Charles Boring signed Takkion OPS Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Takkion OPS Management LLC's EIN is 86-3311896.
Download the official 2024 Form 5500 (PDF) for Takkion OPS Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Takkion OPS Management 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 | $39K | — |
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | CONTRACT ADMINISTRATOR | $24K | — |
| 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| RETPILOT AMERI FDS 2055 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304147 / PN 001 | Common Collective Trust | — | — | $3.7M | 14.3% | |
| RETPILOT AMERI FDS 2060 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304148 / PN 001 | Common Collective Trust | — | — | $3.4M | 13.1% | |
| RETPILOT AMERI FDS 2050 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304146 / PN 001 | Common Collective Trust | — | — | $3.4M | 12.9% | |
| RETPILOT AMERI FDS 2045 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304145 / PN 001 | Common Collective Trust | — | — | $2.8M | 10.9% | |
| RETPILOT AMERI FDS 2030 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304142 / PN 001 | Common Collective Trust | — | — | $2.7M | 10.5% | |
| RETPILOT AMERI FDS 2065 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304149 / PN 001 | Common Collective Trust | — | — | $2.5M | 9.5% | |
| RETPILOT AMERI FDS 2040 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304144 / PN 001 | Common Collective Trust | — | — | $1.8M | 6.9% | |
| RETPILOT AMERI FDS 2035 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304143 / PN 001 | Common Collective Trust | — | — | $1.6M | 6.1% | |
| JP MORGAN LARGE CAP GR R6 FD | Registered Investment Companies | — | — | $1.1M | 4.1% | |
| GS INTL SC INSIGHTS R6 FD | Registered Investment Companies | — | — | $753K | 2.9% | |
| Participant Loans | Participant loans | — | — | $619K | 2.4% | |
| RETPILOT AMERI FDS 2025 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304141 / PN 001 | Common Collective Trust | — | — | $461K | 1.8% | |
| FIDELITY SM CAP INDEX FUND | Registered Investment Companies | — | — | $158K | 0.6% | |
| RETPILOT AMERI FDS 2020 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304140 / PN 001 | Common Collective Trust | — | — | $155K | 0.6% | |
| FIDELITY 500 INDEX FUND | Registered Investment Companies | — | — | $124K | 0.5% | |
| FIDELITY INTERNATIONAL IDX FD | Registered Investment Companies | — | — | $122K | 0.5% | |
| Insurance Company General PRINCIPAL GUARANTEED OPTION | Common Stocks | — | — | $110K | 0.4% | |
| FIDELITY MID CP INDEX FUND | Registered Investment Companies | — | — | $103K | 0.4% | |
| CARILLON EAGLE MIDCAGWTH R6 FD | Registered Investment Companies | — | — | $96K | 0.4% | |
| AMERICAN FUNDS NEWWORLD R6 | Registered Investment Companies | — | — | $59K | 0.2% | |
| DODGE & COX STOCK X FUND | Registered Investment Companies | — | — | $56K | 0.2% | |
| AM FDS EUROPACIFIC GRTH R6 FD | Registered Investment Companies | — | — | $52K | 0.2% | |
| RETPILOT AMERI FDS 2010 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304138 / PN 001 | Common Collective Trust | — | — | $48K | 0.2% | |
| NEUB BERMAN REAL ESTATE R6 FD | Registered Investment Companies | — | — | $39K | 0.1% | |
| JANUSHENDERSON TRITON N | Registered Investment Companies | — | — | $38K | 0.1% | |
| MFS MID CAP VALUE R6 FUND | Registered Investment Companies | — | — | $35K | 0.1% | |
| AMER BEACON SM CP VAL R6 FD | Registered Investment Companies | — | — | $26K | <0.1% | |
| RETPILOT AMERI FDS 2015 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304139 / PN 001 | Common Collective Trust | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
