Mary Evans signed Tourgee & Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tourgee & Associates, Inc.'s EIN is 52-1627382.
Download the official 2024 Form 5500 (PDF) for Tourgee & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tourgee & Associates, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INVESTMENT MANAGE | 36-3429599 | — | INVESTMENT/FINANCIAL ADVI | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $6.3M | 19.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $3.8M | 11.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $3.4M | 10.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.4M | 7.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.3M | 7.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.0M | 6.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.9M | 5.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.4M | 4.1% | |
| DFA US LARGE CAP VALUE PORT I | Registered Investment Companies | — | — | $1.2M | 3.6% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $1.0M | 3.0% | |
| VANGUARD INT TERM INV GR AD | Registered Investment Companies | — | — | $1.0M | 3.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $874K | 2.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $808K | 2.4% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $731K | 2.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $569K | 1.7% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $475K | 1.4% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $402K | 1.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $367K | 1.1% | |
| DFA INT GOVT FIXED INC INST | Registered Investment Companies | — | — | $322K | 1.0% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $260K | 0.8% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $229K | 0.7% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $226K | 0.7% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $211K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
