Michelle Brown signed Tri-County Community Action Agency, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tri-County Community Action Agency, Inc.'s EIN is 22-1942357.
Download the official 2024 Form 5500 (PDF) for Tri-County Community Action Agency, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tri-County Community Action Agency, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | 04-3046611 | — | INVESTMENT ADVISORY | $0 | — |
| LINCOLN FINANCIAL ADVISORS CORPORAT |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.7M | 82.5% | |
| [Assets held in participant loans] | Other | — | — | $384K | 3.3% |
| 35-1151034 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
