Mehak Ahmed signed Take2 Consulting, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Take2 Consulting, LLC's EIN is 47-2507011.
Download the official 2024 Form 5500 (PDF) for Take2 Consulting, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Take2 Consulting, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
| ADP, INC. | 13-3036745 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST LIGHT WEALTH LLC | — |
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 | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $2.1M | 12.8% | |
| Fidelity 500 Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $1.9M | 11.8% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $1.7M | 10.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $1.6M | 9.7% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $1.5M | 9.3% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $1.4M | 8.7% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $1.4M | 8.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $1.1M | 6.8% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $995K | 6.1% | |
| Fidelity Mid Cap Growth Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $524K | 3.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $513K | 3.1% | |
| Guaranteed Income Fund Guaranteed Income Fund NR | Other securities | — | — | $391K | 2.4% | |
| Principal Blue Chip Fund Mutual Fund NR | Other securities | — | — | $219K | 1.3% | |
| Various, bearing interest * Participant loans from 5.25% to 10.50% - | Bonds / Notes | — | — | $207K | 1.3% | |
| Janus Henderson Forty Fund Mutual Fund NR | Mutual Funds | — | — | $134K | 0.8% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $107K | 0.7% | |
| Fidelity International Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $77K | 0.5% | |
| Fidelity Growth Strategies Fund Mutual Fund NR | Mutual Funds | — | — | $59K | 0.4% | |
| Fidelity Small Cap Growth Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $56K | 0.3% | |
| BNY Mellon Dynamic Value Fund Mutual Fund NR | Other securities | — | — | $54K | 0.3% | |
| Fidelity U.S. Bond Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $49K | 0.3% | |
| DFA U.S. Large Cap Growth Portfolio Mutual Fund NR | Mutual Funds | — | — | $43K | 0.3% | |
| Fidelity Advisor Small Cap Growth Fund Mutual Fund NR | Mutual Funds | — | — | $38K | 0.2% | |
| Fidelity Mid Cap Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $22K | 0.1% | |
| DFA Diversified Fixed Income Portfolio Mutual Fund NR | Mutual Funds | — | — | $19K | 0.1% | |
| Parnassus Core Equity Fund Mutual Fund NR | Other securities | — | — | $18K | 0.1% | |
| Putnam Large Cap Value Fund Mutual Fund NR | Mutual Funds | — | — | $17K | 0.1% | |
| Artisan International Value Fund Mutual Fund NR | Other securities | — | — | $13K | <0.1% | |
| DFA International Core Equity 2 Portfolio Mutual Fund NR | Mutual Funds | — | — | $12K | <0.1% | |
| Touchstone Mid Cap Fund Mutual Fund NR | Other securities | — | — | $10K | <0.1% | |
| DFA U.S. Core Equity 1 Portfolio Mutual Fund NR | Mutual Funds | — | — | $10K | <0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7264570 / PN 734 | Common Collective Trust | — | — | $9K | <0.1% | |
| The Hartford Equity Income Fund Mutual Fund NR | Other securities | — | — | $8K | <0.1% | |
| American Funds The Bond Fund of America Mutual Fund NR 970 American Funds New World Fund Mutual Fund NR | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Advisor Total Bond Fund Mutual Fund NR | Mutual Funds | — | — | $5K | <0.1% | |
| Lord Abbett Bond Debenture Fund Mutual Fund NR | U.S. Treasuries | — | — | $5K | <0.1% | |
| DFA U.S. Small Cap Growth Portfolio Mutual Fund NR | Mutual Funds | — | — | $4K | <0.1% | |
| JPMorgan Government Bond Fund Mutual Fund NR | U.S. Treasuries | — | — | $4K | <0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7264569 / PN 000 | Common Collective Trust | — | — | $792 | <0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $792 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| HERSHEY, PA |
| INVESTMENT ADVISOR |
| $23K |
| — |
