Eric R. Muhlen signed TASI Holdings, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TASI Holdings, Inc.'s EIN is 56-2394552.
Download the official 2023 Form 5500 (PDF) for TASI Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)TASI Holdings, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVT TRST 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $17.1M | 13.0% | |
| PUTNAM RETIREMENT ADVT TRST 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $16.4M | 12.4% | |
| Vanguard 500 Index Fund – Admiral Shares of mutual fund | Common Collective Trusts | — | — | $11.7M | 8.9% | |
| PUTNAM RETIREMENT ADVT TRST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $10.4M | 7.9% | |
| PUTNAM RETIREMENT ADVT TRST 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $9.6M | 7.3% | |
| PUTNAM RETIREMENT ADVT TRST 2045 X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $8.2M | 6.2% | |
| PUTNAM RETIREMENT ADVT TRST 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $6.2M | 4.7% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $5.6M | 4.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.4M | 3.4% | |
| Vanguard US Growth Admiral Shares of mutual fund | Mutual Funds | — | — | $4.2M | 3.2% | |
| PUTNAM RETIREMENT ADVT TRST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $4.0M | 3.0% | |
| Vanguard Wellington Admiral Shares of mutual fund | Mutual Funds | — | — | $3.7M | 2.8% | |
| Federated Hermes MDT Mid Cap Growth Fund A Shares of mutual fund | Other securities | — | — | $2.4M | 1.8% | |
| PUTNAM RETIREMENT ADVT TRST 2060 X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $2.1M | 1.6% | |
| JPMorgan Large Cap Growth R6 Shares of mutual fund | Other securities | — | — | $2.0M | 1.5% | |
| MFS International Diversification R Shares of mutual fund | Mutual Funds | — | — | $2.0M | 1.5% | |
| Allspring Core Plus Bond R6 Shares of mutual fund | Other securities | — | — | $1.9M | 1.4% | |
| PUTNAM LARGE CAP VALUE TRUST II CLA GREAT GRAY · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $1.9M | 1.4% | |
| Columbia Seligman Global Technology A Shares of mutual fund | Other securities | — | — | $1.7M | 1.3% | |
| Loans to participants Varying maturity dates with interest rates ranging from 3.25% to 9.50% | Bonds / Notes | — | — | $1.6M | 1.2% | |
| Fidelity Inflation Protected Bond Index Shares of mutual fund | Mutual Funds | — | — | $1.4M | 1.1% | |
| American Century Small Cap Growth R6 Shares of mutual fund | Other securities | — | — | $1.4M | 1.0% | |
| Northern Mid Cap Index Shares of mutual fund | Other securities | — | — | $1.3M | 1.0% | |
| American Funds New World Fund R6 Shares of mutual fund | Mutual Funds | — | — | $1.3M | 1.0% | |
| MFS New Discovery Value R6 Shares of mutual fund | Mutual Funds | — | — | $1.2M | 1.0% | |
| Blackrock High Yield Bond Institutional Shares of mutual fund | Other securities | — | — | $1.1M | 0.8% | |
| Heartland Mid Cap Value Institutional Shares of mutual fund | Other securities | — | — | $926K | 0.7% | |
| Vanguard Health Care Admiral Shares of mutual fund | Mutual Funds | — | — | $906K | 0.7% | |
| Putnam Core Equity Fund R6 Shares of mutual fund | Mutual Funds | — | — | $897K | 0.7% | |
| Delaware Small Cap Core R6 Shares of mutual fund | Other securities | — | — | $801K | 0.6% | |
| GALLIARD STABLE RETURN FUND M WELLS FARGO MUTUAL FUNDS · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $797K | 0.6% | |
| Dodge & Cox Global Bond I Shares of mutual fund | Mutual Funds | — | — | $784K | 0.6% | |
| Fidelity Advisor Energy Z Shares of mutual fund | Mutual Funds | — | — | $581K | 0.4% | |
| Baron Real Estate R6 Shares of mutual fund | Other securities | — | — | $521K | 0.4% | |
| DWS Enhanced Commodity Strategy R6 Shares of mutual fund | Other securities | — | — | $352K | 0.3% | |
| PUTNAM RETIREMENT ADVT TRST 2065 X PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 000 | Common Collective Trust | — | — | $118K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| EL SEGUNDO, CA |
| INVESTMENT ADVISOR |
| $101K |
| — |
