TARA Evans, for TAG Resources signed Dan Williams Company's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dan Williams Company's EIN is 74-2496879.
Download the official 2023 Form 5500 (PDF) for Dan Williams Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Dan Williams Company's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORD KEEPER | $10K | — |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 62-1874769 | — | RECORD KEEPER | $4K | — |
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.
| % of plan | |||
|---|---|---|---|
| AMERICAN FDS FDAMENTAL INVS RT ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 232 | Pooled Separate Account | $0 | — |
| AMERICAN FDS GR FD OF AMERICA RT AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 246 | Pooled Separate Account | $0 | — |
| DFA EMERGING MKT CORE EQ RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 759 | Pooled Separate Account | $0 | — |
| JPMORGAN EQUITY INC RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 579 | Pooled Separate Account | $0 | — |
| MFS INTL DIVERSIFICATION RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 123 | Pooled Separate Account | $0 | — |
| STATE STREET GLOBAL ALL CAP EX US I TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 409 | Pooled Separate Account | $0 | — |
| STATE STREET S&P 500 INDEX CLASS II TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 405 | Pooled Separate Account | $0 | — |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 410 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RETIREMENT 2020 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 415 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RETIREMENT 2025 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 416 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RETIREMENT 2030 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 417 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RETIREMENT 2035 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 418 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RETIREMENT 2040 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 419 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RETIREMENT 2045 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 420 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RETIREMENT 2050 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 421 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RETIREMENT 2055 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 422 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RETIREMENT 2060 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 423 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RETIREMENT 2065 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 424 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RETIREMENT INCO TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 414 | Pooled Separate Account | $0 | — |
| STATE STREET U.S. BOND INDEX RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 413 | Pooled Separate Account | $0 | — |
| T. ROWE PRICE US SMALL CAP VALUE EQ TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 425 | Pooled Separate Account | $0 | — |
| TA VANGUARD LIFESTRATEGY MOD GR RT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 504 | Pooled Separate Account | $0 | — |
| VANGUARD FTSE SOCIAL INDEX FUND ADM TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 408 | Pooled Separate Account | $0 | — |
| WESTERN ASSET CORE PLUS BOND RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 431 | Pooled Separate Account | $0 | — |
