Cheryl Patnick signed TRIS Pharma, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TRIS Pharma, Inc.'s EIN is 22-3747409.
Download the official 2024 Form 5500 (PDF) for TRIS Pharma, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TRIS Pharma, Inc.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORD-KEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC. | 39-3194849 | — | INVESTMENT ADVISORY-PLAN | $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 | |||||
|---|---|---|---|---|---|---|
| TA VANGUARD TOTAL STOCK MARKET INDX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $5.1M | 10.3% | |
| SS RUSELL LARGE CAP GROWTH INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 122 | Pooled Separate Account | — | — | $4.0M | 7.9% | |
| TRANSAMERICA FUTURE FOCUS 2040 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 657 | Pooled Separate Account | — | — | $3.3M | 6.6% | |
| TRANSAMERICA FUTURE FOCUS 2035 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 656 | Pooled Separate Account | — | — | $3.1M | 6.3% | |
| TRANSAMERICA FUTURE FOCUS 2030 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 655 | Pooled Separate Account | — | — | $2.8M | 5.7% | |
| TRANSAMERICA FUTURE FOCUS 2025 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 654 | Pooled Separate Account | — | — | $2.7M | 5.4% | |
| TRANSAMERICA FUTURE FOCUS 2045 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 658 | Pooled Separate Account | — | — | $2.6M | 5.2% | |
| TRANSAMERICA FUTURE FOCUS 2050 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 659 | Pooled Separate Account | — | — | $2.0M | 3.9% | |
| Fully Benefit-Responsive Investment Contract * Transamerica Stable Value Advantage Option | Stable Value | — | — | $1.9M | 3.9% | |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 086 | Pooled Separate Account | — | — | $1.9M | 3.8% | |
| AMERICAN FUNDS AMERICAN MUTUAL TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 754 | Pooled Separate Account | — | — | $1.9M | 3.8% | |
| AMERICAN FUNDS GROWTH FUND OF AMER. TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 250 | Pooled Separate Account | — | — | $1.7M | 3.4% | |
| TRANSAMERICA FUTURE FOCUS 2055 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 660 | Pooled Separate Account | — | — | $1.7M | 3.3% | |
| AMERICAN FUNDS NEW PERSPECTIVE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $1.6M | 3.3% | |
| AMERICAN FUNDS FUNDAMENTAL INVESTOR TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 236 | Pooled Separate Account | — | — | $1.5M | 3.0% | |
| Transamerica American Century Mid Cap Value Ret Opt | Other securities | — | — | $1.5M | 3.0% | |
| AMERICAN CENT. MID CAP VAL RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 280 | Pooled Separate Account | — | — | $1.5M | 3.0% | |
| TA VANGUARD SMALL-CAP GROWTH INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 106 | Pooled Separate Account | — | — | $1.3M | 2.6% | |
| VANGUARD SMALL-CAP VALUE INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 108 | Pooled Separate Account | — | — | $1.3M | 2.5% | |
| Participant Loans Interest rate ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $1.0M | 2.0% | |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $963K | 1.9% | |
| TRANSAMERICA FUTURE FOCUS IN RET. TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 661 | Pooled Separate Account | — | — | $896K | 1.8% | |
| JANUS HENDERSON ENTERPRISE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 650 | Pooled Separate Account | — | — | $811K | 1.6% | |
| TRANSAMERICA FUTURE FOCUS 2060 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 091 | Pooled Separate Account | — | — | $670K | 1.3% | |
| STATE STREET INTERNATIONAL INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $540K | 1.1% | |
| TRANSAMERICA INTERNATIONAL EQUITY TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 791 | Pooled Separate Account | — | — | $525K | 1.1% | |
| TA VANGUARD SMALL-CAP INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $405K | 0.8% | |
| BLACKROCK HIGH YIELD BOND PORTFOLIO TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 757 | Pooled Separate Account | — | — | $394K | 0.8% | |
| DFA EMERGING MARKETS PORTFOLIO TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 525 | Pooled Separate Account | — | — | $357K | 0.7% | |
| STATE STREET S&P MID-CAP INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $356K | 0.7% | |
| AMERICAN FUNDS BALANCE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 232 | Pooled Separate Account | — | — | $321K | 0.6% | |
| ALLSPRING GOVERNMENT SECURITIES TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 507 | Pooled Separate Account | — | — | $281K | 0.6% | |
| AMERICAN CENT. INFLATION-ADJ. BOND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 266 | Pooled Separate Account | — | — | $249K | 0.5% | |
| BRANDYWINE GLOBAL-GLOB OPP BOND RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 662 | Pooled Separate Account | — | — | $50K | 0.1% | |
| TRANSAMERICA EMERGING MKT DEBT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 786 | Pooled Separate Account | — | — | $49K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, LLP | 13-5381590 | — | AUDIT | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RED BANK PENSION SERVICES, INC. | 22-2755716 | SHREWSBURY, NJ | RECORD-KEEPER | $13K | — |
