Megan Bowden signed Triplepoint MEP Holdings, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Triplepoint MEP Holdings, LLC's EIN is 43-1794442.
Download the official 2023 Form 5500 (PDF) for Triplepoint MEP Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Triplepoint MEP Holdings, LLC's plan includes automatic enrollment, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $50K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $4.3M | 8.8% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $4.2M | 8.6% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $4.0M | 8.3% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $4.0M | 8.2% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $3.7M | 7.6% | |
| FLEXPATH+AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 001 | Common Collective Trust | — | — | $2.9M | 5.9% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $2.7M | 5.6% | |
| FLEXPATH+AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 001 | Common Collective Trust | — | — | $2.6M | 5.3% | |
| FLEXPATH+AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 001 | Common Collective Trust | — | — | $2.1M | 4.3% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $2.0M | 4.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.7M | 3.4% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $1.5M | 3.1% | |
| percent - | Other securities | — | — | $1.5M | 3.0% | |
| Columbia Dividend Income Fund | Other securities | — | — | $1.1M | 2.4% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $1.1M | 2.4% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $990K | 2.0% | |
| FLEXPATH+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 001 | Common Collective Trust | — | — | $941K | 1.9% | |
| AB Large Cap Growth Fund | Other securities | — | — | $860K | 1.8% | |
| Managed Income Portfolio II - Class 2 | Other securities | — | — | $828K | 1.7% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $780K | 1.6% | |
| FLEXPATH+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 001 | Common Collective Trust | — | — | $758K | 1.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $582K | 1.2% | |
| American Funds Balanced Fund | Mutual Funds | — | — | $537K | 1.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $432K | 0.9% | |
| Western Asset Core Bond Fund | Other securities | — | — | $386K | 0.8% | |
| Fidelity Small Cap Value Index Fund | Common Collective Trusts | — | — | $317K | 0.7% | |
| Fidelity Management Trust Company ClearBridge International Growth Fund | Mutual Funds | — | — | $296K | 0.6% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $254K | 0.5% | |
| PIMCO Income Fund | Mutual Funds | — | — | $236K | 0.5% | |
| American Funds New World Fund | Mutual Funds | — | — | $226K | 0.5% | |
| Fidelity Government Money Market Fund * 86 Fidelity Mid Cap Value Index Fund | Common Collective Trusts | — | — | $225K | 0.5% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $178K | 0.4% | |
| FLEXPATH+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 001 | Common Collective Trust | — | — | $176K | 0.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $149K | 0.3% | |
| Fidelity Management Trust Company FlexPATH Index+ Moderate Retirement Fund | Mutual Funds | — | — | $146K | 0.3% | |
| FLEXPATH+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 001 | Common Collective Trust | — | — | $146K | 0.3% | |
| FLEXPATH+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 001 | Common Collective Trust | — | — | $145K | 0.3% | |
| Loomis Sayles Global Allocation Fund | Other securities | — | — | $140K | 0.3% | |
| FLEXPATH+AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 001 | Common Collective Trust | — | — | $116K | 0.2% | |
| Fidelity Small Cap Growth Index Fund | Common Collective Trusts | — | — | $91K | 0.2% | |
| FLEXPATH+CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 001 | Common Collective Trust | — | — | $65K | 0.1% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $55K | 0.1% | |
| FLEXPATH+CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 001 | Common Collective Trust | — | — | $44K | <0.1% | |
| FLEXPATH+CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 001 | Common Collective Trust | — | — | $3K | <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 |
|---|---|---|---|---|---|
| P&M HOLDING GROUP LLP | 38-1357951 | — | ACCOUNTANT/AUDITOR | $15K | — |
