Judith Herschel signed Trehab's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trehab's EIN is 23-1729514.
Download the official 2024 Form 5500 (PDF) for Trehab from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trehab's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A | 45-6062081 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHEAST ADVISORS INC. | 23-3044281 | — | ADVISOR | $36K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Growth Fund Vanguard PRIMECAP Core Fund N/R | Mutual Funds | — | — | $961K | 22.6% | |
| Vanguard Life Strategy Moderate N/R | Mutual Funds | — | — | $736K | 17.3% | |
| Vanguard Life Strategy Growth N/R | Mutual Funds | — | — | $661K | 15.6% | |
| Fund Vanguard Life Strategy Income N/R | Mutual Funds | — | — | $586K | 13.8% | |
| Fund Vanguard Windsor Admiral N/R | Mutual Funds | — | — | $363K | 8.6% | |
| Conservative Growth Fund Vanguard Growth Index Admiral N/R | Mutual Funds | — | — | $191K | 4.5% | |
| Index Admiral Vanguard Federal Money Market N/R | Mutual Funds | — | — | $184K | 4.3% | |
| Fund Admiral Vanguard Life Strategy N/R | Mutual Funds | — | — | $182K | 4.3% | |
| Vanguard Total Institutional Stock N/R | Mutual Funds | — | — | $153K | 3.6% | |
| Securities Admiral * Participant Loans Interest rates: 8.75% - 9.50% $0 | Bonds / Notes | — | — | $81K | 1.9% | |
| Vanguard Short Term Bond Index N/R | Mutual Funds | — | — | $46K | 1.1% | |
| Admiral Vanguard Inflation Protected N/R | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
