Dan Shire signed Tangent Technologies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tangent Technologies, LLC's EIN is 61-1437265.
Download the official 2024 Form 5500 (PDF) for Tangent Technologies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tangent Technologies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS, INC | 52-1309931 | — | NONE | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PIMCO | 33-0629048 | — | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2045 Fund | Mutual Funds | — | — | $1.4M | 13.3% | |
| T Rowe Price Retirement 2025 Fund | Mutual Funds | — | — | $1.3M | 12.4% | |
| T Rowe Price Retirement 2035 Fund | Mutual Funds | — | — | $1.3M | 12.2% | |
| T Rowe Price Retirement 2050 Fund | Mutual Funds | — | — | $1.1M | 10.7% | |
| T Rowe Price Retirement 2030 Fund | Mutual Funds | — | — | $822K | 8.0% | |
| T Rowe Price Retirement 2055 Fund | Mutual Funds | — | — | $704K | 6.9% | |
| T Rowe Price Retirement 2040 Fund | Mutual Funds | — | — | $685K | 6.7% | |
| T. ROWE PRICE RETIREMENT 2020 INV MUTUAL FUND | Other securities | — | — | $449K | 4.4% | |
| T. ROWE PRICE STABLE VALUE E T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $422K | 4.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $412K | 4.0% | |
| T Rowe Price Retirement 2065 Fund | Mutual Funds | — | — | $210K | 2.0% | |
| American Funds New Perspective - Class R6 | Mutual Funds | — | — | $199K | 1.9% | |
| Clearbridge Large Cap Growth Fund Class IS | Other securities | — | — | $160K | 1.6% | |
| T Rowe Price Retirement 2060 Fund | Mutual Funds | — | — | $156K | 1.5% | |
| Participant loans Interest rates from 4.25% to 9.50% - 0 - | Bonds / Notes | — | — | $139K | 1.4% | |
| T Rowe Price Dividend Growth Fund | Mutual Funds | — | — | $132K | 1.3% | |
| Dimensional DFA US Targeted Value Portfolio | Mutual Funds | — | — | $101K | 1.0% | |
| Dimensional DFA Real Estate Securities Fund Institutional Class | Mutual Funds | — | — | $64K | 0.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $59K | 0.6% | |
| T. ROWE PRICE GOVERNMENT MONEY INV INTEREST-BEARING CASH | Cash / Money Market | — | — | $55K | 0.5% | |
| Franklin Templeton Western Asset Core Plus Bond Fund | Mutual Funds | — | — | $54K | 0.5% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $49K | 0.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $41K | 0.4% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $32K | 0.3% | |
| PIMCO Income Fund Class I-2 | Mutual Funds | — | — | $32K | 0.3% | |
| JPMorgan Equity Income Fund Class R6 | Other securities | — | — | $25K | 0.2% | |
| and Money Market Mutual Fund Allspring Special Mid Cap Value Fund Class Institutional | Mutual Funds | — | — | $24K | 0.2% | |
| MFS New Discovery Fund Class A | Mutual Funds | — | — | $20K | 0.2% | |
| T Rowe Price Retirement 2005 Fund | Mutual Funds | — | — | $14K | 0.1% | |
| MFS International Diversification Fund Class R6 | Mutual Funds | — | — | $6K | <0.1% | |
| PIMCO Commodity Real Return Strategy | Mutual Funds | — | — | $3K | <0.1% |
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 |
|---|---|---|---|---|---|
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| ALLSPRING GLOBAL | 41-0449260 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| LEGG MASON | 52-1200960 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
