Taylor, Wellons, Politz & DUHE LLC's EIN is 87-3829912.
Download the official 2024 Form 5500 (PDF) for Taylor, Wellons, Politz & DUHE LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Taylor, Wellons, Politz & DUHE 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 |
|---|---|---|---|---|---|
| ADVISOR RESOURCE COUNCIL | 45-5279132 | — | CONTRACT | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IFP ADVISORS, LLC | 59-3331424 | — | CONTRACT ADMIN | $13K | — |
| SENTINEL PENSION LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $24.1M | 97.2% | |
| JH STABLE VALUE GUARANTEED INC JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $1.1M | 4.6% |
| — |
| BATON ROUGE, LA |
| TPA |
| $11K |
| — |
| SECOND LINE CAPITAL LLC | 92-3387385 | — | CONTRACT ADMIN | $7K | — |
