Lauri Armstrong signed Talkiatry Management Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Talkiatry Management Services' EIN is 84-3129198.
Download the official 2024 Form 5500 (PDF) for Talkiatry Management Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Talkiatry Management Services' 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARY ST PARTNERS INVESTMENT ADVISOR | 26-0070474 | — | INVESTMENT/FINANCIAL ADVI | $38K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $7.3M | 21.8% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $5.8M | 17.2% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $4.4M | 13.1% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $2.6M | 7.8% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $2.2M | 6.5% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $1.5M | 4.5% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $1.2M | 3.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.1M | 3.1% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $897K | 2.7% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $748K | 2.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $702K | 2.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $596K | 1.8% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $571K | 1.7% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $567K | 1.7% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $531K | 1.6% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $468K | 1.4% | |
| VANGUARD CORE BOND FUND - ADM | Registered Investment Companies | — | — | $460K | 1.4% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $434K | 1.3% | |
| NUVEEN LC INDEX 2065 R6 | Registered Investment Companies | — | — | $338K | 1.0% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $337K | 1.0% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $219K | 0.7% | |
| MACQUARIE SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $215K | 0.6% | |
| STATE STREET EMG MKTS IDX NL C STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 236 | Common Collective Trust | — | — | $110K | 0.3% | |
| DFA INTL SUSTAIN CORE 1 INST | Registered Investment Companies | — | — | $66K | 0.2% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| NUVEEN LC INDEX 2010 R6 | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
