TARA Evans, for TAG Resources signed Belair Instrument Company, LLC DBA Avantik's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Belair Instrument Company, LLC DBA Avantik's EIN is 46-5528724.
Download the official 2024 Form 5500 (PDF) for Belair Instrument Company, LLC DBA Avantik from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Belair Instrument Company, LLC DBA Avantik's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 FINANCIAL LIFE INS | 36-6071399 | — | RECORD KEEPER | $20K | — |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 42-1484983 | — | RECORD KEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 135 | Pooled Separate Account | — | — | $1.7M | 41.6% | |
| FIDELITY U.S. BOND INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 161 | Pooled Separate Account | — | — | $927K | 22.9% | |
| Transamerica Financial Life Insurance Company Insurance Company General Account | Common Stocks | — | — | $414K | 10.2% | |
| FIDELITY GLOBAL EX U.S. INDEX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 158 | Pooled Separate Account | — | — | $335K | 8.3% | |
| FIDELITY MID CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 138 | Pooled Separate Account | — | — | $168K | 4.2% | |
| FIDELITY SMALL CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 139 | Pooled Separate Account | — | — | $164K | 4.1% | |
| TRANSAMERICARETONTRK 2040 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 690 | Pooled Separate Account | — | — | $22K | 0.5% | |
| STATE STEET PRTN SERIES WITH TA AGG TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 502 | Pooled Separate Account | — | — | $21K | 0.5% | |
| Participant loans thorugh March 2028 | Participant loans | — | — | $12K | 0.3% | |
| STATE STEET PRTN SERIES WITH TA CON TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 503 | Pooled Separate Account | — | — | $662 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-3046611 |
| — |
| INVESTMENT ADV.-PLAN |
| $430 |
| — |
