Jeanie Justice signed Tri Pointe Homes Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tri Pointe Homes Holdings, Inc.'s EIN is 27-3201111.
Download the official 2024 Form 5500 (PDF) for Tri Pointe Homes Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tri Pointe Homes Holdings, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER/TRUSTEE | $204K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISOR | $90K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $24.4M | 12.8% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $22.5M | 11.8% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $20.3M | 10.6% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $18.9M | 9.9% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $17.0M | 8.9% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $14.5M | 7.6% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $10.6M | 5.5% | |
| Vanguard Total International Stock Index Fund Inst'l Shr Mutual Fund | Common Collective Trusts | — | — | $10.1M | 5.3% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $7.8M | 4.1% | |
| Fidelity Contrafund Mutual Fund | Mutual Funds | — | — | $6.6M | 3.5% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $6.4M | 3.4% | |
| PUTNAM STABLE VALUE FUND CLASS 15 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $5.4M | 2.8% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $4.8M | 2.5% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $4.6M | 2.4% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $3.3M | 1.7% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $3.2M | 1.7% | |
| Notes receivable from participants 4.25% - 9.50% | Bonds / Notes | — | — | $2.0M | 1.0% | |
| JPMorgan Core Bond Fund Class R6 Shares Mutual Fund | Other securities | — | — | $1.0M | 0.5% | |
| PIMCO Income Fund Institutional Class Mutual Fund | Mutual Funds | — | — | $975K | 0.5% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 Mutual Fund | Other securities | — | — | $964K | 0.5% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $946K | 0.5% | |
| MFS Value Fund Class R6 Mutual Fund | Mutual Funds | — | — | $824K | 0.4% | |
| American Beacon Small Cap Value Fund R6 Class Mutual Fund | Other securities | — | — | $534K | 0.3% | |
| American Funds EuroPacific Growth Fund Class R-6 Mutual Fund | Mutual Funds | — | — | $474K | 0.2% | |
| Janus Triton Fund Class N Mutual Fund | Mutual Funds | — | — | $459K | 0.2% | |
| MFS International Diversification Fund Class R6 Mutual Fund | Mutual Funds | — | — | $444K | 0.2% | |
| DFA Emerging Markets Core Equity Port Inst'l Cl Shr Mutual Fund | Mutual Funds | — | — | $375K | 0.2% | |
| MFS Mid Cap Value Fund Class R6 Mutual Fund | Mutual Funds | — | — | $253K | 0.1% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $246K | 0.1% | |
| PIMCO All Asset Fund Institutional Shares Mutual Fund | Mutual Funds | — | — | $139K | <0.1% | |
| Vanguard Federal Money Market Fund Mutual Fund | Mutual Funds | — | — | $138K | <0.1% | |
| PGIM Global Total Return Class R6 Mutual Fund | Other securities | — | — | $133K | <0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $18K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| VANGUARD ADVISERS INC. |
| 23-2811930 |
| — |
| INVESTMENT ADVISOR |
| $48K |
| — |
| CREATIVE PLANNING | 84-4519624 | — | INVESTMENT ADVISOR | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINDES | 95-3001179 | — | AUDITOR | $16K | — |
