Brandee Cohran signed First American Resources Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First American Resources Company, LLC's EIN is 58-2594042.
Download the official 2024 Form 5500 (PDF) for First American Resources Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First American Resources Company, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $33K | — |
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $167 | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $15 | — |
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 | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index K 1,920 # | Common Collective Trusts | — | — | $1.3M | 15.5% | |
| PUTNAM STABLE VALUE 50 PUTNAM · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $721K | 8.5% | |
| AB Large Cap Growth A 5,188 # | Other securities | — | — | $498K | 5.9% | |
| Allspring Core Plus Bond A 43,196 # | Other securities | — | — | $478K | 5.6% | |
| Putnam Large Cap Value A 13,103 # | Mutual Funds | — | — | $452K | 5.3% | |
| Lord Abbett Bond Debenture R4 63,246 # | U.S. Treasuries | — | — | $451K | 5.3% | |
| Invesco Core Bond A 80,330 # | Mutual Funds | — | — | $449K | 5.3% | |
| MFS Growth A 2,416 # | Mutual Funds | — | — | $441K | 5.2% | |
| Vanguard Mid-Cap Index Admiral 1,196 # | Mutual Funds | — | — | $391K | 4.6% | |
| AB Relative Value A 60,642 # | Other securities | — | — | $376K | 4.4% | |
| MFS Research International A 15,243 # | Mutual Funds | — | — | $341K | 4.0% | |
| BlackRock High Yield Portfolio Inv A 44,414 # | Other securities | — | — | $315K | 3.7% | |
| Janus Henderson Global Equity Income A 51,563 # | Mutual Funds | — | — | $311K | 3.7% | |
| AB Sustainable Global Thematic A 2,134 # | Other securities | — | — | $306K | 3.6% | |
| BlackRock Emerging Markets Inv A 12,244 # | Other securities | — | — | $277K | 3.3% | |
| Vanguard Small-Cap Index Admiral 1,853 # | Mutual Funds | — | — | $213K | 2.5% | |
| Allspring Special Small Cap Value A 4,453 # | Other securities | — | — | $174K | 2.0% | |
| Invesco Discovery A 1,756 # | Mutual Funds | — | — | $169K | 2.0% | |
| Invesco Discovery Mid Cap Growth A 5,410 # | Mutual Funds | — | — | $151K | 1.8% | |
| Victory Sycamore Stablished Value A 3,065 # | Other securities | — | — | $141K | 1.7% | |
| BlackRock Mid-Cap Growth Equity Inv A 3,730 # | Other securities | — | — | $137K | 1.6% | |
| MFS Mid Cap Value A 3,774 # | Mutual Funds | — | — | $116K | 1.4% | |
| Cash and cash equivalents * Transamerica Stable Value 29,176 # | Stable Value | — | — | $29K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| DEFINITI, LLC | 85-0833363 | — | TPA | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENNETT THRASHER | 58-2594042 | — | AUDIT | $17K | — |
