Susan E Buckels signed TRP Acquisition, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TRP Acquisition, Inc.'s EIN is 45-3745864.
Download the official 2024 Form 5500 (PDF) for TRP Acquisition, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TRP Acquisition, Inc.'s 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $67K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN LIFECYCLE INDEX 2025 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $2.4M | 20.2% | |
| NUVEEN LIFECYCLE INDEX 2035 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $2.1M | 17.6% | |
| NUVEEN LIFECYCLE INDEX 2030 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.5M | 12.3% | |
| NUVEEN LIFECYCLE INDEX 2040 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.2M | 9.8% | |
| NUVEEN LIFECYCLE INDEX 2045 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $998K | 8.3% | |
| NUVEEN LIFECYCLE INDEX 2015 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $728K | 6.0% | |
| Empower Annuity Insurance Company of America Guaranteed Portfolio Fund Guaranteed Investment Contract | Stable Value | — | — | $499K | 4.1% | |
| NUVEEN LIFECYCLE INDEX 2050 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $365K | 3.0% | |
| NUVEEN LIFECYCLE INDEX 2020 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $363K | 3.0% | |
| from 2025 to 2032 | Other securities | — | — | $296K | 2.5% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $285K | 2.4% | |
| NUVEEN LIFECYCLE INDEX 2055 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $235K | 2.0% | |
| MFS International Diversification R6 Mutual Fund | Mutual Funds | — | — | $198K | 1.6% | |
| NUVEEN LIFECYCLE INDEX 2060 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $123K | 1.0% | |
| PIONEER BOND TRUST R1 GREAT GRAY · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $89K | 0.7% | |
| JPMorgan US Research Enhanced Equity R6 Mutual Fund | Other securities | — | — | $81K | 0.7% | |
| NUVEEN LIFECYCLE INDEX 2065 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $77K | 0.6% | |
| NUVEEN LIFECYCLE INDEX 2010 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $72K | 0.6% | |
| Empower US Government Securities Inst Mutual Fund | Other securities | — | — | $71K | 0.6% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $67K | 0.6% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $58K | 0.5% | |
| Pimco Income Instl Mutual Fund | Mutual Funds | — | — | $56K | 0.5% | |
| Undiscovered Mgrs Behavioral Value R6 Mutual Fund | Other securities | — | — | $47K | 0.4% | |
| PGIM Short-Term Corporate BD R6 Mutual Fund | Other securities | — | — | $38K | 0.3% | |
| AMERICAN CENTURY MID CAP VAL (IS PL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | — | — | $29K | 0.2% | |
| Cohen & Steers Real Estate Securities Z Mutual Fund | Other securities | — | — | $29K | 0.2% | |
| EAGLE MID CAP GROWTH CIT CLASS 2 CARILLON FUNDS · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $27K | 0.2% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1K | <0.1% | |
| PRINCIPAL BLUE CHIP EQUITY FUND CL GREAT GRAY · EIN 38-7275324 / PN 001 | Common Collective Trust | — | — | $406 | <0.1% | |
| KAYNE ANDERSON RUDNICK SC SUST GR C KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC · EIN 82-1071429 / PN 000 | Common Collective Trust | — | — | $2 | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2035 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $0 | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2030 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $0 | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2055 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $0 | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2040 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $0 | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2020J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $0 | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2050 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $0 | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2065 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $0 | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2060 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $0 | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2045 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $0 | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2010 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $0 | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2025 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $0 | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2015 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DALLAS, TX |
| INVESTMENT ADVISOR |
| $30K |
| — |
