Andrea Trudelle signed Tailored Shared Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tailored Shared Services, LLC's EIN is 47-4894752.
Download the official 2024 Form 5500 (PDF) for Tailored Shared Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tailored Shared Services, 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 O | 84-0467907 | — | NONE | $435K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $156K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RET 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $32.6M | 12.3% | |
| VANGUARD TARGET RET 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $28.4M | 10.7% | |
| Vanguard INST Vanguard Institutional Index Fund (2) | Common Collective Trusts | — | — | $27.6M | 10.4% | |
| VANGUARD TARGET RET 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $25.7M | 9.7% | |
| VANGUARD TARGET RET 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $17.7M | 6.7% | |
| VANGUARD TARGET RET 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $15.9M | 6.0% | |
| VANGUARD TARGET RET 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $15.6M | 5.9% | |
| Great-West Life & Annuity Insurance Company E I Fixed Account – Series Class VI (2) | Common Stocks | — | — | $13.9M | 5.2% | |
| Dodge & Cox Dodge & Cox Income Fund - I (2) | Mutual Funds | — | — | $12.1M | 4.5% | |
| VANGUARD TARGET RET 2050 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $12.0M | 4.5% | |
| American Funds American Funds EuroPacific Growth R6 (2) | Mutual Funds | — | — | $11.5M | 4.4% | |
| VANGUARD TARGET RET INCM TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $11.0M | 4.2% | |
| Vanguard INST Vanguard US Growth ADM (2) | Mutual Funds | — | — | $9.8M | 3.7% | |
| Vanguard INST Vanguard Small Cap Index I (2) | Mutual Funds | — | — | $8.2M | 3.1% | |
| Dodge & Cox Dodge & Cox Stock Fund - I (2) | Mutual Funds | — | — | $7.2M | 2.7% | |
| Loans to participants Loans to Participants (1) | Participant loans | — | — | $5.7M | 2.1% | |
| VANGUARD TARGET RET 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $5.1M | 1.9% | |
| American Beacon American Beacon Small Cap Value R6 (2) | Other securities | — | — | $2.6M | 1.0% | |
| VANGUARD TARGET RET 2060 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.8% | |
| VANGUARD TARGET RET 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $411K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
