Yitzchok Rokowsky signed Tryko Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tryko Partners, LLC's EIN is 27-0587208.
Download the official 2024 Form 5500 (PDF) for Tryko Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tryko Partners, LLC's plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | — | ADVISOR | $10K | — |
| PARKWOOD ASSOCIATES, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 IPR Mutual Fund N/A 314,920 (1) | Mutual Funds | — | — | $7.3M | 14.4% | |
| Fidelity Freedom Index 2030 IPR Mutual Fund N/A 316,274 (1) | Mutual Funds | — | — | $6.4M | 12.5% | |
| Fidelity Freedom Index 2040 IPR Mutual Fund N/A 225,837 (1) | Mutual Funds | — | — | $5.6M | 10.9% | |
| Fidelity Freedom Index 2025 IPR Mutual Fund N/A 255,622 (1) | Mutual Funds | — | — | $4.7M | 9.3% | |
| Fidelity 500 Index Mutual Fund N/A 23,209 (1) | Common Collective Trusts | — | — | $4.7M | 9.3% | |
| Fidelity Freedom Index 2045 IPR Mutual Fund N/A 148,065 (1) | Mutual Funds | — | — | $3.8M | 7.5% | |
| Fidelity Freedom Index 2050 IPR Mutual Fund N/A 132,237 (1) | Mutual Funds | — | — | $3.4M | 6.7% | |
| Money market fund * FID Gov't Money Market K6 Money Market N/A 2,270,069 (1) | Mutual Funds | — | — | $2.3M | 4.4% | |
| Fidelity Freedom Index 2055 IPR Mutual Fund N/A 97,424 (1) | Mutual Funds | — | — | $2.1M | 4.1% | |
| Fidelity Freedom Index 2060 IPR Mutual Fund N/A 76,074 (1) | Mutual Funds | — | — | $1.4M | 2.7% | |
| Notes receivable from participants Participant loans N/A 4.25 % - 9.50% Various - | Bonds / Notes | — | — | $1.3M | 2.6% | |
| Franklin DynaTech Fund Class R6 Mutual Fund N/A 5,205 (1) | Mutual Funds | — | — | $967K | 1.9% | |
| Fidelity Freedom Index 2070 IPR Mutual Fund N/A 30 (1) 304 * Fidelity Advisors Balanced Z Mutual Fund N/A 30,425 (1) | Mutual Funds | — | — | $899K | 1.8% | |
| American Funds American Mutual Fund R6 Mutual Fund N/A 13,946 (1) | Mutual Funds | — | — | $770K | 1.5% | |
| Fidelity Freedom Index 2020 IPR Mutual Fund N/A 45,534 (1) | Mutual Funds | — | — | $718K | 1.4% | |
| Fidelity Freedom Index 2065 IPR Mutual Fund N/A 46,465 (1) | Mutual Funds | — | — | $681K | 1.3% | |
| Fidelity Mid Cap Index Fund Mutual Fund N/A 16,400 (1) | Common Collective Trusts | — | — | $554K | 1.1% | |
| MFS Mid Cap Value R6 Mutual Fund N/A 16,120 (1) | Mutual Funds | — | — | $535K | 1.0% | |
| Fidelity Freedom Index 2010 IPR Mutual Fund N/A 36,776 (1) | Mutual Funds | — | — | $472K | 0.9% | |
| JPMorgan Mid Cap Growth Fund Class R6 Mutual Fund N/A 7,362 (1) | Other securities | — | — | $381K | 0.7% | |
| AM Cent Sm Cap Gr R6 Mutual Fund N/A 16,208 (1) | Other securities | — | — | $373K | 0.7% | |
| First Eagle Global R6 Mutual Fund N/A 4,342 (1) | Other securities | — | — | $293K | 0.6% | |
| Fidelity Freedom Index 2015 IPR Mutual Fund N/A 18,140 (1) | Mutual Funds | — | — | $258K | 0.5% | |
| PIM RAE US Small Fund I Mutual Fund N/A 18,963 (1) | Other securities | — | — | $215K | 0.4% | |
| AF SMALLCAP WORLD R6 Mutual Fund N/A 3,051 (1) | Other securities | — | — | $214K | 0.4% | |
| Fidelity Freedom Index INC IPR Mutual Fund N/A 14,506 (1) | Mutual Funds | — | — | $170K | 0.3% | |
| Fidelity Advisors Government Income Z Mutual Fund N/A 15,307 (1) | Mutual Funds | — | — | $138K | 0.3% | |
| C&S Realty Shares Z Mutual Fund N/A 1,272 (1) | Other securities | — | — | $84K | 0.2% | |
| Eaton Vance Income Fund of Boston R6 Mutual Fund N/A 15,344 (1) | Other securities | — | — | $80K | 0.2% | |
| Fidelity Advisor Total Bond Fund - Class Z Mutual Fund N/A 7,993 (1) | Mutual Funds | — | — | $75K | 0.1% | |
| JPM US Small CO R6 Mutual Fund N/A 2,953 (1) | Common Stocks | — | — | $53K | 0.1% | |
| PIM RAE Emerging Markets I Mutual Fund N/A 2,682 (1) | Other securities | — | — | $27K | <0.1% | |
| Fidelity Advisors Freedom 2040 Mutual Fund N/A 300 (1) | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Advisors Freedom 2060 M Mutual Fund N/A 181 (1) | Mutual Funds | — | — | $2K | <0.1% | |
| s * Fidelity Advisors Freedom 2030 Mutual Fund N/A 174 (1) | 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.
| 71-0960754 |
| — |
| INVESTMENT ADVISORY |
| $5K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAVIS & GILBERT LLP | 13-1504385 | — | ATTORNEY/LEGAL | $8K | — |
