities | — | — | $1.7M | 2.4% | |
| American Century SML CP Val R6 Mutual Fund | Other securities | — | — | $1.5M | 2.1% | |
| Blackrock Lifepath Index 2030 K Mutual Fund | Other securities | — | — | $1.4M | 2.0% | |
| Blackrock Lifepath Index Retirement K Mutual Fund | Other securities | — | — | $1.3M | 1.9% | |
| DFA Intl Value Prtl Cl Instl Mutual Fund | Mutual Funds | — | — | $1.1M | 1.7% | |
| Vanguard REIT Index Fund Adm Mutual Fund | Common Collective Trusts | — | — | $896K | 1.3% | |
| Notes receivable from participants Various interest rates from 3.25% - 8.50% | Bonds / Notes | — | — | $869K | 1.3% | |
| PGIM Total Return Bond BD R6 Mutual Fund | Other securities | — | — | $581K | 0.8% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $572K | 0.8% | |
| Blackrock Global Alloc I Mutual Fund | Other securities | — | — | $502K | 0.7% | |
| PIMCO Global Bond Inst Mutual Fund | Mutual Funds | — | — | $383K | 0.6% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $66K | $66K | <0.1% |
