TOMI Laditan signed Big Blue Marble Academy, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Big Blue Marble Academy, LLC's EIN is 30-0999742.
Download the official 2024 Form 5500 (PDF) for Big Blue Marble Academy, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Big Blue Marble Academy, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEVEL FOUR ADVISORY SERVICES, LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Retirement Fund " | Mutual Funds | — | — | $263K | 10.5% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $240K | 9.6% | |
| American Funds 2035 Target Date Retirement Fund " | Mutual Funds | — | — | $218K | 8.8% | |
| American Funds 2050 Target Date Retirement Fund " | Mutual Funds | — | — | $199K | 8.0% | |
| American Funds 2060Target Date Retirement Fund " | Mutual Funds | — | — | $170K | 6.8% | |
| American Funds 2055 Target Date Retirement Fund " | Mutual Funds | — | — | $141K | 5.6% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $128K | 5.1% | |
| American Funds 2030 Target Date Retirement Fund " | Mutual Funds | — | — | $126K | 5.1% | |
| American Funds 2040 Target Date Retirement Fund " | Mutual Funds | — | — | $112K | 4.5% | |
| American Funds New World Fund " | Mutual Funds | — | — | $103K | 4.1% | |
| American Funds Bond Fund of America " | Mutual Funds | — | — | $91K | 3.7% | |
| Blackrock International Fund " | Other securities | — | — | $79K | 3.2% | |
| Blackrock Technology Opportunities Fund " | Other securities | — | — | $75K | 3.0% | |
| American Funds 2065 Target Date Retirement Fund " | Mutual Funds | — | — | $75K | 3.0% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $74K | 3.0% | |
| Fidelity Advisor Growth Opportunities Fund " | Mutual Funds | — | — | $69K | 2.8% | |
| MFS International Growth Fund " | Mutual Funds | — | — | $60K | 2.4% | |
| American Funds 2025 Target Date Retirement Fund " | Mutual Funds | — | — | $56K | 2.2% | |
| American Funds American Mutual Fund " | Mutual Funds | — | — | $56K | 2.2% | |
| EI Fixed Account Series Class I Fully Benefit-Responsive Investment | Other securities | — | — | $42K | 1.7% | |
| MFS Mid Cap Value Fund " | Mutual Funds | — | — | $21K | 0.9% | |
| Fidelity Advisor Strategic Income Fund " | Mutual Funds | — | — | $19K | 0.8% | |
| JPMorgan Mid Cap Growth Fund " | Other securities | — | — | $13K | 0.5% | |
| American Funds American High-Income Trust Fund " | Common Collective Trusts | — | — | $12K | 0.5% | |
| MFS Utilities Fund " ** 656 b PGIM US Real Estate Fund " | Mutual Funds | — | — | $11K | 0.4% | |
| American Funds 2015 Target Date Retirement Fund " | Mutual Funds | — | — | $9K | 0.4% | |
| Fidelity Advisor Balanced Fund " | Mutual Funds | — | — | $8K | 0.3% | |
| T. Rowe Price Health Sciences Fund " | Other securities | — | — | $5K | 0.2% | |
| Contract b Allspring Special Small Cap Value Fund Mutual Fund | Other securities | — | — | $5K | 0.2% | |
| Putnam International Capital Opportunities Fund " ** 681 b T. Rowe Price Financial Services Fund " | Mutual Funds | — | — | $5K | 0.2% | |
| American Funds 2010 Target Date Retirement Fund " | Mutual Funds | — | — | $4K | 0.2% | |
| American Funds 2020 Target Date Retirement Fund " | Mutual Funds | — | — | $3K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CRI TPA SERVICES LLC | — | TALLAHASSEE, FL | CONTRACT ADMIN | $9K | — |
