Mike Potter signed TAM International, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TAM International, Inc.'s EIN is 74-1604281.
Download the official 2024 Form 5500 (PDF) for TAM International, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TAM International, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $46K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $85 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING 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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND 5,391 shares n/a | Common Collective Trusts | — | — | $2.9M | 12.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.2M | 9.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $1.8M | 7.6% | |
| AB US LARGE CAP GROWTH CIT W SERS L GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.7M | 7.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $1.6M | 6.9% | |
| VANGUARD WINDSOR 18,934 shares n/a | Mutual Funds | — | — | $1.3M | 5.7% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $1.3M | 5.6% | |
| VANGUARD TOTAL STOCK MKT IDX ADM 138,900 shares n/a | Common Collective Trusts | — | — | $1.3M | 5.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $1.3M | 5.5% | |
| AMERICAN FUNDS AMERICAN BALANCED R5 30,908 shares n/a | Mutual Funds | — | — | $1.1M | 4.5% | |
| VANGUARD SMALL CAP INDEX ADM 7,818 shares n/a | Mutual Funds | — | — | $900K | 3.8% | |
| JHANCOCK DISCIPLINED VALUE MID CAP R2 28,556 shares n/a | Other securities | — | — | $769K | 3.3% | |
| EMPOWER SELF DIRECTED BROKERAGE 633,965 shares n/a | Self-Directed Brokerage | — | — | $634K | 2.7% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $611K | 2.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $572K | 2.4% | |
| INVESCO GLOBAL ALLOCATION R6 3,826 shares n/a | Mutual Funds | — | — | $481K | 2.0% | |
| September 2030 *** n/a | Other securities | — | — | $475K | 2.0% | |
| BLACKROCK MID-CAP GROWTH EQUITY 10,331 shares n/a | Other securities | — | — | $450K | 1.9% | |
| AMERICAN FUNDS EUROPACIFIC GR R3 8,079 shares n/a | Mutual Funds | — | — | $434K | 1.8% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $373K | 1.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $252K | 1.1% | |
| VANGUARD MID-CAP VALUE INDEX ADMIRAL 762 shares n/a | Mutual Funds | — | — | $249K | 1.1% | |
| VANGUARD INTERNATIONAL GROWTH ADM 6,168 shares n/a | Mutual Funds | — | — | $195K | 0.8% | |
| THORNBURG STRATEGIC INCOME FUND 17,046 shares n/a | Other securities | — | — | $194K | 0.8% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $175K | 0.7% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $80K | 0.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $55K | 0.2% | |
| JOHN HANCOCK BOND FUND 3,966 shares n/a | Other securities | — | — | $53K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 519 shares n/a | Mutual Funds | — | — | $40K | 0.2% | |
| COHEN & STEERS REAL ESTATE SECURITIES Z 73 shares n/a | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR |
| $42K |
| — |
