DAWN Griffin signed Trimedx Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trimedx Holdings, LLC's EIN is 45-4807500.
Download the official 2024 Form 5500 (PDF) for Trimedx Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trimedx Holdings, LLC'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $358K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES I | 52-1868818 | — | INVESTMENT ADVISOR | $81K | — |
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 | |||||
|---|---|---|---|---|---|---|
| WILMINGTON/BLACKROCK EQ INDEX R WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $31.5M | 12.9% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $17.1M | 7.0% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $16.8M | 6.9% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $15.9M | 6.5% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $15.3M | 6.3% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $14.9M | 6.1% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $13.2M | 5.4% | |
| LG CAP GR FUND II FEE CLASS R1 WILMINGTON TRUST · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $12.9M | 5.3% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $11.6M | 4.7% | |
| Dodge & Cox Dodge & Cox Stock I | Mutual Funds | — | — | $10.6M | 4.3% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $9.3M | 3.8% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $7.9M | 3.2% | |
| FOCUS INTL FOUNDERS CLASS ALTA TRUST · EIN 92-2109785 / PN 001 | Common Collective Trust | — | — | $7.3M | 3.0% | |
| WILMINGTON/METLIFE STABLE CLASS J METLIFE · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $6.5M | 2.6% | |
| Baird Aggregate Bond Instl | Other securities | — | — | $6.1M | 2.5% | |
| Vanguard Federal Money Market Inv | Mutual Funds | — | — | $5.4M | 2.2% | |
| SUMMIT SMALL CAP GROWTH FOUNDERS CL ALTA TRUST · EIN 92-2064863 / PN 001 | Common Collective Trust | — | — | $4.5M | 1.8% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $4.4M | 1.8% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $4.2M | 1.7% | |
| various maturities through September 2034 -0- | Other securities | — | — | $4.2M | 1.7% | |
| BRANDYWINE EXTENDED MARKET FOUNDERS ALTA TRUST · EIN 92-2109325 / PN 001 | Common Collective Trust | — | — | $3.8M | 1.5% | |
| American Century American Century Small Cap Value R6 | Other securities | — | — | $3.8M | 1.5% | |
| Artisan Partners Artisan High Income Institutional | Other securities | — | — | $3.1M | 1.3% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $3.1M | 1.3% | |
| WILMINGTON/BLACKROCK MD CP EQ IDX R WILMINGTON TRUST · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $2.8M | 1.1% | |
| Parnassus Core Equity Investor | Other securities | — | — | $2.6M | 1.0% | |
| Transamerica Mid Cap Value Opportunities R4 | Other securities | — | — | $2.4M | 1.0% | |
| Dimensional DFA International Small Company I | Mutual Funds | — | — | $2.4M | 1.0% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $1.9M | 0.8% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $1.2M | 0.5% | |
| ^ Funds held in insurance company general account * Transamerica Financial Life Ins. Co. TFLIC Stable | Common Stocks | — | — | $1.0M | 0.4% | |
| Principal Real Estate Securities R6 | Other securities | — | — | $1.0M | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | — | INVESTMENT ADVISOR | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE & CO | 35-1178661 | — | AUDITOR | $14K | — |
