JOAN Harrington signed Trustbridge, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustbridge, Inc.'s EIN is 20-3974015.
Download the official 2024 Form 5500 (PDF) for Trustbridge, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustbridge, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $130K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $40K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PGIM TARGET DATE 2030 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 189 | Common Collective Trust | — | — | $10.1M | 14.5% | |
| PGIM TARGET DATE 2025 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 188 | Common Collective Trust | — | — | $8.8M | 12.6% | |
| PGIM TARGET DATE 2035 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 190 | Common Collective Trust | — | — | $7.3M | 10.5% | |
| Vanguard # Vanguard 500 Index Fund Admiral | Mutual Funds | — | — | $7.0M | 10.1% | |
| PGIM TARGET DATE 2040 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 191 | Common Collective Trust | — | — | $6.5M | 9.4% | |
| Great Gray Trust # CIT III for MetLife GAC 25554 J | Common Collective Trusts | — | — | $5.2M | 7.4% | |
| METLIFE STABLE VALUE SOL J FD GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $5.2M | 7.4% | |
| PGIM TARGET DATE INC INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 196 | Common Collective Trust | — | — | $4.7M | 6.7% | |
| PGIM TARGET DATE 2045 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 192 | Common Collective Trust | — | — | $4.4M | 6.4% | |
| PGIM TARGET DATE 2050 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 193 | Common Collective Trust | — | — | $3.3M | 4.7% | |
| Participant Notes Receivable Rates range from 4.25% to 9.50% | Bonds / Notes | — | — | $1.8M | 2.6% | |
| MainStay # MainStay Large Cap Growth R6 | Other securities | — | — | $1.5M | 2.1% | |
| Columbia # Columbia Balanced Inst 2 | Other securities | — | — | $1.1M | 1.6% | |
| PGIM TARGET DATE 2055 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 194 | Common Collective Trust | — | — | $1.1M | 1.5% | |
| JP Morgan # JPMorgan Mid Cap Growth R6 | Other securities | — | — | $979K | 1.4% | |
| Vanguard # Vanguard Small Cap Value Index | Mutual Funds | — | — | $803K | 1.2% | |
| Victory # Victory Sycamore Established Value R6 | Other securities | — | — | $703K | 1.0% | |
| MFS # MFS Value R6 | Mutual Funds | — | — | $501K | 0.7% | |
| MFS # International Diversification R6 | Mutual Funds | — | — | $484K | 0.7% | |
| Fidelity # Fidelity Advisor Focused Emerging Markets Fund | Mutual Funds | — | — | $481K | 0.7% | |
| JP Morgan # JPMorgan Core Bond R6 | Other securities | — | — | $446K | 0.6% | |
| PGIM TARGET DATE 2020 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 187 | Common Collective Trust | — | — | $442K | 0.6% | |
| Vanguard # Vanguard High Yield Corporate Adm | Mutual Funds | — | — | $419K | 0.6% | |
| PGIM TARGET DATE 2060 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 195 | Common Collective Trust | — | — | $368K | 0.5% | |
| Nuveen # Nuveen Real Estate Securities R6 | Mutual Funds | — | — | $256K | 0.4% | |
| Invesco # Invesco International Small-Mid Company | Mutual Funds | — | — | $236K | 0.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $225K | 0.3% | |
| Invesco # Invesco Discovery Fund | Mutual Funds | — | — | $224K | 0.3% | |
| American Funds Capital World Bond Fund | Mutual Funds | — | — | $199K | 0.3% | |
| (E) | Other securities | — | — | $88K | 0.1% | |
| PGIM TARGET DATE 2065 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 197 | Common Collective Trust | — | — | $88K | 0.1% | |
| PGIM TARGET DATE 2015 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 186 | Common Collective Trust | — | — | $8K | <0.1% | |
| (E) | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
