William Lyons signed Triumvirate Environmental, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Triumvirate Environmental, Inc.'s EIN is 04-3017601.
Download the official 2024 Form 5500 (PDF) for Triumvirate Environmental, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Triumvirate Environmental, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $115K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANG TARGET RET 2055 Mutual Funds | Other securities | — | — | $6.0M | 10.4% | |
| VANG TARGET RET 2060 Mutual Funds | Other securities | — | — | $5.9M | 10.2% | |
| JPM US EQUITY R6 Mutual Funds | Other securities | — | — | $4.6M | 7.9% | |
| VANG TARGET RET 2050 Mutual Funds | Other securities | — | — | $4.3M | 7.5% | |
| VANG 500 INDEX ADM Mutual Funds | Common Collective Trusts | — | — | $4.2M | 7.2% | |
| JPM LG CAP GROWTH R6 Mutual Funds | Other securities | — | — | $4.0M | 7.0% | |
| VANG TARGET RET 2035 Mutual Funds | Other securities | — | — | $2.4M | 4.2% | |
| VANG TARGET RET 2045 Mutual Funds | Other securities | — | — | $2.2M | 3.8% | |
| VANG TARGET RET 2040 Mutual Funds | Other securities | — | — | $2.2M | 3.7% | |
| VANG TARGET RET 2025 Mutual Funds | Other securities | — | — | $2.0M | 3.6% | |
| VANG TARGET RET 2030 Mutual Funds | Other securities | — | — | $1.9M | 3.4% | |
| JPM MID CAP GRTH R6 Mutual Funds | Other securities | — | — | $1.9M | 3.3% | |
| VANG TARGET RET 2065 Mutual Funds | Other securities | — | — | $1.8M | 3.1% | |
| FID EXTD MKT IDX Mutual Funds | Common Collective Trusts | — | — | $1.8M | 3.1% | |
| VANG DEV MKT IDX ADM Mutual Funds | Common Collective Trusts | — | — | $1.5M | 2.7% | |
| VANG VMMR-FED MMKT Money Market Fund | Cash / Money Market | — | — | $1.5M | 2.6% | |
| FID SM CAP IDX Mutual Funds | Common Collective Trusts | — | — | $1.4M | 2.4% | |
| VANG GROWTH IDX ADM Mutual Funds | Common Collective Trusts | — | — | $1.3M | 2.3% | |
| DFA US VECTOR EQ I Mutual Funds | Mutual Funds | — | — | $1.0M | 1.7% | |
| Notes Receivable from Participants Interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $896K | 1.6% | |
| VANG VALUE IDX ADM Mutual Funds | Common Collective Trusts | — | — | $694K | 1.2% | |
| AF BALANCED R6 Mutual Funds | Other securities | — | — | $590K | 1.0% | |
| VANG EXPLORER ADM Mutual Funds | Other securities | — | — | $525K | 0.9% | |
| VOYA INTERM BOND R6 Mutual Funds | Other securities | — | — | $485K | 0.8% | |
| VANG TARGET RET INC Mutual Funds | Common Stocks | — | — | $429K | 0.7% | |
| VANG TARGET RET 2020 Mutual Funds | Other securities | — | — | $416K | 0.7% | |
| AF NEW PERSPECT R6 Mutual Funds | Other securities | — | — | $369K | 0.6% | |
| VAN REAL EST IDX ADM Mutual Funds | Common Collective Trusts | — | — | $249K | 0.4% | |
| DFA EMRG MKT CORE EQ Mutual Funds | Mutual Funds | — | — | $246K | 0.4% | |
| DFA US TARGET VAL I Mutual Funds | Mutual Funds | — | — | $220K | 0.4% | |
| DFA INF PRT SEC PORT Mutual Funds | Mutual Funds | — | — | $139K | 0.2% | |
| INVS INTL BOND R6 Mutual Funds | Other securities | — | — | $119K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
