ERIN Doehring signed TAL Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TAL Holdings, LLC's EIN is 45-2504780.
Download the official 2024 Form 5500 (PDF) for TAL Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TAL Holdings, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $70K | — |
| 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 Retirement 2030 Mutual Fund | Mutual Funds | — | — | $2.4M | 22.3% | |
| American Funds Target Retirement 2035 Mutual Fund | Mutual Funds | — | — | $1.8M | 16.3% | |
| American Funds Target Retirement 2045 Mutual Fund | Mutual Funds | — | — | $1.5M | 13.4% | |
| American Funds Target Retirement 2025 Mutual Fund | Mutual Funds | — | — | $1.2M | 11.2% | |
| American Funds Target Retirement 2050 Mutual Fund | Mutual Funds | — | — | $956K | 8.8% | |
| American Funds Target Retirement 2040 Mutual Fund | Mutual Funds | — | — | $916K | 8.4% | |
| American Funds Target Retirement 2055 Mutual Fund | Mutual Funds | — | — | $652K | 6.0% | |
| American Funds Target Retirement 2060 Mutual Fund | Mutual Funds | — | — | $251K | 2.3% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $188K | 1.7% | |
| American Funds Target Retirement 2020 Mutual Fund | Mutual Funds | — | — | $140K | 1.3% | |
| American Funds Target Retirement 2070 Mutual Fund ** 517 AB Large Cap Growth Mutual Fund | Mutual Funds | — | — | $138K | 1.3% | |
| American Funds Target Retirement 2010 Mutual Fund ** 866 American Funds Target Retirement 2015 Mutual Fund | Mutual Funds | — | — | $102K | 0.9% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $98K | 0.9% | |
| (E) | Other securities | — | — | $86K | 0.8% | |
| American Funds Target Retirement 2065 Mutual Fund | Mutual Funds | — | — | $86K | 0.8% | |
| Fidelity International Mutual Fund | Mutual Funds | — | — | $55K | 0.5% | |
| Putnam Large Cap Value Mutual Fund | Mutual Funds | — | — | $47K | 0.4% | |
| Dodge & Cox Income Mutual Fund | Mutual Funds | — | — | $40K | 0.4% | |
| Fidelity Sm Cap Index Mutual Fund | Mutual Funds | — | — | $39K | 0.4% | |
| MFS International Diversification Mutual Fund | Mutual Funds | — | — | $30K | 0.3% | |
| DFA Emerging Market Mutual Fund | Mutual Funds | — | — | $21K | 0.2% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| FIRST HILL TRUST CO AGGRESSIVE FIRST HILL TRUST COMPANY · EIN 88-4335301 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIRST HILL TRUST CO BALANCED FIRST HILL TRUST COMPANY · EIN 92-1184769 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIRST HILL TRUST CO CONSERV FIRST HILL TRUST COMPANY · EIN 92-1172554 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIRST HILL TRUST CO GROWTH FIRST HILL TRUST COMPANY · EIN 88-4335619 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIRST HILL TRUST CO MOD CONSER FIRST HILL TRUST COMPANY · EIN 88-4339263 / PN 001 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| HUB INTERNATIONAL INVESTMENT SERVIC | 26-3188716 | — | INVESTMENT ADVISORY | $0 | — |
| BENEFIT ADMINISTRATION COMPANY | 91-1999591 | — | INVESTMENT ADVISORY | $0 | — |
