Latara Enterprise, Inc. DBA Foundation Laboratory's EIN is 95-4467199.
Download the official 2024 Form 5500 (PDF) for Latara Enterprise, Inc. DBA Foundation Laboratory from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Latara Enterprise, Inc. DBA Foundation Laboratory'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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $38K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | TPA | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELITE RETIREMENT ADMINISTRATION |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $1.3M | 18.4% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | — | $893K | 12.8% | |
| State Steet Prtn Series with TA Mod Gr RetOpt Pooled Separate Account | Pooled Separate Accounts | — | — | $833K | 12.0% | |
| STATE STREET PTNR W/ TRS MD GR RT O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 504 | Pooled Separate Account | — | — | $833K | 12.0% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $641K | 9.2% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | — | $373K | 5.4% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $315K | 4.5% | |
| STATE STREET RUSSELL LRG CAP GR IND TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 122 | Pooled Separate Account | — | — | $248K | 3.6% | |
| JANUS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 231 | Pooled Separate Account | — | — | $240K | 3.5% | |
| BLACKROCK GLOBAL ALLOCATION RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 281 | Pooled Separate Account | — | — | $202K | 2.9% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | — | — | $188K | 2.7% | |
| MORGAN STANLEY GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 166 | Pooled Separate Account | — | — | $142K | 2.0% | |
| VANGUARD TOTAL STOCK MARKET INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $138K | 2.0% | |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 232 | Pooled Separate Account | — | — | $118K | 1.7% | |
| Participant Loans Interest rates at (8.25% ~ 10.50%) $0 | Bonds / Notes | — | — | $115K | 1.7% | |
| STATE STEET PRTN SERIES WITH TA AGG TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 502 | Pooled Separate Account | — | — | $89K | 1.3% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612 | Pooled Separate Account | — | — | $88K | 1.3% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | — | $87K | 1.2% | |
| TRANSAMERICA INTL GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 116 | Pooled Separate Account | — | — | $87K | 1.2% | |
| Fully Benefit-Responsive Investment Contract * Transamerica Stable Value Advantage Ret Opt Fully Benefit-Responsive Investment Contract ** $ | Stable Value | — | — | $66K | 0.9% | |
| AMERICAN CENTURY MID CAP VALUE RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 280 | Pooled Separate Account | — | — | $65K | 0.9% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | — | $59K | 0.8% | |
| TRANSAMERICA SMALL/MID CAP VALUE RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 093 | Pooled Separate Account | — | — | $50K | 0.7% | |
| FRANKLIN UTILITIES RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 267 | Pooled Separate Account | — | — | $50K | 0.7% | |
| AMERICAN FUNDS WASHINGTON MUTUAL IN TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 235 | Pooled Separate Account | — | — | $49K | 0.7% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $47K | 0.7% | |
| VANGUARD SMALL-CAP VALUE INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 108 | Pooled Separate Account | — | — | $36K | 0.5% | |
| TRANSAMERICA SHORT-TERM BOND RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 027 | Pooled Separate Account | — | — | $35K | 0.5% | |
| TEMPLETON GLOBAL BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 313 | Pooled Separate Account | — | — | $35K | 0.5% | |
| WMC CORE EQUITY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 168 | Pooled Separate Account | — | — | $34K | 0.5% | |
| MORGAN STANLEY GROWTH OPPORTUNITIES TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 167 | Pooled Separate Account | — | — | $30K | 0.4% | |
| GOLDMAN SACHS MID-CAP OPPORTUNITIES TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 147 | Pooled Separate Account | — | — | $26K | 0.4% | |
| JPMORGAN SHORT DURATION BOND RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 296 | Pooled Separate Account | — | — | $24K | 0.3% | |
| VIRTUS CEREDEX MID-CAP VAL EQTY RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 302 | Pooled Separate Account | — | — | $23K | 0.3% | |
| INVESCO GLOBAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 216 | Pooled Separate Account | — | — | $22K | 0.3% | |
| STATE STREET U.S. BOND INDEX RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 037 | Pooled Separate Account | — | — | $22K | 0.3% | |
| COLUMBIA U.S. TREASURY INDEX RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 308 | Pooled Separate Account | — | — | $21K | 0.3% | |
| TRANSAMERICA PARTNERS HIGH YIELD BO TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 434 | Pooled Separate Account | — | — | $20K | 0.3% | |
| BLACKROCK HEALTH SCIENCES OPS RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 365 | Pooled Separate Account | — | — | $19K | 0.3% | |
| BLACKROCK EQUITY DIVIDEND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 240 | Pooled Separate Account | — | — | $18K | 0.3% | |
| INVESCO INTERNATIONAL GROWTH RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 195 | Pooled Separate Account | — | — | $15K | 0.2% | |
| AEGON US CORE PLUS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 312 | Pooled Separate Account | — | — | $14K | 0.2% | |
| STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $10K | 0.1% | |
| AEGON US HIGH YIELD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 293 | Pooled Separate Account | — | — | $10K | 0.1% | |
| TRANSAMERICA LARGE CAP GROWTH RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 132 | Pooled Separate Account | — | — | $7K | 0.1% | |
| TOCQUEVILLE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 285 | Pooled Separate Account | — | — | $7K | 0.1% | |
| AMER FUNDS EUROPACIFIC GROWTH RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 068 | Pooled Separate Account | — | — | $6K | <0.1% | |
| VANGUARD SMALL-CAP GROWTH INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 106 | Pooled Separate Account | — | — | $6K | <0.1% | |
| VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $5K | <0.1% | |
| INVESCO MAIN STREET MID CAP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 245 | Pooled Separate Account | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 99-0493155 |
| THOUSAND OAKS, CA |
| TPA |
| $28K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEE CPA AUDIT GROUP | 81-4637885 | — | AUDIT | $9K | — |
