David Stone signed Trion Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trion Solutions, Inc.'s EIN is 46-1334892.
Download the official 2024 Form 5500 (PDF) for Trion Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trion Solutions, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT NATIONWIDE | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $197K | — |
| THE BENEFIT ADVANTAGE | 38-3254950 | AUBURN HILLS, MI | INVESTMENT ADVISORY | $31K | — |
| PPA/TPA VICKI ROSE | — | TROY, MI | INVESTMENT ADVISORY | $30K | — |
| FENNER MELSTROM AND DOOLING PLC | — | BIRMINGHAM, MI |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $96.7M | 90.7% | |
| PTNM STBL VAL CIT PUTNAM INVESTMENTS · EIN 24-7000000 / PN 000 | Common Collective Trust | — | — | $974K | 0.9% | |
| FLXFOCS CNSRV RTRMT R1 CIT GREAT GRAY TRUST · EIN 24-7000000 / PN 000 | Common Collective Trust | — | — | $562K | 0.5% | |
| FLXFOCS MOD 2035 R1 CIT GREAT GRAY TRUST · EIN 24-7000000 / PN 000 | Common Collective Trust | — | — | $57K | <0.1% | |
| FLXFOCS MOD RTRMT R1 CIT GREAT GRAY TRUST · EIN 24-7000000 / PN 000 | Common Collective Trust | — | — | $35K | <0.1% | |
| FLXFOCS AGGR RTRMT R1 CIT GREAT GRAY TRUST · EIN 24-0000000 / PN 000 | Common Collective Trust | — | — | $35K | <0.1% | |
| FLXFOCS MOD 2065 R1 CIT GREAT GRAY TRUST · EIN 24-7000000 / PN 000 | Common Collective Trust | — | — | $18K | <0.1% | |
| FLXFOCS AGGR 2045 R1 CIT GREAT GRAY TRUST · EIN 24-7000000 / PN 000 | Common Collective Trust | — | — | $4K | <0.1% | |
| FLXFOCS AGGR 2035 R1 CIT GREAT GRAY TRUST · EIN 24-7000000 / PN 000 | Common Collective Trust | — | — | $32 | <0.1% | |
| FLXFOCS CNSRV 2065 R1 CIT GREAT GRAY TRUST · EIN 24-7000000 / PN 000 | Common Collective Trust | — | — | $32 | <0.1% | |
| FLXFOCS AGGR 2025 R1 CIT GREAT GRAY TRUST · EIN 24-7000000 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLXFOCS AGGR 2055 R1 CIT GREAT GRAY TRUST · EIN 24-7000000 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLXFOCS CNSRV 2025 R1 CIT GREAT GRAY TRUST · EIN 24-7000000 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLXFOCS CNSRV 2045 R1 CIT GREAT GRAY TRUST · EIN 24-7000000 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLXFOCS MOD 2025 R1 CIT GREAT GRAY TRUST · EIN 24-7000000 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLXFOCS MOD 2045 R1 CIT GREAT GRAY TRUST · EIN 24-7000000 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEX FOCUS MODERATE 2055 FUND CLASS CIT GREAT GRAY TRUST · EIN 24-0000002 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
| INVESTMENT ADVISORY |
| $14K |
| — |
| IRON FINANCIAL | 99-9552241 | NORTHBROOK, IL | INVESTMENT ADVISORY | $7K | — |
