Anthony Monjure signed Phoenix TACO LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phoenix TACO LLC's EIN is 56-2108172.
Download the official 2024 Form 5500 (PDF) for Phoenix TACO LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Phoenix TACO LLC'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 | $53K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycl Index 2045 R6 | Mutual Funds | — | $0 | $530K | 13.0% | |
| Nuveen Lifecycl Index 2035 R6 | Mutual Funds | — | $0 | $462K | 11.3% | |
| Nuveen Lifecycl Index 2055 R6 | Mutual Funds | — | $0 | $458K | 11.3% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $439K | 10.8% | |
| Nuveen Lifecycl Index 2040 R6 | Mutual Funds | — | $0 | $420K | 10.3% | |
| Nuveen Lifecycl Index 2050 R6 | Mutual Funds | — | $0 | $388K | 9.5% | |
| Nuveen Lifecycl Index 2065 R6 | Mutual Funds | — | $0 | $363K | 8.9% | |
| Participant Loans | Participant loans | — | $0 | $278K | 6.8% | |
| Nuveen Lifecycl Index 2060 R6 | Mutual Funds | — | $0 | $256K | 6.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | $0 | $233K | 5.7% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | $0 | $121K | 3.0% | |
| Fidelity Adv Small Cap Gr Z Fd | Mutual Funds | — | $0 | $75K | 1.9% | |
| AB Large Cap Growth Z Fund | Other securities | — | $0 | $37K | 0.9% | |
| Allspring Spec Sm Cp Value R6 | Other securities | — | $0 | $7K | 0.2% | |
| Dodge & Cox Stock X Fund | Mutual Funds | — | $0 | $1K | <0.1% | |
| Nuveen Lifecycl Index 2025 R6 | Mutual Funds | — | $0 | $431 | <0.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | $0 | $424 | <0.1% | |
| Nuveen Lifecycl Index 2015 R6 | Mutual Funds | — | $0 | $347 | <0.1% | |
| MFS INTL GROWTH R6 FUND | Mutual Funds | — | $0 | $317 | <0.1% | |
| Nuveen Lifecycl Index 2010 R6 | Mutual Funds | — | $0 | $293 | <0.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $211 | <0.1% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | $0 | $194 | <0.1% | |
| Nuveen Lifecycl Index 2030 R6 | Mutual Funds | — | $0 | $116 | <0.1% | |
| Nuveen Lifecycl Index 2020 R6 | Mutual Funds | — | $0 | $55 | <0.1% | |
| PRIN LIFETIME HY 2015 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2020 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | 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.
