Tammy Julian signed Centerline Technologies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Centerline Technologies, LLC's EIN is 83-0729948.
Download the official 2024 Form 5500 (PDF) for Centerline Technologies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Centerline Technologies, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), automatic enrollment, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | OTHER | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $338K | 26.5% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $212K | 16.6% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $190K | 14.9% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $99K | 7.8% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $92K | 7.2% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $87K | 6.8% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $75K | 5.9% | |
| Participant Loans | Participant loans | — | — | $55K | 4.3% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $45K | 3.5% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $37K | 2.9% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $23K | 1.8% | |
| Vanguard Federal MM Inv Fund | Mutual Funds | — | — | $20K | 1.6% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $10K | 0.7% | |
| Vanguard Stock Market ADM | Mutual Funds | — | — | $4K | 0.3% |
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 |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC | — | WHITE PLAINS, NY | CONTRACT ADMIN | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WATERLOO CAPITAL | — | AUSTIN, TX | OTHER | $2K | — |
