TARA Evans, for TAG Resources signed Carnegie Dartlet LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carnegie Dartlet LLC's EIN is 85-3168237.
Download the official 2024 Form 5500 (PDF) for Carnegie Dartlet LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carnegie Dartlet LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | — | PHOENIX, AZ | CUSTODIAN TRUSTEE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES, LLC | — | WACO, TX | RECORD KEEPER | $37K | — |
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.
| % of plan | |||
|---|---|---|---|
| AMERICAN CENTURY US MID CAP VALUE E SEI · EIN 27-0572972 / PN 010 | Common Collective Trust | $0 | — |
| STATE STREET S&P 500 INDEX CLASS II STATE STREET · EIN 04-0025081 / PN 078 | Common Collective Trust | $0 | — |
| CAPITAL GROUP 2025 TARGET DATE RETI AMERICAN FUNDS · EIN 95-6597294 / PN 525 | Common Collective Trust | $0 | — |
| CAPITAL GROUP 2030 TARGET DATE RETI AMERICAN FUNDS · EIN 95-6597294 / PN 530 | Common Collective Trust | $0 | — |
| CAPITAL GROUP 2035 TARGET DATE RETI AMERICAN FUNDS · EIN 95-6597294 / PN 535 | Common Collective Trust | $0 | — |
| CAPITAL GROUP 2040 TARGET DATE RETI AMERICAN FUNDS · EIN 95-6597294 / PN 540 | Common Collective Trust | $0 | — |
| CAPITAL GROUP 2045 TARGET DATE RETI AMERICAN FUNDS · EIN 95-6597294 / PN 545 | Common Collective Trust | $0 | — |
| CAPITAL GROUP 2020 TARGET DATE RETI AMERICAN FUNDS · EIN 95-6597294 / PN 520 | Common Collective Trust | $0 | — |
| CAPITAL GROUP 2055 TARGET DATE RETI AMERICAN FUNDS · EIN 95-6597294 / PN 555 | Common Collective Trust | $0 | — |
| CAPITAL GROUP 2060 TARGET DATE RETI AMERICAN FUNDS · EIN 95-6597294 / PN 560 | Common Collective Trust | $0 | — |
| CAPITAL GROUP 2065 TARGET DATE RETI AMERICAN FUNDS · EIN 95-6597294 / PN 565 | Common Collective Trust | $0 | — |
| COHEN & STEERS U.S. REALTY S SEI · EIN 47-1211722 / PN 003 | Common Collective Trust | $0 | — |
| DRIEHAUS EMERGING MARKETS GROWTH CL FIS · EIN 37-6553761 / PN 001 | Common Collective Trust | $0 | — |
| FIDELITY INSTITUTIONAL AM CORE PLUS GREAT GREY · EIN 38-7275325 / PN 001 | Common Collective Trust | $0 | — |
| MFS INTERNATIONAL GROWTH CLASS 4 MFS · EIN 57-1187281 / PN 001 | Common Collective Trust | $0 | — |
| PIMCO RAE US SMALL CIT CLASS S GREAT GRAY · EIN 88-2858456 / PN 001 | Common Collective Trust | $0 | — |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM · EIN 82-3639536 / PN 275 | Common Collective Trust | $0 | — |
| STATE STREET GLOBAL ALL CAP EX US I STATE STREET · EIN 04-0025081 / PN 444 | Common Collective Trust | $0 | — |
| STATE STREET RUSSELL SMALL/MID CAP STATE STREET · EIN 32-6528132 / PN 019 | Common Collective Trust | $0 | — |
| WILMINGTON MFS MID CAP GROWTH CLASS WILMINGTON TRUST · EIN 38-4126294 / PN 597 | Common Collective Trust | $0 | — |
| STATE STREET U.S. BOND INDEX CLASS STATE STREET · EIN 90-0337987 / PN 477 | Common Collective Trust | $0 | — |
| T.ROWE PRICE LARGE-CAP GROWTH CIT C GREAT GRAY · EIN 38-7289848 / PN 001 | Common Collective Trust | $0 | — |
| VOYA SMALL CAP GROWTH TRUST 22 VOYA · EIN 06-1440627 / PN 068 | Common Collective Trust | $0 | — |
| WELLINGTON-CIF II WRLD BOND SERIES WELLINGTON · EIN 04-6913417 / PN 135 | Common Collective Trust | $0 | — |
| CAPITAL GROUP 2050 TARGET DATE RETI AMERICAN FUNDS · EIN 95-6597294 / PN 550 | Common Collective Trust | $0 | — |
| ADMIN GROUP DBA TAG RESOURCES | 42-1484983 | — | RECORD KEEPER | $2K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | TRUSTEE | $12 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CCR WEALTH MANAGEMENT | — | WESTBOROUGH, MS | INVESTMENT ADVISOR | $40K | — |
| SAGEVIEW ADVISORY GROUP,LLC | 33-0818667 | — | INVESTMENT ADVISOR | $7K | — |
