Katie FREY signed TIER 1 Performance Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TIER 1 Performance Solutions, LLC's EIN is 61-1426022.
Download the official 2024 Form 5500 (PDF) for TIER 1 Performance Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TIER 1 Performance Solutions, LLC'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS LLC | 02-0488491 | — | SERVICE PROVIDER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-3297908 | — | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
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 |
|---|---|---|---|---|---|
| LATITUDE SERVICE COMPANY INC | 82-1371994 | PLYMOUTH, IN | THIRD PARTY ADMINIST | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $4.1M | 10.5% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $3.4M | 8.7% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $3.3M | 8.3% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $3.2M | 8.2% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $2.5M | 6.4% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $2.4M | 6.0% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $2.3M | 5.9% | |
| American Funds EuroPacific Fund | Mutual Funds | — | — | $2.3M | 5.9% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $2.1M | 5.5% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $1.9M | 4.7% | |
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.5M | 3.8% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $1.5M | 3.8% | |
| S * American Century Mid Cap Value Fund | Pooled Separate Accounts | — | — | $1.1M | 2.7% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $991K | 2.5% | |
| JPMorgan Equity Income Fund | Other securities | — | — | $961K | 2.5% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $937K | 2.4% | |
| Vanguard Small-Cap VI Index Fund | Common Collective Trusts | — | — | $759K | 1.9% | |
| Voya Intermediate Bond Fund | Other securities | — | — | $630K | 1.6% | |
| ClearBridge Small Cap Growth Fund | Other securities | — | — | $585K | 1.5% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $465K | 1.2% | |
| JPMorgan US Equity Fund | Other securities | — | — | $449K | 1.1% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $335K | 0.9% | |
| PGIM High Yield Fund | Other securities | — | — | $315K | 0.8% | |
| DFA Inflation Protected Securities Portfolio | Mutual Funds | — | — | $289K | 0.7% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $180K | 0.5% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 3.25-8.50%, with maturities through May 2029 0 | Bonds / Notes | — | — | $170K | 0.4% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $167K | 0.4% | |
| Neuberger Berman Mid Cap Growth Fund | Other securities | — | — | $138K | 0.4% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $69K | 0.2% | |
| Voya Government Money Market Fund | Cash / Money Market | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $1K | <0.1% |
