Neal Tugman signed Long Beverage, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Long Beverage, Inc.'s EIN is 56-0568728.
Download the official 2024 Form 5500 (PDF) for Long Beverage, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Long Beverage, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $597 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $2.5M | 32.8% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $1.5M | 20.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $1.3M | 16.6% | |
| EI FIXED ACCOUNT SERIES CLASS I | Other securities | — | — | $774K | 10.1% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $688K | 9.0% | |
| FIDELITY LARGE CAP GROWTH INDEX | Mutual Funds | — | — | $189K | 2.5% | |
| PARTICIPANT LOANS | Participant loans | — | — | $146K | 1.9% | |
| STATE ST SANDP 500 INDX SL CL II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $111K | 1.4% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 | Mutual Funds | — | — | $71K | 0.9% | |
| HARTFORD TOTAL RETURN BOND R6 | Other securities | — | — | $64K | 0.8% | |
| DFA US TARGETED VALUE I | Mutual Funds | — | — | $37K | 0.5% | |
| FIDELITY MID CAP GROWTH INDEX | Mutual Funds | — | — | $37K | 0.5% | |
| HARTFORD EQUITY INCOME R5 | Other securities | — | — | $33K | 0.4% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $28K | 0.4% | |
| AMERICAN CENTURY SMALL CAP GROWTH R6 | Other securities | — | — | $27K | 0.3% | |
| HARTFORD SCHRODERS INTERNATIONAL STK SDR | Other securities | — | — | $26K | 0.3% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $25K | 0.3% | |
| AMERICAN FUNDS RETIRE INC PORT MOD R5 | Mutual Funds | — | — | $21K | 0.3% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $19K | 0.3% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $18K | 0.2% | |
| STATE ST REIT INDX SL CL II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $13K | 0.2% | |
| AMERICAN CENTURY MID CAP VALUE R6 | Other securities | — | — | $5K | <0.1% | |
| PIMCO COMMODITIESPLUS STRATEGY INSTL | Mutual Funds | — | — | $5K | <0.1% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $1K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WELLS FARGO ADVISORS LLC |
| — |
| CHARLOTTE, NC |
| INVESTMENT ADVISOR |
| $14K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | OTHER | $1K | — |
