Mark SIMS signed Trinity Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trinity Management, Inc.'s EIN is 26-0015608.
Download the official 2024 Form 5500 (PDF) for Trinity Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trinity Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| JOHN HANCOCK PSA JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $5.9M | 100.0% | |
| Target Retirement 2035 Fund | Other securities | — | — | $991K | 16.7% | |
| John Hancock Stable Value Fund | Stable Value | — | — | $807K | 13.6% | |
| Target Retirement 2025 Fund | Other securities | — | — | $734K | 12.4% | |
| Target Retirement 2045 Fund | Other securities | — | — | $472K | 8.0% | |
| John Hancock 500 Index Fund | Common Collective Trusts | — | — | $419K | 7.1% | |
| Target Retirement 2030 Fund | Other securities | — | — | $286K | 4.8% | |
| Target Retirement 2040 Fund | Other securities | — | — | $260K | 4.4% | |
| Target Retirement Income Fund | Other securities | — | — | $221K | 3.7% | |
| Blackrock High Yield Bond Fund | Other securities | — | — | $213K | 3.6% | |
| Vanguard:Target Retirement 2020 Fund | Mutual Funds | — | — | $189K | 3.2% | |
| DFA US Large Cap Value Fund | Mutual Funds | — | — | $180K | 3.0% | |
| John Hancock Total Bond Market Fund | Other securities | — | — | $180K | 3.0% | |
| DFA Inflation-Protected Securities Fund | Mutual Funds | — | — | $166K | 2.8% | |
| MFS Growth Fund | Mutual Funds | — | — | $155K | 2.6% | |
| Target Retirement 2055 Fund | Other securities | — | — | $131K | 2.2% | |
| Target Retirement 2060 Fund | Other securities | — | — | $118K | 2.0% | |
| Target Retirement 2050 Fund | Other securities | — | — | $101K | 1.7% | |
| Nuveen Small-Cap Blend Index Fund | Common Collective Trusts | — | — | $76K | 1.3% | |
| Target Retirement 2065 Fund | Other securities | — | — | $58K | 1.0% | |
| DFA International Value Fund | Mutual Funds | — | — | $22K | 0.4% | |
| Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $16K | 0.3% | |
| International Growth Fund | Other securities | — | — | $775 | <0.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $764 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
