Ernesto Quintero signed Tapia Brothers' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tapia Brothers' EIN is 95-3965613.
Download the official 2024 Form 5500 (PDF) for Tapia Brothers from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tapia Brothers' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $1K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $75 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| SEPERATE ACCOUNT SCAI MASSMUTAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.8M | 56.3% | |
| Goldman Sachs Dynamic Bond R Pooled separate account 150 * MassMutual Fixed Account Group Annuity Contract | Pooled Separate Accounts | — | — | $2.1M | 42.3% | |
| American Funds 2025 TD Retire R2E Pooled separate account | Pooled Separate Accounts | — | — | $431K | 8.8% | |
| American Funds 2030 TD Retire R2E Pooled separate account | Pooled Separate Accounts | — | — | $395K | 8.0% | |
| American Funds 2045 TD Retire R2E Pooled separate account | Pooled Separate Accounts | — | — | $386K | 7.9% | |
| American Funds 2040 TD Retire R2E Pooled separate account | Pooled Separate Accounts | — | — | $331K | 6.7% | |
| American Funds 2035 TD Retire R2E Pooled separate account | Pooled Separate Accounts | — | — | $264K | 5.4% | |
| American Funds 2050 TD Retire R2E Pooled separate account | Pooled Separate Accounts | — | — | $262K | 5.3% | |
| MM S&P 500 Index R3 Pooled separate account | Pooled Separate Accounts | — | — | $243K | 4.9% | |
| American Funds 2055 TD Retire R2E Pooled separate account | Pooled Separate Accounts | — | — | $110K | 2.2% | |
| JP Morgan U.S. Equity R2 Pooled separate account | Pooled Separate Accounts | — | — | $98K | 2.0% | |
| participants' vested account balances, maturing on various dates through December 2029 | Other securities | — | — | $68K | 1.4% | |
| Invesco Real Estate R Pooled separate account | Pooled Separate Accounts | — | — | $65K | 1.3% | |
| American Funds 2020 TD Retire R2E Pooled separate account | Pooled Separate Accounts | — | — | $29K | 0.6% | |
| Alger Capital Appreciation Instl R Pooled separate account | Pooled Separate Accounts | — | — | $24K | 0.5% | |
| Pimco Real Return R Pooled separate account | Pooled Separate Accounts | — | — | $19K | 0.4% | |
| American Funds EuroPacific Growth R1 Pooled separate account | Pooled Separate Accounts | — | — | $18K | 0.4% | |
| Virtus Ceredex Large Cap Value Equity A Pooled separate account | Pooled Separate Accounts | — | — | $16K | 0.3% | |
| Goldman Sachs Small Cap Value R Pooled separate account | Pooled Separate Accounts | — | — | $13K | 0.3% | |
| Macquarie Emerging Markets R Pooled separate account | Pooled Separate Accounts | — | — | $10K | 0.2% | |
| MassMutual High Yield R3 Pooled separate account | Pooled Separate Accounts | — | — | $10K | 0.2% | |
| Hartford Balanced Income R3 Pooled separate account | Pooled Separate Accounts | — | — | $9K | 0.2% | |
| Invesco Small Cap Growth R Pooled separate account | Pooled Separate Accounts | — | — | $8K | 0.2% | |
| Victory Sycamore Small Company Opportunity R Pooled separate account | Pooled Separate Accounts | — | — | $6K | 0.1% | |
| MassMutual Total Return Bond R3 Pooled separate account | Pooled Separate Accounts | — | — | $5K | <0.1% | |
| Investo Global Strategic Income R Pooled separate account | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| BNYM Mellon NSL Aggregate Bond Index Fund UC1 Pooled separate account | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| American Funds American Balanced R2E Pooled separate account | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| American Funds Capital Income Builder R2E Pooled separate account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| Blackrock Total Return R Pooled separate account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| American Funds Fundamental Investors R2E Pooled separate account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| Pimco Income R Pooled separate account | Pooled Separate Accounts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| CATALINA CAPITAL GROUP LLC | — | TORRANCE, CA | INVESTMENT ADVISOR | $18K | — |
| COMMONWEALTH EQUITY SERVICES LLC | — | WALTHAM, MA | INVESTMENT ADVISOR | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DYATECH | 64-0936231 | RIDGELAND, MS | CONTRACT ADMIN | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMANUAL AVINA DBA AVINA FINANCIAL | — | WHITTIER, CT | OTHER | $673 | — |
