Jordan Jacobs signed Palm Beach TAN Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Palm Beach TAN Inc.'s EIN is 75-2338010.
Download the official 2024 Form 5500 (PDF) for Palm Beach TAN Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Palm Beach TAN Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity 500 Index N/R | Mutual Funds | — | — | $2.6M | 23.2% | |
| Fidelity Investments Fidelity Freedom 2035 K6 N/R | Mutual Funds | — | — | $2.0M | 17.7% | |
| Fidelity Investments Fidelity Freedom 2030 K6 N/R | Mutual Funds | — | — | $1.5M | 13.0% | |
| Fidelity Investments Fidelity Freedom 2050 K6 N/R | Mutual Funds | — | — | $1.2M | 11.0% | |
| Fidelity Investments Fidelity Freedom 2040 K6 N/R | Mutual Funds | — | — | $970K | 8.6% | |
| Fidelity Investments Fidelity Freedom 2045 K6 N/R | Mutual Funds | — | — | $561K | 5.0% | |
| Fidelity Investments Fidelity Freedom 2055 K6 N/R | Mutual Funds | — | — | $515K | 4.6% | |
| Fidelity Investments Fidelity Freedom 2060 K6 N/R | Mutual Funds | — | — | $387K | 3.4% | |
| Fidelity Investments Fidelity International Index N/R | Mutual Funds | — | — | $198K | 1.7% | |
| Common Collective Trusts * Fidelity Management Trust Fidelity Managed Income Portfolio Class 2 N/R | Common Collective Trusts | — | — | $194K | 1.7% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $183K | 1.6% | |
| Fidelity Investments Fidelity Freedom 2020 K6 N/R | Mutual Funds | — | — | $174K | 1.5% | |
| LA CORE BOND CIT GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $160K | 1.4% | |
| Fidelity Investments Fidelity US Bond Index N/R | Mutual Funds | — | — | $145K | 1.3% | |
| LARGE CAP GRTH I1 GREAT GRAY TRUST COMPANY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $135K | 1.2% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $131K | 1.2% | |
| Fidelity Investments Fidelity Extended Market Index N/R | Mutual Funds | — | — | $113K | 1.0% | |
| Fidelity Investments Fidelity Freedom 2065 K6 N/R | Mutual Funds | — | — | $100K | 0.9% | |
| Fidelity Investments Fidelity Real Estate Index N/R | Mutual Funds | — | — | $65K | 0.6% | |
| Fidelity Investments Fidelity Freedom 2025 K6 N/R | Mutual Funds | — | — | $63K | 0.6% | |
| SMALL CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $38K | 0.3% | |
| Goldman Sachs Asset Goldman Sachs Small Cap Value Insights N/R | Other securities | — | — | $20K | 0.2% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $15K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
