Cindy NEES signed Tarian Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tarian Group, LLC's EIN is 84-1098613.
Download the official 2024 Form 5500 (PDF) for Tarian Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tarian 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| INTELLICENTS INVESTMENT SOLUTIONS | 41-1812533 | — | INVESTMENT ADVISORY | $0 | — |
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2050 K Fund | Other securities | — | — | $1.5M | 17.7% | |
| BlackRock LifePath Index 2040 K Fund | Other securities | — | — | $1.3M | 15.0% | |
| BlackRock LifePath Index 2030 K Fund | Other securities | — | — | $1.2M | 13.4% | |
| Vanguard Growth Index Admiral Fund | Mutual Funds | — | — | $924K | 10.6% | |
| BlackRock LifePath Index 2060 K Fund | Other securities | — | — | $678K | 7.8% | |
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $623K | 7.2% | |
| BlackRock LifePath Index Retirement K Fund | Other securities | — | — | $621K | 7.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $266K | 3.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $246K | 2.8% | |
| Vanguard Mid Cap Index Admiral Fund | Mutual Funds | — | — | $235K | 2.7% | |
| Participants Participant Loans Rates from 8.75% to 9.50% - | Bonds / Notes | — | — | $155K | 1.8% | |
| Principal Global Investors Diversified International Separate Account-Z | Pooled Separate Accounts | — | — | $152K | 1.8% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $152K | 1.8% | |
| Vanguard Value Index Admiral Fund | Mutual Funds | — | — | $126K | 1.4% | |
| BlackRock LifePath Index 2055 K Fund | Other securities | — | — | $114K | 1.3% | |
| Vanguard Small Cap Growth Index Admiral Fund | Mutual Funds | — | — | $106K | 1.2% | |
| Vanguard Small Cap Value Index Admiral Fund | Mutual Funds | — | — | $98K | 1.1% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $66K | 0.8% | |
| BlackRock LifePath Index 2045 K Fund | Other securities | — | — | $60K | 0.7% | |
| Vanguard Intermediate-Term Bond Index Admiral Fund | Mutual Funds | — | — | $58K | 0.7% | |
| BlackRock LifePath Index 2065 K Fund | Other securities | — | — | $56K | 0.6% | |
| BlackRock LifePath Index 2035 K Fund | Other securities | — | — | $56K | 0.6% | |
| MFS Research International R6 Fund | Mutual Funds | — | — | $26K | 0.3% | |
| Baird Aggregate Bond Institutional Fund | Other securities | — | — | $5K | <0.1% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2K | <0.1% | |
| INTELLICENTS AGGRESSIVE CIF ALTA TRUST COMPANY · EIN 87-0860881 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| LARGE CAP GRWTH FUND IV CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $467 | <0.1% | |
| INTELLICENTS CONSERVATIVE CIF ALTA TRUST COMPANY · EIN 86-3974282 / PN 001 | Common Collective Trust | — | — | $294 | <0.1% | |
| INTELLICENTS MOD AGGR CIF ALTA TRUST COMPANY · EIN 86-3914399 / PN 001 | Common Collective Trust | — | — | $248 | <0.1% | |
| INTELLICENTS PRESERVATION CIF ALTA TRUST COMPANY · EIN 86-3712906 / PN 001 | Common Collective Trust | — | — | $39 | <0.1% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $0 | <0.1% |
