Jim Rogers signed Tempus AI, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tempus AI, Inc.'s EIN is 47-4903308.
Download the official 2024 Form 5500 (PDF) for Tempus AI, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tempus AI, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $213K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | INVESTMENT ADVISORY | $46K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index 2050 Fund | Other securities | — | — | $16.9M | 16.6% | |
| BlackRock Lifepath Index 2055 Fund | Other securities | — | — | $16.1M | 15.8% | |
| Vanguard Group Institutional Index Fund | Common Collective Trusts | — | — | $13.8M | 13.5% | |
| BlackRock Lifepath Index 2060 Fund | Other securities | — | — | $13.5M | 13.2% | |
| BlackRock Lifepath Index 2045 Fund | Other securities | — | — | $9.0M | 8.8% | |
| BlackRock Lifepath Index 2040 Fund | Other securities | — | — | $5.9M | 5.8% | |
| BlackRock Lifepath Index 2035 Fund | Other securities | — | — | $4.1M | 4.0% | |
| T. Rowe Price Blue Chip Growth Fund | Other securities | — | — | $3.8M | 3.8% | |
| BlackRock Lifepath Index 2065 Fund | Other securities | — | — | $3.6M | 3.5% | |
| BlackRock Lifepath Index 2030 Fund | Other securities | — | — | $2.3M | 2.3% | |
| Vanguard Group Small Cap Index Adm Fund | Mutual Funds | — | — | $2.1M | 2.1% | |
| Vanguard Group Mid Cap Index Adm Fund | Mutual Funds | — | — | $2.0M | 2.0% | |
| Fidelity Investments International Index Fund | Common Collective Trusts | — | — | $1.8M | 1.8% | |
| Capital Research and Mgmt Co EuroPacific Grth R6 Fund | Common Stocks | — | — | $1.2M | 1.2% | |
| Capital Research and Mgmt Co American Mutual R6 Fund | Common Stocks | — | — | $1.1M | 1.1% | |
| s (held by Principal Trust Company) Vanguard Group Federal Money Market Investor Fund | Mutual Funds | — | — | $951K | 0.9% | |
| BlackRock Lifepath Index Retirment Fund | Other securities | — | — | $682K | 0.7% | |
| Vanguard Group Real Estate Index Adm Fund | Mutual Funds | — | — | $561K | 0.5% | |
| JP Morgan Core Plus Bond R6 Fund | Other securities | — | — | $410K | 0.4% | |
| BlackRock High Yield Portfolio Fund | Other securities | — | — | $363K | 0.4% | |
| Fidelity Investments US Bond Index Fund | Common Collective Trusts | — | — | $329K | 0.3% | |
| Notes from participants Interest from 4.25% - 9.50% - | Bonds / Notes | — | — | $327K | 0.3% | |
| Vanguard Group Short-Term Investment-Grade Admiral | Mutual Funds | — | — | $301K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
