Michelle McLendon signed Telamon Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Telamon Corporation's EIN is 35-1493826.
Download the official 2024 Form 5500 (PDF) for Telamon Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Telamon Corporation'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $121K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Target Date Retirement 2070 Fund 33 shares 357 Fidelity 500 Index Fund 47,897 shares | Common Collective Trusts | — | $48K | $9.8M | 20.6% | |
| American Funds Target Date Retirement 2035 Fund 205,129 shares | Mutual Funds | — | $205K | $3.9M | 8.2% | |
| American Funds Target Date Retirement 2040 Fund 179,120 shares | Mutual Funds | — | $179K | $3.7M | 7.8% | |
| American Funds Target Date Retirement 2030 Fund 168,264 shares | Mutual Funds | — | $168K | $2.9M | 6.1% | |
| American Funds Target Date Retirement 2045 Fund 107,006 shares | Mutual Funds | — | $107K | $2.3M | 4.8% | |
| Vanguard Mid Cap Index Admiral Fund 6,470 shares | Mutual Funds | — | $6K | $2.1M | 4.5% | |
| Vanguard Federal Money Market Investor Fund 1,944,975 shares | Mutual Funds | — | $1.9M | $1.9M | 4.1% | |
| American Funds Euro Pacific Growth Fund 36,126 shares | Mutual Funds | — | $36K | $1.9M | 4.1% | |
| American Funds Target Date Retirement 2050 Fund 91,002 shares | Mutual Funds | — | $91K | $1.9M | 4.0% | |
| Vanguard Small Cap Index Admiral Fund 15,761 shares | Mutual Funds | — | $16K | $1.8M | 3.8% | |
| American Funds Target Date Retirement 2025 Fund 116,169 shares | Mutual Funds | — | $116K | $1.8M | 3.7% | |
| Vanguard Equity Income Admiral Fund 19,359 shares | Mutual Funds | — | $19K | $1.7M | 3.6% | |
| Fidelity Large Cap Growth Index Fund 39,798 shares | Common Collective Trusts | — | $40K | $1.6M | 3.3% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $1.5M | 3.2% | |
| Fidelity Total Bond Fund 172,960 shares | Mutual Funds | — | $173K | $1.5M | 3.2% | |
| American Century Mid-Cap Value Fund 67,699 shares | Other securities | — | $68K | $1.1M | 2.2% | |
| Carillon Eagle Mid Cap Growth Fund 12,501 shares | Other securities | — | $13K | $974K | 2.1% | |
| American Funds Target Date Retirement 2055 Fund 33,124 shares | Mutual Funds | — | $33K | $875K | 1.8% | |
| American Funds Target Date Retirement 2020 Fund 60,866 shares | Mutual Funds | — | $61K | $819K | 1.7% | |
| Maturing January 2025 to June 2034 | Other securities | — | — | $786K | 1.7% | |
| Allspring Special Small Cap Value Fund 16,631 shares | Other securities | — | $17K | $669K | 1.4% | |
| PRIN SHORT-TERM INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 124 | Pooled Separate Account | — | $47K | $654K | 1.4% | |
| American Funds Target Date Retirement 2060 Fund 21,140 shares | Mutual Funds | — | $21K | $379K | 0.8% | |
| American Funds Target Date Retirement 2065 Fund 19,094 shares | Mutual Funds | — | $19K | $334K | 0.7% | |
| American Funds Target Date Retirement 2015 Fund 213,400 shares | Mutual Funds | — | $213K | $262K | 0.6% | |
| PIMCO Income Institutional Fund 19,659 shares | Mutual Funds | — | $20K | $204K | 0.4% | |
| (E) | Other securities | — | — | $31K | <0.1% | |
| American Funds Target Date Retirement 2010 Fund 2,636 shares | Mutual Funds | — | $3K | $31K | <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 |
|---|---|---|---|---|---|
| MJ RETIREMENT | 45-5291215 | — | INVESTMENT ADVISORY | $0 | — |
