Meghan Morris signed Tamarack Management Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tamarack Management Inc.'s EIN is 81-0513898.
Download the official 2024 Form 5500 (PDF) for Tamarack Management Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tamarack Management Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANDCO CONSULTING | — | RENO, NV | BROKER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST INTERSTATE BANK | 81-0192860 | — | TRUSTEE | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Core | Other securities | — | $1.3M | $1.3M | 12.0% | |
| Dodge & Cox | Mutual Funds | — | $1.2M | $1.0M | 9.6% | |
| Dodge & Cox | Mutual Funds | — | $568K | $788K | 7.3% | |
| Harbor Funds | Mutual Funds | — | $608K | $786K | 7.3% | |
| Dodge & Cox | Mutual Funds | — | $777K | $737K | 6.8% | |
| Legg Mason | Other securities | — | $842K | $639K | 5.9% | |
| Conestoga | Other securities | — | $321K | $630K | 5.8% | |
| Vanguard | Mutual Funds | — | $374K | $596K | 5.5% | |
| Artisan | Other securities | — | $736K | $589K | 5.5% | |
| William Blair | Other securities | — | $484K | $551K | 5.1% | |
| Causeway | Other securities | — | $387K | $515K | 4.8% | |
| Harbor Funds | Mutual Funds | — | $536K | $500K | 4.6% | |
| Vanguard | Mutual Funds | — | $365K | $466K | 4.3% | |
| Wasatch | Other securities | — | $507K | $392K | 3.6% | |
| Wasatch | Other securities | — | $359K | $388K | 3.6% | |
| PIMCO | Mutual Funds | — | $353K | $349K | 3.2% | |
| Federated | Other securities | — | $72K | $72K | 0.7% |
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 |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | ACTUARY | $78K | — |
