Zachary Mallin signed Tierpoint, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tierpoint, LLC's EIN is 32-0356624.
Download the official 2024 Form 5500 (PDF) for Tierpoint, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tierpoint, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $193K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONETA GROUP | — | CLAYTON, MO | RETAINED BY PLAN SPONSOR | $91K | — |
| ARMANINO 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $81.7M | 98.5% | |
| SCHWAB IDX RET TRUST 2040 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $14.9M | 18.0% | |
| SCHWAB IDX RET TRUST 2030 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $8.7M | 10.5% | |
| SCHWAB IDX RET TRUST 2050 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $6.6M | 7.9% | |
| SCHWAB IDX RET TRUST 2045 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $5.0M | 6.0% | |
| SCHWAB IDX RET TRUST 2035 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $4.8M | 5.8% | |
| SCHWAB IDX RET TRUST 2055 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $3.3M | 3.9% | |
| SCHWAB IDX RET TRUST 2060 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $2.8M | 3.3% | |
| GLOBAL TRUST IRM CORE BOND A C GLOBAL TRUST CTF · EIN 37-6567224 / PN 001 | Common Collective Trust | — | — | $2.1M | 2.5% | |
| WELLS FARGO GALLIARD SVF C WELLS FARGO BANK · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.9% | |
| SCHWAB IDX RET TRUST 2020 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $1.2M | 1.4% | |
| SCHWAB IDX RET TRUST 2025 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $925K | 1.1% | |
| SCHWAB IDX RET TRUST 2065 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $595K | 0.7% | |
| SCHWAB IDX RET TRUST 2010 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $499K | 0.6% | |
| SCHWAB IDX RET TRUST 2015 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $108K | 0.1% |
| 94-6214841 |
| — |
| RETAINED BY EMPLOYER |
| $12K |
| — |
