Amanda Murray signed Elemental Management Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Elemental Management Group, LLC's EIN is 82-3203908.
Download the official 2024 Form 5500 (PDF) for Elemental Management Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Elemental Management Group, LLC'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 |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITIES AMERICA ADVISORS INC | 47-0648506 | — | INVESTMENT ADVISORY | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TA BLACKROCK LP INDEX 2030 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 836 | Pooled Separate Account | — | — | $580K | 16.7% | |
| TA BLACKROCK LP INDEX 2035 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 837 | Pooled Separate Account | — | — | $532K | 15.3% | |
| TA BLACKROCK LP INDEX 2025 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 835 | Pooled Separate Account | — | — | $530K | 15.2% | |
| TA BLACKROCK LP INDEX 2045 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 839 | Pooled Separate Account | — | — | $529K | 15.2% | |
| TA BLACKROCK LP INDEX 2040 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 838 | Pooled Separate Account | — | — | $329K | 9.5% | |
| TA BLACKROCK LP INDEX 2055 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 841 | Pooled Separate Account | — | — | $275K | 7.9% | |
| Transamerica* Transamerica LifeGoal Retirement with Blackrock Retirement Account | Other securities | — | — | $203K | 5.8% | |
| TA BLACKROCK LP IDX RTMENT RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 833 | Pooled Separate Account | — | — | $203K | 5.8% | |
| TA BLACKROCK LP INDEX 2060 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 842 | Pooled Separate Account | — | — | $106K | 3.0% | |
| TA BLACKROCK LP INDEX 2050 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 840 | Pooled Separate Account | — | — | $88K | 2.5% | |
| Elemental Management Group, LLC 401(k) Plan* Interest rates ranging from 3.25% to 9.50% | Master Trust Interest | — | — | $55K | 1.6% | |
| DFA INF-PROTECTED SEC PRTF RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 526 | Pooled Separate Account | — | — | $52K | 1.5% | |
| AMERICAN FDS WASHINGTON MUTUAL INVS TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 231 | Pooled Separate Account | — | — | $47K | 1.4% | |
| TRANSAMERICA PTNR STOCK IDX RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $43K | 1.2% | |
| STATE STREET INTL INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $35K | 1.0% | |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $13K | 0.4% | |
| STATE STREET RUSSELL SM CP GR IDX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 172 | Pooled Separate Account | — | — | $12K | 0.3% | |
| DFA U.S. SMALL CAP PRTF RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 722 | Pooled Separate Account | — | — | $12K | 0.3% | |
| STATE STREET EMERG MKT IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 169 | Pooled Separate Account | — | — | $11K | 0.3% | |
| STATE STREET S&P MD CP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $11K | 0.3% | |
| STATE STREET RUSSELL SM CP IDX RT A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $7K | 0.2% | |
| Transamerica* Transamerica Stable Value Core Account | Stable Value | — | — | $6K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| OSAIC WEALTH, INC. |
| 93-0987232 |
| — |
| INVESTMENT ADVISOR |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTAC ACTUARIAL SERVICES | 22-2446239 | — | TPA | $1K | — |
