Danielle Gould signed Applied Talent Resources LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Applied Talent Resources LLC's EIN is 87-3396373.
Download the official 2024 Form 5500 (PDF) for Applied Talent Resources LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Applied Talent Resources LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 Mutual Fund n/a | Mutual Funds | — | — | $307K | 19.2% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 Mutual Fund n/a | Mutual Funds | — | — | $193K | 12.1% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 Mutual Fund n/a | Mutual Funds | — | — | $185K | 11.6% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 Mutual Fund n/a | Mutual Funds | — | — | $179K | 11.2% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 Mutual Fund n/a | Mutual Funds | — | — | $133K | 8.3% | |
| FIDELITY 500 INDEX Mutual Fund n/a | Common Collective Trusts | — | — | $124K | 7.7% | |
| AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 Mutual Fund n/a | Mutual Funds | — | — | $116K | 7.3% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 Mutual Fund n/a | Mutual Funds | — | — | $111K | 7.0% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 Mutual Fund n/a | Mutual Funds | — | — | $105K | 6.6% | |
| AMERICAN FUNDS 2010 TRGT DATE RETIRE R6 Mutual Fund n/a 210 * AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 Mutual Fund n/a | Mutual Funds | — | — | $55K | 3.5% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 Mutual Fund n/a | Mutual Funds | — | — | $36K | 2.2% | |
| JANUS HENDERSON GROWTH AND INCOME N Mutual Fund n/a | Mutual Funds | — | — | $11K | 0.7% | |
| Notes Receivable from Participants Maturity dates through 2029 at interest - | Other securities | — | — | $8K | 0.5% | |
| FIDELITY SMALL CAP INDEX Mutual Fund n/a | Mutual Funds | — | — | $7K | 0.4% | |
| ALL SPRING SPECIAL MID CAP VALUE R6 Mutual Fund n/a | Other securities | — | — | $5K | 0.3% | |
| ISHARES U.S. AGGREGATE BOND INDEX K Mutual Fund n/a | Other securities | — | — | $5K | 0.3% | |
| FIDELITY ADVISOR SMALL CAP Z Mutual Fund n/a | Mutual Funds | — | — | $5K | 0.3% | |
| ISHARES MSCI EAFE INTERNATIONAL INDEX K Mutual Fund n/a | Other securities | — | — | $4K | 0.3% | |
| DREYFUS GOVERNMENT CASH MGMT INSTL Mutual Fund n/a 644 * EI FIXED ACCOUNT - SERIES CLASS I Annuity Contract n/a | Mutual Funds | — | — | $4K | 0.2% | |
| JPMORGAN EMERGING MARKETS EQUITY R6 Mutual Fund n/a | Other securities | — | — | $2K | 0.1% | |
| FIDELITY MID CAP INDEX Mutual Fund n/a | Mutual Funds | — | — | $2K | 0.1% | |
| BLACKROCK TOTAL RETURN K Mutual Fund n/a | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
