Dan Smith signed Trident Trust Company (South Dakota) Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trident Trust Company (South Dakota) Inc.'s EIN is 26-4124018.
Download the official 2024 Form 5500 (PDF) for Trident Trust Company (South Dakota) Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trident Trust Company (South Dakota) Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WAVERLY ADVISORS | 63-1229657 | — | RIA | $706 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $1.9M | 28.3% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $1.7M | 24.2% | |
| Vanguard Mid-Cap Index Adm | Mutual Funds | — | — | $604K | 8.8% | |
| Lord Abbett Developing Growth Class A | Mutual Funds | — | — | $433K | 6.3% | |
| Vanguard Total International Stock Index Adm | Mutual Funds | — | — | $406K | 5.9% | |
| Vanguard Dividend Appreciation Index Adm | Mutual Funds | — | — | $235K | 3.4% | |
| Vanguard Short-Term Treasury Index Adm | Mutual Funds | — | — | $191K | 2.8% | |
| American Funds Capital Income Builder Class R-6 | Mutual Funds | — | — | $182K | 2.6% | |
| Vanguard FTSE All-World ex-US Index Adm | Mutual Funds | — | — | $137K | 2.0% | |
| Iman Fund Class K | Mutual Funds | — | — | $114K | 1.7% | |
| Metropolitan West High Yield Bond Class M | Other securities | — | — | $107K | 1.6% | |
| Vanguard High-Yield Corporate Adm | Mutual Funds | — | — | $105K | 1.5% | |
| INSIGHT STABLE VALUE FUND CLASS M BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 001 | Common Collective Trust | — | — | $104K | 1.5% | |
| Vanguard Small-Cap Index Adm | Mutual Funds | — | — | $95K | 1.4% | |
| Mid Atlantic Trust Company Cash and cash equivalents | Cash / Money Market | — | — | $93K | 1.3% | |
| American Funds 2045 Target Date Retirement Class A | Mutual Funds | — | — | $80K | 1.2% | |
| Participant Loans Various Participants interest rate 8.50% – 9.50% | Bonds / Notes | — | — | $61K | 0.9% | |
| Vanguard Short-Term Bond Index Adm | Mutual Funds | — | — | $54K | 0.8% | |
| Azzad Ethical | Other securities | — | — | $41K | 0.6% | |
| American Funds 2060 Target Date Retirement Class A | Mutual Funds | — | — | $38K | 0.6% | |
| American Funds 2050 Target Date Retirement Class A | Mutual Funds | — | — | $34K | 0.5% | |
| Vanguard International Explorer Investor | Mutual Funds | — | — | $31K | 0.5% | |
| Vanguard Intermediate-Term Treasury Adm | Mutual Funds | — | — | $31K | 0.5% | |
| American Funds 2040 Target Date Retirement Class A | Mutual Funds | — | — | $24K | 0.4% | |
| American Funds 2035 Target Date Retirement Class A | Mutual Funds | — | — | $21K | 0.3% | |
| Metropolitan West Total Return Bond Class I | Other securities | — | — | $17K | 0.2% | |
| Azzad Wise Capital | Other securities | — | — | $16K | 0.2% | |
| American Funds 2025 Target Date Retirement Class A 870 American Funds 2030 Target Date Retirement Class A | Mutual Funds | — | — | $16K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
