Sharron Ngatikaura signed Telarus, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Telarus, LLC's EIN is 46-0490810.
Download the official 2024 Form 5500 (PDF) for Telarus, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Telarus, 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 |
|---|---|---|---|---|---|
| TOLLEY FINANCIAL GROUP, LLC | 81-4773675 | — | FINANCIAL | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SStr Target Retire 2040 K Registered investment company n/a | Common Stocks | — | — | $1.8M | 11.3% | |
| SStr Target Retire 2045 K Registered investment company n/a | Common Stocks | — | — | $1.8M | 11.1% | |
| SStr Target Retire 2050 K Registered investment company n/a | Common Stocks | — | — | $1.8M | 10.9% | |
| SStr Target Retire 2035 K Registered investment company n/a | Common Stocks | — | — | $1.7M | 10.3% | |
| iShares S&P 500 Index Fund Registered investment company n/a | Common Collective Trusts | — | — | $1.6M | 9.8% | |
| SStr Target Retire 2055 K Registered investment company n/a | Common Stocks | — | — | $1.4M | 8.4% | |
| SStr Target Retire 2060 K Registered investment company n/a | Common Stocks | — | — | $1.1M | 6.6% | |
| SStr Target Retire 2030 K Registered investment company n/a | Common Stocks | — | — | $1.1M | 6.5% | |
| Invesco NASDAQ 100 Idx Registered investment company n/a | Common Collective Trusts | — | — | $849K | 5.2% | |
| Vanguard Intl Grow Fund Adm Registered investment company n/a | Mutual Funds | — | — | $598K | 3.7% | |
| SStr Target Retire 2065 K Registered investment company n/a | Common Stocks | — | — | $496K | 3.0% | |
| Voya Retirement Ins and Annuity Co Fidelity Adv Semiconductors Fd Z | Mutual Funds | — | — | $425K | 2.6% | |
| Vanguard Mid-Cap Idx Fund Registered investment company n/a | Common Collective Trusts | — | — | $327K | 2.0% | |
| Voya Retirement Ins and Annuity Co Participant Loans-Various 4.25%-9.50% | Bonds / Notes | — | — | $288K | 1.8% | |
| Vanguard St-Trm Inv-Grd Fund Registered investment company n/a | Mutual Funds | — | — | $248K | 1.5% | |
| DFA Real Estate Secs Port Ins Registered investment company n/a | Mutual Funds | — | — | $199K | 1.2% | |
| Voya Fixed Account (4450) Fixed income account n/a | Other securities | — | — | $195K | 1.2% | |
| StateSt Trgt Retirement K Registered investment company n/a | Common Stocks | — | — | $164K | 1.0% | |
| Voya Retirement Ins and Annuity Co SStr Target Retire 2065 F K | Common Stocks | — | — | $164K | 1.0% | |
| Vanguard Small-Cap Idx Fund Registered investment company n/a | Common Collective Trusts | — | — | $107K | 0.7% | |
| iShares US Agg Bond Idx Fund Registered investment company n/a | Common Collective Trusts | — | — | $95K | 0.6% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered investment company n/a | Common Stocks | — | — | $89K | 0.5% | |
| Voya Retirement Ins and Annuity Co Vanguard High Div Yield Index F Adm | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
