Ankit Tiwari signed TALL Brown Dog, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TALL Brown Dog, LLC's EIN is 38-3576985.
Download the official 2024 Form 5500 (PDF) for TALL Brown Dog, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TALL Brown Dog, LLC's plan includes automatic enrollment, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALDER INVESTMENT ADVISORS | 20-8946974 | — | ADVISOR | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom 2035 Fund; K6 | Mutual Funds | — | — | $480K | 26.0% | |
| Fidelity Investments Fidelity Freedom 2060 Fund; K6 | Mutual Funds | — | — | $281K | 15.3% | |
| Fidelity Investments Fidelity Freedom 2055 Fund; K6 | Mutual Funds | — | — | $245K | 13.3% | |
| Fidelity Investments Fidelity Freedom 2040 Fund; K6 | Mutual Funds | — | — | $194K | 10.5% | |
| Fidelity Investments Fidelity Freedom 2050 Fund; K6 | Mutual Funds | — | — | $141K | 7.6% | |
| Fidelity Investments Fidelity Freedom 2045 Fund; K6 | Mutual Funds | — | — | $88K | 4.8% | |
| Fidelity Investments Fidelity Freedom Income Fund; K6 ** 403 * Fidelity Investments Fidelity Freedom 2065 Fund Class K6 | Mutual Funds | — | — | $77K | 4.2% | |
| Fidelity Investments Fidelity Freedom 2030 Fund; K6 | Mutual Funds | — | — | $38K | 2.0% | |
| Fidelity Investments Fidelity Freedom 2025 Fund; K6 | Mutual Funds | — | — | $35K | 1.9% | |
| Fidelity Investments Fidelity Government Money Market Fund Class K6 | Mutual Funds | — | — | $30K | 1.6% | |
| Future Standard Investments FS Chiron Capital Allocation Fund Class I ** 31 Dimensional Fund Advisors DFA Large Cap Growth Portfolio;Inst | Mutual Funds | — | — | $21K | 1.1% | |
| First Eagle Investors First Eagle Global A ** 208 Blackrock, Inc. BlackRock Strategic Income Opps K ** 697 Putnam Investments Putnam Large Cap Value R6 | Mutual Funds | — | — | $19K | 1.0% | |
| J.P. Morgan JPMorgan Core Bond Fund;R6 | Other securities | — | — | $18K | 1.0% | |
| Fidelity Investments Fidelity Freedom 2015 Fund; K6 | Mutual Funds | — | — | $18K | 1.0% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $18K | 1.0% | |
| Participant Loans 8.50% - 9.50% - | Bonds / Notes | — | — | $14K | 0.8% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $11K | 0.6% | |
| Fidelity Investments Fidelity Small Cap Index Fund ** 348 * Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $11K | 0.6% | |
| Fidelity Investments Fidelity Growth Strategies K6 Fund | Mutual Funds | — | — | $9K | 0.5% | |
| First Pacific Advisors FPA Crescent ** 217 The Oakmark Funds Oakmark International Investor Fund | Other securities | — | — | $9K | 0.5% | |
| Fidelity Investments Fidelity Low-Priced Stock K6 | Mutual Funds | — | — | $8K | 0.4% | |
| Fidelity Investments Fidelity Conservative Income Bond Fund | Mutual Funds | — | — | $6K | 0.3% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $5K | 0.3% | |
| Fidelity Investments Fidelity Small Cap Growth K6 Fund | Mutual Funds | — | — | $3K | 0.1% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity | Mutual Funds | — | — | $2K | 0.1% | |
| Dimensional Fund Advisors DFA US Targeted Value I | Mutual Funds | — | — | $2K | 0.1% | |
| Brandes Investment Partners Brandes Emerging Market Value Funds I | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
