Angie Scanlon signed TRU-Flex, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TRU-Flex, LLC's EIN is 38-3858942.
Download the official 2022 Form 5500 (PDF) for TRU-Flex, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)TRU-Flex, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORPORATION | 47-0098400 | — | RECORD KEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCKTON INVESTMENT ADVISORS | 84-4519624 | — | INVESTMENT ADVISOR | $21K | — |
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.
| % of plan | |||
|---|---|---|---|
| STADION CYCLICAL TREND ETF FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Common Collective Trust | $0 | — |
| AMERICAN FUNDS INTERNATIONAL GROWTH AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| STADION DYNAMIC TREND ETF FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Common Collective Trust | $0 | — |
| STADION INTERNATIONAL EQUITY ETF FU AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Common Collective Trust | $0 | — |
| STADION LONG DURATION FIXED INCOME AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Common Collective Trust | $0 | — |
| STADION SHORT DURATION FIXED INCOME AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TARGET RETIREMENT 2025 AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| VANGUARD LIFESTRATEGY MODERATE GROW AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| VANGUARD 500 INDEX AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIREMENT 2060 AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| STADION DOMESTIC EQUITY ETF FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD SMALL CAP INDEX AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| VANGUARD SMALL CAP GROWTH INDEX AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIREMENT 2030 AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIREMENT 2035 AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIREMENT 2040 AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIREMENT 2045 AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| JP MORGAN US EQUITY FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIREMENT 2050 AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIREMENT 2055 AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| DFA US SMALL CAP INSTITUTIONAL AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN CENTURY SMALL CAP VALUE AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| FIDELITY VIP GOVERNMENT MONEY MARKE AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| LORD ABBETT SHORT DURATION INCOME AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| JP MORGAN MID CAP GROWTH AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| DODGE & COX INCOME FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| MFS VALUE AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| MFS MID CAP VALUE FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| VANGUARD STRATEGIC EQUITY AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| VANGUARD TOTAL INTERNATIONAL STOCK AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| VANGUARD INTERNATIONAL GROWTH FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| VANGUARD MID-CAP INDEX FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| VANGUARD MID-CAP GROWTH INDEX AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS INCOME FUND OF AMERI AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| VANGUARD TOTAL BOND MARKET INDEX AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN CENTURY GROWTH FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| T. ROWE PRICE BLUE CHIP GROWTH AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPONSEL CPA GROUP, LLC | 27-0851983 | — | TPA | $6K | — |
