Danielle McCoy signed Tri 3, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tri 3, Inc.'s EIN is 48-1097531.
Download the official 2024 Form 5500 (PDF) for Tri 3, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tri 3, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $972 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLICENTS INVESTMENT SOLUTIONS I |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Ret Blend Select Trust 2025 | Other securities | — | — | $1.8M | 47.0% | |
| T. Rowe Price T. Rowe Price Ret Blend Select Trust 2035 | Other securities | — | — | $481K | 12.8% | |
| T. Rowe Price T. Rowe Price Ret Blend Select Trust 2030 | Other securities | — | — | $282K | 7.5% | |
| iShares S&P 500 Index K | Common Collective Trusts | — | — | $229K | 6.1% | |
| T. Rowe Price T. Rowe Price Ret Blend Select Trust 2045 | Other securities | — | — | $168K | 4.5% | |
| T. Rowe Price T. Rowe Price Ret Blend Select Trust 2040 | Other securities | — | — | $116K | 3.1% | |
| T. Rowe Price T. Rowe Price Ret Blend Select Trust 2050 | Other securities | — | — | $115K | 3.0% | |
| T. Rowe Price T. Rowe Price Ret Blend Select Trust 2055 | Other securities | — | — | $90K | 2.4% | |
| Victory Sycamore Victory Sycamore Established Value R6 | Other securities | — | — | $80K | 2.1% | |
| Cohen & Steers Cohen & Steers Realty Shares L | Other securities | — | — | $66K | 1.7% | |
| iShares MSCI EAFE International Index K | Other securities | — | — | $39K | 1.0% | |
| T. Rowe Price T. Rowe Price Ret Blend Select Trust 2065 | Other securities | — | — | $39K | 1.0% | |
| Empower Key Guaranteed Portfolio Fund | Other securities | — | — | $35K | 0.9% | |
| Fidelity Advisor Intl Small Cap Z 1 Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $27K | 0.7% | |
| T. Rowe Price T. Rowe Price Ret Blend Select Trust 2060 | Other securities | — | — | $27K | 0.7% | |
| MFS Intl Diversification R6 | Mutual Funds | — | — | $26K | 0.7% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $23K | 0.6% | |
| PIMCO Income Instl | Mutual Funds | — | — | $23K | 0.6% | |
| Baird Core Baird Core Plus Bond Inst | Other securities | — | — | $20K | 0.5% | |
| iShares Russell Mid-Cap Index K | Other securities | — | — | $20K | 0.5% | |
| iShares Russell 2000 Small-Cap Index K | Common Collective Trusts | — | — | $18K | 0.5% | |
| American Funds American Funds Washington Mutual R6 | Mutual Funds | — | — | $17K | 0.5% | |
| Great Gray Trust Co. Mid Cap Growth Fund II Class R1 | Common Stocks | — | — | $17K | 0.5% | |
| American Century American Century Small Cap Value R6 | Other securities | — | — | $15K | 0.4% | |
| American Century American Century Emerging Markets R6 | Other securities | — | — | $11K | 0.3% | |
| 9.5% and maturing through 2027) | Bonds / Notes | — | — | $7K | 0.2% | |
| BLACKROCK TOTAL RETURN BOND CL 6 GREAT GRAY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $6K | 0.1% | |
| Great Gray Trust Co. Small Cap Growth Fund II Fee Class R1 | Common Stocks | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ALBERT LEA, MN |
| INVESTMENT ADVISOR |
| $9K |
| — |
