TORI ARD signed Triumph Protection Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Triumph Protection Group, Inc.'s EIN is 46-3519422.
Download the official 2024 Form 5500 (PDF) for Triumph Protection Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Triumph Protection Group, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, INC | — | ROSEVILLE, CA |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY ADV FREEDOM 2045 FD M | Registered Investment Companies | — | — | $284K | 29.0% | |
| FIDELITY ADV FREEDOM 2050 FD-M | Registered Investment Companies | — | — | $147K | 15.0% | |
| FIDELITY ADV FREEDOM 2060 FD-M | Registered Investment Companies | — | — | $105K | 10.7% | |
| FIDELITY ADV FREEDOM 2030 - M | Registered Investment Companies | — | — | $95K | 9.7% | |
| FIDELITY ADV FREEDOM 2040 - M | Registered Investment Companies | — | — | $81K | 8.3% | |
| FIDELITY ADV FREEDOM 2055 FD-M | Registered Investment Companies | — | — | $67K | 6.9% | |
| FIDADFR2035 | Registered Investment Companies | — | — | $64K | 6.5% | |
| NATIONWIDE S&P 500 INDEX - R | Registered Investment Companies | — | — | $42K | 4.3% | |
| STATE ST AGG STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 386 | Common Collective Trust | — | — | $41K | 4.2% | |
| FIDADFR2025 | Registered Investment Companies | — | — | $20K | 2.0% | |
| FIDELITY ADVISOR SM CAP VAL M 218 REGISTERED INVESTMENT COMPANY FIDELITY ADV FREEDOM 2010 - M 632 REGISTERED INVESTMENT COMPANY FIDELITY ADV FREEDOM INC. - M | Registered Investment Companies | — | — | $9K | 0.9% | |
| FIDADFR2015 | Registered Investment Companies | — | — | $8K | 0.9% | |
| AB SMALL CAP GROWTH R | Registered Investment Companies | — | — | $5K | 0.5% | |
| FIDELITY ADV FREEDOM 2020 - M | Registered Investment Companies | — | — | $4K | 0.4% | |
| DWS RREEF REAL EST SEC R | Registered Investment Companies | — | — | $3K | 0.3% | |
| INTL GROWTH AND INCOME R2E | Registered Investment Companies | — | — | $3K | 0.3% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $75 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $0 |
| — |
