Thomas Penland signed Medallion Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Medallion Management, Inc.'s EIN is 38-2033680.
Download the official 2024 Form 5500 (PDF) for Medallion Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Medallion Management, Inc.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMORGAN LARGE CAP GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 585 | Pooled Separate Account | — | — | $1.0M | 13.8% | |
| JPMORGAN CORE BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 292 | Pooled Separate Account | — | — | $764K | 10.4% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $720K | 9.8% | |
| Transamerica Life Insurance Co. Transamerica Stable Value Core Option | Stable Value | — | — | $646K | 8.8% | |
| TA VANGUARD SMALL-CAP GROWTH INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 106 | Pooled Separate Account | — | — | $639K | 8.7% | |
| CLEARBRIDGE APPRECIATION RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 378 | Pooled Separate Account | — | — | $607K | 8.3% | |
| PIONEER STRATEGIC INCOME RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 474 | Pooled Separate Account | — | — | $545K | 7.4% | |
| JPMORGAN EQUITY INCOME RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 584 | Pooled Separate Account | — | — | $485K | 6.6% | |
| MFS INTERNATIONAL DIVERSIFICATION R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 665 | Pooled Separate Account | — | — | $338K | 4.6% | |
| TRANSAMERICA RETIREONTRACK 2035 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $284K | 3.9% | |
| TA VANGUARD TOTAL STOCK MARKET IND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $279K | 3.8% | |
| GOLDMAN SACHS MID CAP VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 080 | Pooled Separate Account | — | — | $228K | 3.1% | |
| TRANSAMERICA PARTNERS HIGH YIELD BO TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 434 | Pooled Separate Account | — | — | $214K | 2.9% | |
| TRANSAMERICA RETIREONTRACK 2015 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 688 | Pooled Separate Account | — | — | $120K | 1.6% | |
| TA VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $86K | 1.2% | |
| BLACKROCK GLOBAL ALLOCATION RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 281 | Pooled Separate Account | — | — | $83K | 1.1% | |
| TA VANGUARD REAL ESTATE INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $58K | 0.8% | |
| TA VANGUARD SMALL-CAP VALUE INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 108 | Pooled Separate Account | — | — | $56K | 0.8% | |
| BLACKROCK MID-CAP VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 214 | Pooled Separate Account | — | — | $41K | 0.6% | |
| TRANSAMERICA RETIREONTRACK 2040 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $28K | 0.4% | |
| TRANSAMERICA RETIREONTRACK 2025 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $18K | 0.3% | |
| TRANSAMERICA RETIREONTRACK 2020 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $17K | 0.2% | |
| TRANSAMERICA RETIREONTRACK 2030 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $16K | 0.2% | |
| TRANSAMERICA RETIREONTRACK 2050 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $15K | 0.2% | |
| TRANSAMERICA RETIREONTRACK 2060 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $7K | <0.1% | |
| TRANSAMERICA RETIREONTRACK 2045 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $5K | <0.1% | |
| TRANSAMERICA RETIREONTRACK 2055 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA RETIREONTRACK 2065 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 444 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
