Mandalyn Moody signed Tri Star Engineering Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tri Star Engineering Inc.'s EIN is 35-1948899.
Download the official 2024 Form 5500 (PDF) for Tri Star Engineering Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tri Star Engineering Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $5K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $13.1M | 57.2% | |
| Employer Securities * Tri Star Engineering, Inc. Sponsor Company Common Stock | Common Stocks | — | $218K | $8.4M | 36.9% | |
| Fidelity Large-Cap Growth Index | Mutual Funds | — | — | $1.4M | 6.1% | |
| Janus Henderson Investors Janus Henderson Balanced | Mutual Funds | — | — | $1.2M | 5.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.1M | 4.7% | |
| TIAA-CREF*** Lifecycle Index 2030 | Mutual Funds | — | — | $931K | 4.1% | |
| JP Morgan Equity Income | Other securities | — | — | $817K | 3.6% | |
| Fidelity Small-Cap Index | Mutual Funds | — | — | $768K | 3.4% | |
| TIAA-CREF*** Lifecycle Index 2060 | Mutual Funds | — | — | $766K | 3.4% | |
| TIAA-CREF*** Lifecycle Index 2055 | Mutual Funds | — | — | $747K | 3.3% | |
| AB Funds AB Large Cap Growth | Other securities | — | — | $729K | 3.2% | |
| s * AULIC AUL Fixed Account - 3.0% | Guaranteed Income / GIC | — | — | $609K | 2.7% | |
| TIAA-CREF*** Lifecycle Index 2050 | Mutual Funds | — | — | $594K | 2.6% | |
| TIAA-CREF*** Lifecycle Index 2045 | Mutual Funds | — | — | $523K | 2.3% | |
| TIAA-CREF*** Lifecycle Index 2025 | Mutual Funds | — | — | $497K | 2.2% | |
| TIAA-CREF*** Lifecycle Index 2035 | Mutual Funds | — | — | $397K | 1.7% | |
| TIAA-CREF*** Lifecycle Index 2040 | Mutual Funds | — | — | $391K | 1.7% | |
| maturities through November 2036 -0- | Other securities | — | — | $382K | 1.7% | |
| American Funds American Balanced | Mutual Funds | — | — | $353K | 1.5% | |
| Vanguard Strategic Equity Fund Investor Shares | Mutual Funds | — | — | $351K | 1.5% | |
| AULIC AUL Stable Value Account - 1.75% | Stable Value | — | — | $318K | 1.4% | |
| TIAA-CREF*** Bonds Index | Mutual Funds | — | — | $317K | 1.4% | |
| TIAA-CREF*** Lifecycle Index 2065 | Mutual Funds | — | — | $269K | 1.2% | |
| Vanguard Mid-Cap Value Index | Mutual Funds | — | — | $223K | 1.0% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $219K | 1.0% | |
| American Funds New Perspective | Mutual Funds | — | — | $193K | 0.8% | |
| Fidelity Mid-Cap Index | Mutual Funds | — | — | $151K | 0.7% | |
| TIAA-CREF*** Lifecycle Index 2020 | Mutual Funds | — | — | $114K | 0.5% | |
| TIAA-CREF*** Lifecycle Index Retirement Income | Mutual Funds | — | — | $15K | <0.1% | |
| TIAA-CREF*** Lifecycle Index 2015 | Mutual Funds | — | — | $13K | <0.1% |
