Laura Warner signed Tricor Industrial, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tricor Industrial, Inc.'s EIN is 34-1618316.
Download the official 2024 Form 5500 (PDF) for Tricor Industrial, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tricor Industrial, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Target Date Retirement 2030 Fund Mutual Fund | Mutual Funds | — | — | $2.0M | 16.5% | |
| American Funds Target Date Retirement 2020 Fund Mutual Fund | Mutual Funds | — | — | $1.5M | 12.6% | |
| American Funds Target Date Retirement 2025 Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 10.4% | |
| American Funds Target Date Retirement 2045 Fund Mutual Fund | Mutual Funds | — | — | $1.1M | 9.4% | |
| American Funds Target Date Retirement 2040 Fund Mutual Fund | Mutual Funds | — | — | $1.0M | 8.7% | |
| American Funds Target Date Retirement 2035 Fund Mutual Fund | Mutual Funds | — | — | $1.0M | 8.7% | |
| American Funds Target Date Retirement 2050 Fund Mutual Fund | Mutual Funds | — | — | $926K | 7.8% | |
| American Funds Target Date Retirement 2055 Fund Mutual Fund | Mutual Funds | — | — | $911K | 7.7% | |
| American Funds Target Date Retirement 2015 Fund Mutual Fund | Mutual Funds | — | — | $422K | 3.6% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $360K | 3.0% | |
| Lord Abbet Bond Debenture Fund Mutual Fund | U.S. Treasuries | — | — | $321K | 2.7% | |
| Vanguard International Growth Admiral Fund Mutual Fund ** 388 * Notes receivable from participants Bearing interest at 4.25%-9.50% - | Mutual Funds | — | — | $277K | 2.3% | |
| American Funds Target Date Retirement 2010 Fund Mutual Fund | Mutual Funds | — | — | $229K | 1.9% | |
| American Funds Target Date Retirement 2060 Fund Mutual Fund | Mutual Funds | — | — | $157K | 1.3% | |
| Franklin DynaTech Fund Mutual Fund | Mutual Funds | — | — | $94K | 0.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $73K | 0.6% | |
| Principal Fixed Income Guaranteed Option Guaranteed Investment Contract | Stable Value | — | — | $39K | 0.3% | |
| American Funds Washington Mutual Inv Fund Mutual Fund | Mutual Funds | — | — | $30K | 0.3% | |
| American Funds Target Date Retirement 2065 Fund Mutual Fund | Mutual Funds | — | — | $27K | 0.2% | |
| Harbor Capital App Return Fund Mutual Fund ** 653 Franklin Small Mid Cap Growth Fund Mutual Fund | Mutual Funds | — | — | $20K | 0.2% | |
| American Funds New World Fund Mutual Fund ** 109 Invesco Global Opportunity Fund Mutual Fund | Mutual Funds | — | — | $14K | 0.1% | |
| Principal Global Investors Mid Cap S&P 400 Index Pooled Separate Account | Pooled Separate Accounts | — | — | $14K | 0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $14K | 0.1% | |
| JP Morgan Small Cap Growth Fund Mutual Fund | Other securities | — | — | $12K | 0.1% | |
| PGIM Jenn Global Opportunity Fund Mutual Fund | Other securities | — | — | $11K | <0.1% | |
| MFS Mid Cap Value Fund Mutual Fund | Mutual Funds | — | — | $11K | <0.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES INC | 74-2715820 | — | CONTRACT ADMINISTRATOR | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | — | OTHER SERVICES | $0 | — |
