Tracey Tahir signed Baringa Partners, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Baringa Partners, LP's EIN is 30-0885374.
Download the official 2024 Form 5500 (PDF) for Baringa Partners, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Baringa Partners, LP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | — | ROLLING MEADOWS, IL | ADVISOR | $122K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT, LLC | — | PHILADELPHIA, PA | CONTRACT ADMINISTRATOR | $81K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Instl Prem | Mutual Funds | — | — | $763K | 13.4% | |
| Fidelity Freedom Index 2050 Instl Prem | Mutual Funds | — | — | $734K | 12.9% | |
| Fidelity Freedom Index 2060 Instl Prem | Mutual Funds | — | — | $534K | 9.4% | |
| Fidelity Freedom Index 2045 Instl Prem | Mutual Funds | — | — | $464K | 8.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $390K | 6.9% | |
| AB Large Cap Growth Z | Other securities | — | — | $344K | 6.1% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $298K | 5.2% | |
| Fidelity Freedom Index 2035 Instl Prem | Mutual Funds | — | — | $272K | 4.8% | |
| BlackRock Mid-Cap Value Fund Class K | Other securities | — | — | $248K | 4.4% | |
| Fidelity Freedom Index 2040 Instl Prem | Mutual Funds | — | — | $230K | 4.1% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $225K | 4.0% | |
| Fidelity Freedom Index 2065 Instl Prm | Mutual Funds | — | — | $222K | 3.9% | |
| AdvisorTrust, Inc. American Century Small Cap Growth R6 | Common Stocks | — | — | $103K | 1.8% | |
| Fidelity Emerging Markets | Mutual Funds | — | — | $100K | 1.8% | |
| PIMCO RAE US Small Fund Institutional Cl | Mutual Funds | — | — | $91K | 1.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $73K | 1.3% | |
| FullerThaler Behavioral Small-Cap Eq-R6 | Other securities | — | — | $69K | 1.2% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $63K | 1.1% | |
| Brown Advisory Sustainable Growth I | Other securities | — | — | $62K | 1.1% | |
| AdvisorTrust, Inc. Interest-bearing cash - Modern Bank Deposit Account | Cash / Money Market | — | — | $53K | 0.9% | |
| Participants Participant notes receivable with the interest rates ranging from 9.0 percent to 9.5 percent - | Other securities | — | — | $43K | 0.8% | |
| Calvert International Responsible Index | Other securities | — | — | $38K | 0.7% | |
| PGIM High Yield R6 | Other securities | — | — | $33K | 0.6% | |
| Fidelity Freedom Index 2030 Instl Prem | Mutual Funds | — | — | $31K | 0.5% | |
| Principal Real Estate Securities Fd R-6 | Other securities | — | — | $29K | 0.5% | |
| Fidelity Freedom Index 2025 Instl Prem | Mutual Funds | — | — | $29K | 0.5% | |
| PIMCO International Bond (USD-Hdg) Instl | Mutual Funds | — | — | $28K | 0.5% | |
| Parametric International Equity R6 | Other securities | — | — | $25K | 0.4% | |
| Vanguard Global ESG Select Stk Admiral | Mutual Funds | — | — | $19K | 0.3% | |
| Fidelity US Sustainability Index Fund | Common Collective Trusts | — | — | $15K | 0.3% | |
| Macquarie Mid Cap Growth R6 | Other securities | — | — | $5K | <0.1% | |
| Fidelity Freedom Index 2020 Instl Prem | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Freedom Index 2015 Instl Prem | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Freedom Index Inc Instl Prem | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
