RUTH Simpson signed Triumph Financial, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Triumph Financial, Inc.'s EIN is 20-0477066.
Download the official 2024 Form 5500 (PDF) for Triumph Financial, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Triumph Financial, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, a self-directed brokerage window.
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 | $95K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANG TARGET RET 2040 | Other securities | — | $11.2M | $12.9M | 12.7% | |
| VANG TARGET RET 2045 | Other securities | — | $10.8M | $12.6M | 12.5% | |
| VANGUARD INST INDEX | Mutual Funds | — | $9.1M | $10.7M | 10.6% | |
| VANG TARGET RET 2030 | Other securities | — | $8.4M | $9.4M | 9.3% | |
| VANG TARGET RET 2050 | Other securities | — | $8.0M | $9.3M | 9.2% | |
| VANG TARGET RET 2035 | Other securities | — | $7.5M | $8.4M | 8.3% | |
| VANG TARGET RET 2055 | Other securities | — | $6.9M | $8.0M | 7.9% | |
| VANG TARGET RET 2025 | Other securities | — | $4.8M | $5.0M | 4.9% | |
| AB LG CAP GRTH Z | Other securities | — | $3.7M | $4.2M | 4.2% | |
| VANG TARGET RET 2060 | Other securities | — | $3.3M | $3.7M | 3.7% | |
| VANG TARGET RET 2020 | Other securities | — | $3.1M | $3.1M | 3.0% | |
| VANG MIDCAP IDX ADM | Common Collective Trusts | — | $1.8M | $2.1M | 2.1% | |
| ABF LG CAP VALUE R6 | Other securities | — | $1.7M | $1.7M | 1.7% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $1.2M | 1.2% | |
| DODGE & COX INCOME X | Mutual Funds | — | $1.0M | $1.0M | 1.0% | |
| VANG SM CAP IDX ADM | Common Collective Trusts | — | $939K | $1.0M | 1.0% | |
| VANG TARGET RET INC | Common Stocks | — | $992K | $1.0M | 1.0% | |
| AF EUROPAC GROWTH R6 | Other securities | — | $980K | $960K | 1.0% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | $871K | $915K | 0.9% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $821K | $821K | 0.8% | |
| VANG TARGET RET 2065 | Other securities | — | $693K | $775K | 0.8% | |
| FIDELITY FUND | Mutual Funds | — | $471K | $499K | 0.5% | |
| COMMON STOCK | Common Stocks | — | $229K | $459K | 0.5% | |
| VANG TOT INTL STK AD | Other securities | — | $384K | $376K | 0.4% | |
| VANG TOT BD MKT ADM | Other securities | — | $232K | $231K | 0.2% | |
| VANG TARGET RET 2070 | Other securities | — | $182K | $199K | 0.2% | |
| INVS DISCOVERY R6 | Other securities | — | $142K | $143K | 0.1% | |
| CASH | Cash / Money Market | — | $69K | $69K | <0.1% | |
| FID GOVT MMKT K6 | Mutual Funds | — | $19K | $19K | <0.1% | |
| PIMCO INCOME INST | Mutual Funds | — | $18K | $18K | <0.1% | |
| BLKRK MD CP GR EQ K | Other securities | — | $5K | $5K | <0.1% | |
| JH DSCPL VAL MDCP R6 | Other securities | — | $5K | $4K | <0.1% | |
| FKLN SM CAP VALUE R6 | Other securities | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
