Peter H. Macaluso signed True North Human Capital, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
True North Human Capital, LLC's EIN is 47-4797475.
Download the official 2024 Form 5500 (PDF) for True North Human Capital, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)True North Human Capital, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FMI RETIREMENT SERVICES | 11-3416243 | HUNTINGTON, NY | RECORDKEEPER | $46K | — |
| TRANSAMERICA FINANCIAL | 36-6071399 | — | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL |
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 | |||||
|---|---|---|---|---|---|---|
| JPMORGAN LARGE CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 165 | Pooled Separate Account | — | — | $4.2M | 16.0% | |
| TA BLACKROCK LIFEGOAL INDEX 2030 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $3.0M | 11.3% | |
| TA BLACKROCK LIFEGOAL INDEX 2045 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 607 | Pooled Separate Account | — | — | $2.3M | 8.7% | |
| TA BLACKROCK LIFEGOAL INDEX 2040 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 715 | Pooled Separate Account | — | — | $2.0M | 7.6% | |
| TA LIFEGOAL RETWITH BLACKROCK TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 574 | Pooled Separate Account | — | — | $1.4M | 5.5% | |
| TA Lifegoal Ret w/BlackRck Ret Pooled Seperate Accounts | Other securities | — | — | $1.4M | 5.5% | |
| TA BLACKROCK LIFEGOAL INDEX 2035 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 132 | Pooled Separate Account | — | — | $1.3M | 5.1% | |
| TA BLACKROCK LIFEPATH INDEX 2050 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 165 | Pooled Separate Account | — | — | $1.2M | 4.5% | |
| TA Lifegoal 2050 w/BlackRck Ret Pooled Seperate Accounts | Other securities | — | — | $1.2M | 4.5% | |
| INVESCO STABLE VALUE TRUST RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 608 | Pooled Separate Account | — | — | $1.1M | 4.3% | |
| TA BLACKROCK LIFEPATH INDEX 2060 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 607 | Pooled Separate Account | — | — | $1.1M | 4.1% | |
| TA Lifegoal 2060 w/BlackRck Ret Pooled Seperate Accounts | Other securities | — | — | $1.1M | 4.1% | |
| TA BLACKROCK LIFEGOAL INDEX 2025 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 578 | Pooled Separate Account | — | — | $1.1M | 4.0% | |
| TA BLACKROCK LIFEGOAL INDEX 2055 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 505 | Pooled Separate Account | — | — | $898K | 3.4% | |
| AMERICAN FUNDS BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $878K | 3.3% | |
| BLACKROCK TOTAL RETURN RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 715 | Pooled Separate Account | — | — | $756K | 2.9% | |
| Transamerica Partners Stock Index Ret APooled Seperate Accounts | Other securities | — | — | $739K | 2.8% | |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $732K | 2.8% | |
| MFS INTL DIVERSIFICATION TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071395 / PN 662 | Pooled Separate Account | — | — | $590K | 2.2% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $565K | 2.1% | |
| INVESCO DIVERSIFIED DIVIDEND RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 574 | Pooled Separate Account | — | — | $543K | 2.1% | |
| Participant Loans | Participant loans | — | — | $484K | 1.8% | |
| VANGUARD SMALL-CAP INDEX RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 132 | Pooled Separate Account | — | — | $482K | 1.8% | |
| VICTORY ESTABLISHED VALUE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 608 | Pooled Separate Account | — | — | $406K | 1.5% | |
| JANUS ENTERPRISE RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 647 | Pooled Separate Account | — | — | $382K | 1.4% | |
| JANUS TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 578 | Pooled Separate Account | — | — | $262K | 1.0% | |
| AMERICAN FUNDS NEW WORLD RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 625 | Pooled Separate Account | — | — | $184K | 0.7% | |
| INVESCO INTERNATIONAL SM-MID TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 736 | Pooled Separate Account | — | — | $181K | 0.7% | |
| DFA U.S. TARGETED VALUE PORTFOLIO R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 527 | Pooled Separate Account | — | — | $163K | 0.6% | |
| TA VANGUARD REAL ESTATE INDEX RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $152K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3429599 |
| — |
| INVESTMENT ADVISORY PLAN |
| $24K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH | 93-0987232 | — | BROKER | $0 | — |
