Richard Tatum signed Trendyminds, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trendyminds, LLC's EIN is 35-2140531.
Download the official 2024 Form 5500 (PDF) for Trendyminds, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trendyminds, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VESTWELL | 81-3062212 | NEW YORK, NY | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY HOLDING | 26-4310632 | NEW YORK, NY | MORGAN STANLEY | $37K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2055 Target Date Retire R6 Fund 60,870 shares | Mutual Funds | — | $61K | $1.6M | 22.9% | |
| American Funds 2040 Target Date Retire R6 Fund 77,565 shares | Mutual Funds | — | $78K | $1.6M | 22.7% | |
| American Funds 2050 Target Date Retire R6 Fund 49,298 shares | Mutual Funds | — | $49K | $1.0M | 14.7% | |
| American Funds 2045 Target Date Retire R6 Fund 33,147 shares | Mutual Funds | — | $33K | $703K | 10.0% | |
| American Funds 2035 Target Date Retire R6 Fund 36,130 shares | Mutual Funds | — | $36K | $688K | 9.8% | |
| American Funds 2060 Target Date Retire R6 Fund 35,049 shares | Mutual Funds | — | $35K | $628K | 8.9% | |
| American Funds 2030 Target Date Retire R6 Fund 10,234 shares | Mutual Funds | — | $10K | $177K | 2.5% | |
| Fidelity 500 Index Institutional Premium Fund 686 shares | Common Collective Trusts | — | — | $140K | 2.0% | |
| American Funds 2065 Target Date Retire R6 Fund 6,097 shares | Mutual Funds | — | $6K | $107K | 1.5% | |
| Fidelity Mid Cap Index Institutional Premium Fund 2,346 shares | Mutual Funds | — | $2K | $79K | 1.1% | |
| Schwab Small Cap Index Fund 2,167 shares | Common Collective Trusts | — | $2K | $77K | 1.1% | |
| iShares MSCI EAFE Institutional Index Fund 3,457 shares | Common Collective Trusts | — | $3K | $53K | 0.8% | |
| American Funds Inflation Linked Bond Fund - F2 1,359 shares | Mutual Funds | — | $1K | $12K | 0.2% | |
| iShares US Aggregate Bond Index K Fund 1,217 shares | Other securities | — | $1K | $11K | 0.2% | |
| BNY Mellon International Stock Fund - Class I 472 shares | Other securities | — | — | $11K | 0.2% | |
| Hartford Core Equity Fund R6 160 shares | Other securities | — | — | $9K | 0.1% | |
| Principal Real Estate Securities Institutional Fund 213 shares | Other securities | — | — | $6K | <0.1% | |
| Champlain Mid Cap Institutional Fund 249 shares | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
