Kevin Delancer signed Tabacalera USA Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tabacalera USA Inc.'s EIN is 30-0884509.
Download the official 2024 Form 5500 (PDF) for Tabacalera USA Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tabacalera USA Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT INC | 30-0282430 | — | ADVISOR | $34K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMCB SR DRE 2025 CF JP MORGAN CHASE BANK, N.A. · EIN 20-5819098 / PN 001 | Common Collective Trust | — | — | $3.7M | 14.8% | |
| JPMCB SR DRE 2035 CF JP MORGAN CHASE BANK, N.A. · EIN 20-5819181 / PN 001 | Common Collective Trust | — | — | $3.0M | 12.2% | |
| JPMCB SR DRE 2030 CF JPMORGAN CHASE BANK, N.A. · EIN 20-3063387 / PN 001 | Common Collective Trust | — | — | $2.9M | 11.7% | |
| BTC EQUITY INDEX M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-4365907 / PN 001 | Common Collective Trust | — | — | $2.5M | 9.8% | |
| JPMCB SR DRE 2040 CF JPMORGAN CHASE BANK, N.A. · EIN 20-3063440 / PN 001 | Common Collective Trust | — | — | $2.4M | 9.5% | |
| JPMCB SR DRE 2045 CF JP MORGAN CHASE BANK, N.A. · EIN 20-5819388 / PN 001 | Common Collective Trust | — | — | $1.7M | 6.8% | |
| Fidelity Brokeragelink Self-directed brokerage account | Self-Directed Brokerage | — | — | $1.4M | 5.7% | |
| JPMCB SR DRE 2055 CF JP MORGAN CHASE BANK, N.A. · EIN 45-5595944 / PN 001 | Common Collective Trust | — | — | $1.3M | 5.2% | |
| JPMCB SR DRE 2050 CF JPMORGAN CHASE BANK, N.A. · EIN 20-5819476 / PN 001 | Common Collective Trust | — | — | $1.1M | 4.5% | |
| secured by participant account balance | Other securities | — | — | $645K | 2.6% | |
| JPMCB SR DRE 2020 CF JPMORGAN CHASE BANK, N.A. · EIN 20-3063359 / PN 001 | Common Collective Trust | — | — | $572K | 2.3% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $569K | 2.3% | |
| BlackRock Extended Equity Market Index Common/collective trust | Common Collective Trusts | — | — | $438K | 1.8% | |
| BTC EXTND EQ MKT IDX BLACKROCK INST. TRUST COMPANY, N.A. · EIN 46-3859614 / PN 001 | Common Collective Trust | — | — | $438K | 1.8% | |
| BTC US DEBT INDEX W BLACKROCK INST. TRUST COMPANY, N. A · EIN 94-3385892 / PN 001 | Common Collective Trust | — | — | $397K | 1.6% | |
| JPMCB SR DRE 2060 CF JPMORGAN CHASE BANK, N.A. · EIN 81-3221155 / PN 001 | Common Collective Trust | — | — | $392K | 1.6% | |
| BTC ACWI EX US IMI M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-4552994 / PN 001 | Common Collective Trust | — | — | $364K | 1.5% | |
| Janus Henderson Enterprise Fund Class N Mutual fund | Mutual Funds | — | — | $356K | 1.4% | |
| Baird Core Plus Institutional Mutual fund | Other securities | — | — | $296K | 1.2% | |
| Hartford International Opportunities Fund R6 Mutual fund | Other securities | — | — | $264K | 1.1% | |
| JPMCB SR DRE INC CF JPMORGAN CHASE BANK, N.A. · EIN 20-3063490 / PN 001 | Common Collective Trust | — | — | $248K | 1.0% | |
| All Spring Special Mid Cap Value R6 Mutual fund | Other securities | — | — | $153K | 0.6% | |
| PIF Small Cal Institutional Mutual fund | Other securities | — | — | $121K | 0.5% | |
| Fidelity Government Money Market Money market | Mutual Funds | — | — | $59K | 0.2% | |
| PIONEER MS FX INC GREAT GRAY TRUST COMPANY · EIN 38-4065337 / PN 435 | Common Collective Trust | — | — | $30K | 0.1% | |
| Principal Diversified Real Asset CIT T1 Common/collective trust | Common Collective Trusts | — | — | $20K | <0.1% | |
| PIF DVRSD RA CIT T1 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $20K | <0.1% | |
| JPMCB SR DRE 2065 CF JPMORGAN CHASE BANK, N.A. · EIN 92-0307615 / PN 001 | Common Collective Trust | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
