Peggy Sheldon signed Trystar, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trystar, LLC's EIN is 41-1837436.
Download the official 2024 Form 5500 (PDF) for Trystar, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trystar, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | ST. PAUL, MN | ADVISOR | $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 | |||||
|---|---|---|---|---|---|---|
| INVESCO S&P 500 INDEX A | Registered Investment Companies | — | — | $3.9M | 19.5% | |
| AMERICAN FUNDS AMER BAL FD- R3 | Registered Investment Companies | — | — | $3.7M | 18.8% | |
| PIONEER FUND GRWTH FUND - A | Registered Investment Companies | — | — | $1.0M | 5.3% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $999K | 5.0% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $921K | 4.7% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $914K | 4.6% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $867K | 4.4% | |
| JPM EQ INCOME FD R3 | Registered Investment Companies | — | — | $824K | 4.2% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $783K | 4.0% | |
| JPM MID CAP VALUE R3 | Registered Investment Companies | — | — | $709K | 3.6% | |
| INVESCO CORE BND A | Registered Investment Companies | — | — | $676K | 3.4% | |
| AMERICAN FUNDS INTL GR AND INC | Registered Investment Companies | — | — | $641K | 3.2% | |
| JPM US EQUITY FD R3 | Registered Investment Companies | — | — | $550K | 2.8% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $548K | 2.8% | |
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $529K | 2.7% | |
| JPM US SMALL COMPANY FD R3 | Registered Investment Companies | — | — | $338K | 1.7% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $234K | 1.2% | |
| AM FNDS WASH MUTUAL INV - R3 | Registered Investment Companies | — | — | $174K | 0.9% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $174K | 0.9% | |
| NATIONWIDE SMALL CAP INDEX A | Registered Investment Companies | — | — | $166K | 0.8% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $162K | 0.8% | |
| ALLSPRING SPECIAL SC VAL A | Registered Investment Companies | — | — | $160K | 0.8% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $153K | 0.8% | |
| T. ROWE PRICE RETIREMENT 2065 | Registered Investment Companies | — | — | $134K | 0.7% | |
| NATIONWIDE BOND INDEX - A | Registered Investment Companies | — | — | $109K | 0.6% | |
| NATIONWIDE INTL INDEX - A | Registered Investment Companies | — | — | $80K | 0.4% | |
| TROWE PRICE RET 2005 - R | Registered Investment Companies | — | — | $39K | 0.2% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $19K | <0.1% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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