Ben Shilling signed Tanana Chiefs Conference's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tanana Chiefs Conference's EIN is 92-0040308.
Download the official 2024 Form 5500 (PDF) for Tanana Chiefs Conference from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tanana Chiefs Conference's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $95K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| RAYMOND JAMES FINANCIAL SERVICES |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds | Mutual Funds | — | — | $3.5M | 13.8% | |
| Hartford | Other securities | — | — | $2.7M | 10.5% | |
| American Funds | Mutual Funds | — | — | $2.6M | 10.3% | |
| American Funds | Mutual Funds | — | — | $2.4M | 9.4% | |
| American Funds | Mutual Funds | — | — | $2.0M | 7.7% | |
| American Funds | Mutual Funds | — | — | $2.0M | 7.7% | |
| American Funds | Mutual Funds | — | — | $1.9M | 7.4% | |
| American Funds | Mutual Funds | — | — | $1.6M | 6.4% | |
| Transamerica Life Ins Co | Common Stocks | — | — | $898K | 3.5% | |
| T. Rowe Price | Other securities | — | — | $759K | 3.0% | |
| Vanguard | Mutual Funds | — | — | $650K | 2.5% | |
| T. Rowe Price | Other securities | — | — | $628K | 2.5% | |
| Vanguard | Mutual Funds | — | — | $626K | 2.4% | |
| American Funds | Mutual Funds | — | — | $623K | 2.4% | |
| Vanguard | Mutual Funds | — | — | $535K | 2.1% | |
| American Funds | Mutual Funds | — | — | $401K | 1.6% | |
| MFS | Mutual Funds | — | — | $382K | 1.5% | |
| Fidelity | Mutual Funds | — | — | $370K | 1.4% | |
| Participants | Other securities | — | — | $319K | 1.2% | |
| Allspring | Other securities | — | — | $117K | 0.5% | |
| MFS | Mutual Funds | — | — | $116K | 0.5% | |
| Allspring | Other securities | — | — | $108K | 0.4% | |
| Blackrock | Other securities | — | — | $106K | 0.4% | |
| Metropolitan West | Other securities | — | — | $104K | 0.4% | |
| American Funds | Mutual Funds | — | — | $43K | 0.2% | |
| American Funds | Mutual Funds | — | — | $32K | 0.1% | |
| State Street | Other securities | — | — | $23K | <0.1% | |
| American Funds | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ST. PETERSBURG, FL |
| BROKER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALTMAN, ROGERS & CO | 92-0143182 | — | AUDITOR | $12K | — |
