New Tangram, LLC's EIN is 37-1428740.
Download the official 2024 Form 5500 (PDF) for New Tangram, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New Tangram, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 O | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 43-1270780 | — | INVESTMENT ADVISORY | $40K | — |
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 Am Fnd Europacfic Grth R6 | Mutual Funds | — | — | $6.1M | 16.7% | |
| Empower Annuity Insurance Company Lcg/Mfs Fund | Mutual Funds | — | — | $4.7M | 12.9% | |
| LARGE CAP GROWTH / MFS FUND EMPOWER ANNUITY INSRUANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | — | — | $4.7M | 12.9% | |
| Guaranteed Interest Account * Empower Annuity Insurance Company Guaranteed Income Fund | Common Stocks | — | — | $3.9M | 10.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.7M | 10.1% | |
| BLACKROCK EQUITY DIVIDEND EMPOWER ANNUITY INSRUANCE COMPANY · EIN 06-1050034 / PN 840 | Pooled Separate Account | — | — | $3.5M | 9.6% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $2.5M | 6.8% | |
| AMERICAN CENTURY MID CAP VAL EMPOWER ANNUITY INSRUANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | — | — | $2.3M | 6.4% | |
| Empower Annuity Insurance Company Mcg/Artisan Partner | Common Stocks | — | — | $1.7M | 4.6% | |
| MID CAP WROWTH/ ARTISAN PARTNERS FU EMPOWER ANNUITY INSRUANCE COMPANY · EIN 06-1050034 / PN 185 | Pooled Separate Account | — | — | $1.7M | 4.6% | |
| Invesco Discovery R6 | Mutual Funds | — | — | $1.6M | 4.5% | |
| DAY ONE INCOME FLEX TARGET BALANCE EMPOWER ANNUITY INSRUANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $1.6M | 4.4% | |
| American Beacon Amer Beacon Sc Val R5 | Mutual Funds | — | — | $1.1M | 3.1% | |
| Fidelity Ext Market Idx | Common Collective Trusts | — | — | $687K | 1.9% | |
| Participant Loans 4.25% to 9.50% | Bonds / Notes | — | — | $649K | 1.8% | |
| Pimco Real Rtn Fd Inst | Mutual Funds | — | — | $644K | 1.8% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $635K | 1.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $368K | 1.0% | |
| Invesco Dev Mkts R6 | Mutual Funds | — | — | $204K | 0.6% | |
| Oakmark Intl Instl | Other securities | — | — | $128K | 0.4% | |
| American Funds Amercn Fd Cap Wrld Bd R6 | Mutual Funds | — | — | $119K | 0.3% | |
| Fidelity International Index | Mutual Funds | — | — | $105K | 0.3% | |
| Principal Gbl Re Sec R6 | Other securities | — | — | $64K | 0.2% | |
| MFS Intl New Discovery R6 | Mutual Funds | — | — | $52K | 0.1% | |
| Principal Prpl Divs Real Asset R6 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL BENEFITS CORP. | 95-4724815 | — | CONSULTING | $10K | — |
