Robin Nichols signed Trinity Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trinity Health's EIN is 45-0226558.
Download the official 2024 Form 5500 (PDF) for Trinity Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trinity Health's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $214K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVANCED CAPITAL GROUP | 41-1921960 | — | ADVISOR | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index I | Mutual Funds | — | — | $47.0M | 11.5% | |
| American Century Growth | Other securities | — | — | $39.6M | 9.7% | |
| BlackRock LifePath Index 2040 | Other securities | — | — | $31.4M | 7.7% | |
| BlackRock LifePath Index Retirement | Other securities | — | — | $30.0M | 7.4% | |
| Life Insurance Company * Transamerica Life Guaranteed Investment Option | Common Stocks | — | — | $22.2M | 5.5% | |
| Vanguard Eq Inc Adm | Mutual Funds | — | — | $19.5M | 4.8% | |
| BlackRock LifePath Index 2030 | Other securities | — | — | $19.4M | 4.8% | |
| Janus Henderson Enterprise | Mutual Funds | — | — | $18.7M | 4.6% | |
| PIMCO Total Return | Mutual Funds | — | — | $18.5M | 4.5% | |
| BlackRock LifePath Index 2050 | Other securities | — | — | $17.6M | 4.3% | |
| BlackRock LifePath Index 2045 | Other securities | — | — | $17.2M | 4.2% | |
| BlackRock LifePath Index 2055 | Other securities | — | — | $12.8M | 3.1% | |
| American Funds EuroPacific Growth | Mutual Funds | — | — | $11.8M | 2.9% | |
| Vanguard Total Bd Mkt Index Instl | Mutual Funds | — | — | $11.3M | 2.8% | |
| BlackRock LifePath Index 2035 | Other securities | — | — | $9.2M | 2.3% | |
| Columbia Small Cap Value II | Other securities | — | — | $8.8M | 2.2% | |
| Transamerica Multi Managed Balanced | Other securities | — | — | $8.5M | 2.1% | |
| Parnassus Core Equity | Other securities | — | — | $7.8M | 1.9% | |
| Fidelity International Index Premium | Mutual Funds | — | — | $7.3M | 1.8% | |
| Fidelity Extended Market Index Premium | Mutual Funds | — | — | $7.2M | 1.8% | |
| Federated Hermes Total Return Government Bond | U.S. Treasuries | — | — | $7.1M | 1.7% | |
| DWS Deutsche Real Estate Securities | Other securities | — | — | $6.3M | 1.5% | |
| Columbia Small Cap Growth I | Other securities | — | — | $5.4M | 1.3% | |
| Charles Schwab Personal Choice Brokerage Accounts | Self-Directed Brokerage | — | — | $5.3M | 1.3% | |
| BlackRock Inflation Protected Bond | Other securities | — | — | $4.3M | 1.1% | |
| BlackRock LifePath Index 2060 | Other securities | — | — | $4.0M | 1.0% | |
| Fidelity Emerging Markets | Mutual Funds | — | — | $4.0M | 1.0% | |
| Insurance Company * Participants Participant Loans Interest Rates 4.25% to 9.50% - | Bonds / Notes | — | — | $2.5M | 0.6% | |
| BlackRock LifePath Index 2065 | Other securities | — | — | $2.1M | 0.5% | |
| Transamerica Financial Insurance Company General Account | Common Stocks | — | — | $327K | <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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $50 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN, LLP | 41-0746749 | — | AUDITOR | $20K | — |
