Imperial, LLC's EIN is 73-1310190.
Download the official 2024 Form 5500 (PDF) for Imperial, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Imperial, 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 LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & COMPANY | 43-0345811 | — | INVESTMENT ADVISOR | $33K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRUDENTIAL TOTAL RETRN BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 902 | Pooled Separate Account | — | — | $2.2M | 14.8% | |
| TA VANGUARD TOTAL STCK MRKT INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $1.9M | 12.4% | |
| AMERICAN FUNDS EUROPACIFIC GR RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 842 | Pooled Separate Account | — | — | $1.9M | 12.4% | |
| FRANKLIN GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 871 | Pooled Separate Account | — | — | $1.6M | 10.5% | |
| MFS VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 904 | Pooled Separate Account | — | — | $1.5M | 10.0% | |
| COLUMBIA CONTRARIAN CORE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 864 | Pooled Separate Account | — | — | $826K | 5.5% | |
| MFS MID CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 911 | Pooled Separate Account | — | — | $707K | 4.7% | |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $705K | 4.7% | |
| JPMORGAN U.S. SM COMP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 884 | Pooled Separate Account | — | — | $652K | 4.4% | |
| FRANKLIN SM-MD CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 197 | Pooled Separate Account | — | — | $616K | 4.1% | |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | — | — | $568K | 3.8% | |
| Various Participants Loans with interest rate from 4.25% to 9.50% | Bonds / Notes | — | — | $438K | 2.9% | |
| Transamerica Stable Value Core Option | Stable Value | — | — | $372K | 2.5% | |
| TRANSAMERICA HI YLD BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 790 | Pooled Separate Account | — | — | $295K | 2.0% | |
| BRANDYWINEGLOBAL - GLO OPP BOND RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 040 | Pooled Separate Account | — | — | $230K | 1.5% | |
| MFS LIFETIME 2030 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 146 | Pooled Separate Account | — | — | $197K | 1.3% | |
| MFS LIFETIME 2040 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 148 | Pooled Separate Account | — | — | $171K | 1.1% | |
| MFS LIFETIME 2060 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 152 | Pooled Separate Account | — | — | $75K | 0.5% | |
| MFS LIFETIME INCOME RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 143 | Pooled Separate Account | — | — | $38K | 0.3% | |
| MFS LIFETIME 2050 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 150 | Pooled Separate Account | — | — | $37K | 0.2% | |
| Transamerica Cash | Cash / Money Market | — | — | $22K | 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 |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | TPA | $23K | — |
