Caitlin West signed TRIO Electric, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TRIO Electric, Ltd.'s EIN is 42-1585496.
Download the official 2024 Form 5500 (PDF) for TRIO Electric, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TRIO Electric, Ltd.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $22K | — |
| 3(16) FIDUCIARY SERVICES CORP | 45-4813650 | — | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEMPLETON & COMPANY LLP |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 677 | Pooled Separate Account | — | — | $566K | 10.9% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 818 | Pooled Separate Account | — | — | $544K | 10.5% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 679 | Pooled Separate Account | — | — | $510K | 9.8% | |
| STATE STREET RUSSELL LG CAP GROW ID TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 173 | Pooled Separate Account | — | — | $415K | 8.0% | |
| STATE STREET RUSSELL LG CAP VALUE I TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 171 | Pooled Separate Account | — | — | $350K | 6.7% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 676 | Pooled Separate Account | — | — | $330K | 6.4% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 675 | Pooled Separate Account | — | — | $296K | 5.7% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 678 | Pooled Separate Account | — | — | $281K | 5.4% | |
| Notes receivable from participants - various maturities. | Other securities | — | — | $212K | 4.1% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 673 | Pooled Separate Account | — | — | $205K | 3.9% | |
| STATE STREET S&P MID CAP INDX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $201K | 3.9% | |
| STATE STREET INTL INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $194K | 3.7% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 680 | Pooled Separate Account | — | — | $155K | 3.0% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 674 | Pooled Separate Account | — | — | $133K | 2.6% | |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $128K | 2.5% | |
| VANGUARD SMALL-CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 132 | Pooled Separate Account | — | — | $120K | 2.3% | |
| VANGUARD SMALL-CAP VALUE INDEX RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 133 | Pooled Separate Account | — | — | $94K | 1.8% | |
| STATE STREET RUSSELL SM CAP GROW ID TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 172 | Pooled Separate Account | — | — | $82K | 1.6% | |
| DFA EMERGING MARKETS PORTFOLIO RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 525 | Pooled Separate Account | — | — | $68K | 1.3% | |
| GOLDMAN SACHS MID-CAP OPPORTUNITIES TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 446 | Pooled Separate Account | — | — | $51K | 1.0% | |
| TRANSAMERICA PARTNERS HIGH YIELD BO TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 102 | Pooled Separate Account | — | — | $50K | 1.0% | |
| TRANSAMERICA CORE BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 103 | Pooled Separate Account | — | — | $48K | 0.9% | |
| Transamerica Financial Life * Stable Value Core Option ** Insurance Company | Stable Value | — | — | $38K | 0.7% | |
| AMERICAN FUNDS BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 228 | Pooled Separate Account | — | — | $33K | 0.6% | |
| DFA INFL-PROTECTED SEC PORTFOLIO RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 526 | Pooled Separate Account | — | — | $18K | 0.3% | |
| TRANSAMERICA LIFEGOAL 2065 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 403 | Pooled Separate Account | — | — | $17K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 14-1918990 |
| — |
| AUDIT |
| $7K |
| — |
