James Gray signed Trinity Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trinity Partners, LLC's EIN is 30-0284706.
Download the official 2024 Form 5500 (PDF) for Trinity Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trinity Partners, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $82K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $25K | — |
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 Mutual fund N/A | Common Collective Trusts | — | — | $17.0M | 21.3% | |
| MFS Lifetime 2055 R6 Mutual fund N/A | Mutual Funds | — | — | $11.9M | 15.0% | |
| MFS Lifetime 2050 R6 Mutual fund N/A | Mutual Funds | — | — | $8.3M | 10.4% | |
| MFS Lifetime 2040 R6 Mutual fund N/A | Mutual Funds | — | — | $6.0M | 7.5% | |
| MFS Lifetime 2045 R6 Mutual fund N/A | Mutual Funds | — | — | $5.5M | 6.9% | |
| AB Large Cap Growth Z Mutual fund N/A | Other securities | — | — | $3.9M | 4.9% | |
| MFS Lifetime 2035 R6 Mutual fund N/A | Mutual Funds | — | — | $3.5M | 4.4% | |
| MFS Lifetime 2030 R6 Mutual fund N/A | Mutual Funds | — | — | $3.0M | 3.8% | |
| Vanguard Extended Market Idx Adm Mutual fund N/A | Common Collective Trusts | — | — | $2.9M | 3.7% | |
| Vanguard Small Cap Index Fund - Admiral Mutual fund N/A | Common Collective Trusts | — | — | $2.9M | 3.6% | |
| Fidelity International Index Mutual fund N/A | Mutual Funds | — | — | $1.8M | 2.3% | |
| MFS Lifetime 2025 R6 Mutual fund N/A | Mutual Funds | — | — | $1.7M | 2.1% | |
| MFS Mid Cap Growth R6 Mutual fund N/A | Mutual Funds | — | — | $1.4M | 1.8% | |
| J P Morgan Equity Income R6 Mutual fund N/A | Other securities | — | — | $1.4M | 1.7% | |
| Vanguard Interm-Term Bond Index Adm Mutual fund N/A | Mutual Funds | — | — | $1.3M | 1.7% | |
| American Funds American Balanced R6 Mutual fund N/A | Mutual Funds | — | — | $914K | 1.1% | |
| Fidelity Advisor Worldwide Z Mutual fund N/A | Mutual Funds | — | — | $835K | 1.0% | |
| MFS Lifetime 2060 R6 Mutual fund N/A | Mutual Funds | — | — | $774K | 1.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $771K | 1.0% | |
| JHancock International Growth R6 Mutual fund N/A | Other securities | — | — | $485K | 0.6% | |
| MassMutual Small Cp Grth Eqty I Mutual fund N/A | Other securities | — | — | $478K | 0.6% | |
| American Funds New World R6 Mutual fund N/A | Mutual Funds | — | — | $476K | 0.6% | |
| Goldman Sachs Small Cp Val Insghts R6 Mutual fund N/A | Other securities | — | — | $437K | 0.5% | |
| Fidelity Inflation Protected Bond Index Mutual fund N/A | Mutual Funds | — | — | $426K | 0.5% | |
| Virtus Ceredex Mid-Cap Value Equity R6 Mutual fund N/A | Other securities | — | — | $361K | 0.5% | |
| MFS Lifetime 2065 R6 Mutual fund N/A | Mutual Funds | — | — | $263K | 0.3% | |
| Maturing Notes receivable from participants Loans to participants through 2030 3.25% - 9.50% various n/a - | Bonds / Notes | — | — | $235K | 0.3% | |
| Fidelity Advisor Total Bond Z Mutual fund N/A | Mutual Funds | — | — | $193K | 0.2% | |
| PGIM High-Yield R6 Mutual fund N/A | Other securities | — | — | $139K | 0.2% | |
| Victory Pioneer Strategic Income R6 Mutual fund N/A | Other securities | — | — | $135K | 0.2% | |
| Fidelity Emerging Markets Index Mutual fund N/A | Mutual Funds | — | — | $119K | 0.1% | |
| Victory Trivalent Int'l Small-Cap R6 Mutual fund N/A | Other securities | — | — | $95K | 0.1% | |
| MFS Lifetime Income R6 Mutual fund N/A | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
