LON Miyaguchi signed The Art Source, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Art Source, Inc.'s EIN is 99-0280665.
Download the official 2024 Form 5500 (PDF) for The Art Source, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Art Source, Inc.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KKDLY LLC | 99-0092355 | — | AUDIT | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AEGON BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 119 | Pooled Separate Account | — | — | $2.0M | 42.3% | |
| TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $441K | 9.4% | |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | — | $333K | 7.1% | |
| TA Blackrock Lifegoal Retirement | Other securities | — | — | $193K | 4.1% | |
| TRANSAMERICA LG D BLACKROCK OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | — | $193K | 4.1% | |
| American Funds Fundamental Investors | Mutual Funds | — | — | $153K | 3.3% | |
| AMERICAN FDS FDAMENTAL INVS INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 009 | Pooled Separate Account | — | — | $153K | 3.3% | |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $143K | 3.1% | |
| Invesco Global Retirement | Mutual Funds | — | — | $132K | 2.8% | |
| INVESCO GLBL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 216 | Pooled Separate Account | — | — | $132K | 2.8% | |
| Transamerica Stable Value Option | Stable Value | — | — | $129K | 2.8% | |
| Transamerica Mid Cap Value Opportunities | Other securities | — | — | $108K | 2.3% | |
| TRANSAMERICA PTNR MD VAL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 427 | Pooled Separate Account | — | — | $108K | 2.3% | |
| FIDELITY ADV SMALL CAP INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 445 | Pooled Separate Account | — | — | $97K | 2.1% | |
| TRANSAMERICA PTNR STOCK IDX RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $88K | 1.9% | |
| Notes receivable from participants | Other securities | — | — | $87K | 1.9% | |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $80K | 1.7% | |
| TRANSAMERICA PTNR HIGH YIELD BD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 434 | Pooled Separate Account | — | — | $74K | 1.6% | |
| NEUBERGER BERMAN LG CAP VAL INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 044 | Pooled Separate Account | — | — | $72K | 1.5% | |
| JANUS FORTY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 199 | Pooled Separate Account | — | — | $71K | 1.5% | |
| STATE STREET RUSSELL SM CP VAL IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 046 | Pooled Separate Account | — | — | $70K | 1.5% | |
| American Funds Growth Fund of America | Mutual Funds | — | — | $57K | 1.2% | |
| AMER FDS GR FD OF AMERICA INV TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 015 | Pooled Separate Account | — | — | $57K | 1.2% | |
| TRANS ASSET ALLOC-MD PRTF RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 053 | Pooled Separate Account | — | — | $53K | 1.1% | |
| AMERICAN CENTURY HERITAGE INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 040 | Pooled Separate Account | — | — | $51K | 1.1% | |
| NUVEEN REAL ESTATE SEC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 075 | Pooled Separate Account | — | — | $46K | 1.0% | |
| Transamerica Asset Alloc - Growth | Other securities | — | — | $45K | 1.0% | |
| TRANSAMER ASST ALLC-GR PRTF RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 055 | Pooled Separate Account | — | — | $45K | 1.0% | |
| TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $40K | 0.8% | |
| LOOMIS SAYLES BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 150 | Pooled Separate Account | — | — | $37K | 0.8% | |
| TRANSAMERICA PTNR CORE BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 435 | Pooled Separate Account | — | — | $35K | 0.8% | |
| BLACKROCK EQ DIVIDEND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 240 | Pooled Separate Account | — | — | $24K | 0.5% | |
| AMERICAN FDS EUROPACIFIC GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 068 | Pooled Separate Account | — | — | $22K | 0.5% | |
| STATE STREET RUSSELL SM CP IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $12K | 0.3% | |
| Transamerica Asset Alloc - Moderate Growth | Other securities | — | — | $8K | 0.2% | |
| TRANS ASST ALLC-MOD GR PRTF RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 054 | Pooled Separate Account | — | — | $8K | 0.2% | |
| TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | — | $7K | 0.2% | |
| DWS FLOATING RATE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 513 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Templeton Global Bond | Mutual Funds | — | — | $2K | <0.1% | |
| TEMPLETON GLBL BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 313 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Transamerica Asset Alloc - Conservative | Other securities | — | — | $448 | <0.1% | |
| TRANS ASST ALLC-CNSV PRTF RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 052 | Pooled Separate Account | — | — | $448 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
