Rachel Brownfield signed Triple Crown Consulting, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Triple Crown Consulting, LLC's EIN is 20-1368158.
Download the official 2024 Form 5500 (PDF) for Triple Crown Consulting, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Triple Crown Consulting, LLC'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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RICHARD P. SLAUGHTER & ASSOCIATES | 74-2589344 | — | NONE | $22K | — |
| CHARLES SCHWAB & CO., INC. |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $2.9M | 26.2% | |
| FLEXPATH INDEX MODERATE 2055 FUND GREAT GRAY TRUST CO. · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $2.6M | 23.8% | |
| FLEXPATH INDEX MODERATE 2035 FUND GREAT GRAY TRUST CO. · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $1.2M | 11.4% | |
| FLEXPATH INDEX MODERATE RETIREMENT GREAT GRAY TRUST CO. · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $926K | 8.5% | |
| FLEXPATH INDEX MODERATE 2045 FUND GREAT GRAY TRUST CO. · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $765K | 7.0% | |
| Vanguard Mid Cap Index Admiral Fund | Mutual Funds | — | — | $746K | 6.8% | |
| Lesser of Similar Party of Interest, Collateral, Par of Maturity Value Cost Current Value Money Market Deposit Account * Schwab Bank Savings | Mutual Funds | — | — | $362K | 3.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $327K | 3.0% | |
| Vanguard Developed Markets Index Admiral Fund | Mutual Funds | — | — | $212K | 1.9% | |
| JP Morgan Investor Growth R6 | Other securities | — | — | $203K | 1.9% | |
| Fidelity Balanced K6 | Mutual Funds | — | — | $156K | 1.4% | |
| DUFF & PHELPS U.S. REIT CIT DUFF & PHELPS INVESTMENT MANAGEMENT CO. · EIN 81-3521990 / PN 002 | Common Collective Trust | — | — | $95K | 0.9% | |
| JP Morgan Emerging Markets Equity R6 Fund | Other securities | — | — | $93K | 0.8% | |
| MFS International Equity R6 ** 59 Pimco Short-Term Fund Instl | Mutual Funds | — | — | $69K | 0.6% | |
| FLEXPATH INDEX MODERATE 2065 FUND GREAT GRAY TRUST CO. · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $60K | 0.6% | |
| Notes receivable from * participants Interest rates of 8.5% to 9.5% | Bonds / Notes | — | — | $38K | 0.3% | |
| Artisan High Income Institutional Fund | Mutual Funds | — | — | $33K | 0.3% | |
| FLEXPATH INDEX AGGRESSIVE 2055 FUND GREAT GRAY TRUST CO. · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $31K | 0.3% | |
| Fidelity Advisor Asset Manager 20% Z | Mutual Funds | — | — | $31K | 0.3% | |
| FLEXPATH INDEX CONSERVATIVE 2045 GREAT GRAY TRUST CO. · EIN 42-2529162 / PN 221 | Common Collective Trust | — | — | $24K | 0.2% | |
| FLEXPATH INDEX AGGRESSIVE 2045 FUND GREAT GRAY TRUST CO. · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $23K | 0.2% | |
| FLEXPATH INDEX AGGRESSIVE 2035 FUND GREAT GRAY TRUST CO. · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $11K | <0.1% | |
| Carillion Reams Core Bond Fund Class I | Other securities | — | — | $7K | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2055 GREAT GRAY TRUST CO. · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $4K | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2065 FUND GREAT GRAY TRUST CO. · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $4K | <0.1% | |
| PIMCO International Bond US Dollar Hedge Institutional Fund | Mutual Funds | — | — | $3K | <0.1% | |
| FFLEXPATH INDEX CONSERVATIVE 2065 GREAT GRAY TRUST CO. · EIN 38-7271380 / PN 761 | Common Collective Trust | — | — | $3K | <0.1% | |
| FLEXPATH INDEX AGG RETIREMENT FUND GREAT GRAY TRUST CO. · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2035 GREAT GRAY TRUST CO. · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH INDEX CONSERV RETIREMENT GREAT GRAY TRUST CO. · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $734 | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 FUND GREAT GRAY TRUST CO. · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2025 FUND GREAT GRAY TRUST CO. · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| NONE |
| $0 |
| — |
