Kurt Lee signed Tri Holdco, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tri Holdco, Inc.'s EIN is 33-0336176.
Download the official 2024 Form 5500 (PDF) for Tri Holdco, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tri Holdco, Inc.'s plan includes a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN SECURITIES | 13-4110995 | — | INVESTMENT MANAGEMENT | $56K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Tri HoldCo, Inc. 19,371,857 Common shares | Common Stocks | — | $86.6M | $96.7M | 90.5% | |
| J.P. Morgan Fixed income | Other securities | — | $5.0M | $4.9M | 4.6% | |
| J.P. Morgan Equities | Other securities | — | $1.9M | $3.4M | 3.2% | |
| J.P. Morgan Alternative investments | Other securities | — | $156K | $149K | 0.1% | |
| J.P. Morgan Money market fund | Cash / Money Market | — | $74K | $74K | <0.1% |
