Shirley Horner signed Trinity Care Providers' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trinity Care Providers' EIN is 45-3536478.
Download the official 2024 Form 5500 (PDF) for Trinity Care Providers from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trinity Care Providers' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NYLIFE SECURITIES LLC | 27-0145686 | — | INVESTMENT/FINANCIAL ADVI | $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 | |||||
|---|---|---|---|---|---|---|
| AMERCENT ONE CHOICE 2040 R | Other securities | — | — | $4K | 26.8% | |
| AMERCENT ONE CHOICE 2050 R | Other securities | — | — | $2K | 12.8% | |
| AMERCENT ONE CHOICE 2060 R | Other securities | — | — | $2K | 11.9% | |
| AMERCENT ONE CHOICE 2045 R | Other securities | — | — | $2K | 11.0% | |
| AMERCENT ONE CHOICE 2030 R | Other securities | — | — | $1K | 10.5% | |
| AMERCENT ONE CHOICE 2025 R | Other securities | — | — | $926 | 6.8% | |
| AMERCENT ONE CHOICE 2055 R | Other securities | — | — | $872 | 6.4% | |
| AMERCENT ONE CHOICE 2035 R | Other securities | — | — | $807 | 5.9% | |
| AMERCENT ONE CHOICE RETIRE R | Other securities | — | — | $536 | 3.9% | |
| FIDELITY ADVISOR SM CAP VAL M | Mutual Funds | — | — | $91 | 0.7% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $66 | 0.5% | |
| JPMORGAN US EQUITY - R2 | Other securities | — | — | $65 | 0.5% | |
| NATIONWIDE S&P 500 INDEX - R | Common Collective Trusts | — | — | $65 | 0.5% | |
| INVESCO CORE BOND R | Mutual Funds | — | — | $65 | 0.5% | |
| PIONEER FUNDAMENTAL GROWTH R | Other securities | — | — | $64 | 0.5% | |
| GS EMG MKTS EQTY INSIGHTS R | Other securities | — | — | $64 | 0.5% | |
| JANUS HEND TRITON R | Mutual Funds | — | — | $63 | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
