Crissa Nonken signed Treanor Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Treanor Inc.'s EIN is 48-1165626.
Download the official 2024 Form 5500 (PDF) for Treanor Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Treanor 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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Mutual fund | Common Collective Trusts | — | — | $3.7M | 10.5% | |
| Vanguard Target Ret 2030 Instl Mutual fund | Mutual Funds | — | — | $3.3M | 9.3% | |
| Invesco QQQ Trust Mutual fund | Mutual Funds | — | — | $2.9M | 8.1% | |
| Vanguard Target Ret 2040 Instl Mutual fund | Mutual Funds | — | — | $2.5M | 7.2% | |
| Vanguard Target Ret 2020 Instl Mutual fund | Mutual Funds | — | — | $2.3M | 6.4% | |
| Vanguard Intl Growth Admiral Mutual fund | Mutual Funds | — | — | $2.2M | 6.2% | |
| Ameri New Perspective Fund Mutual fund | Other securities | — | — | $2.0M | 5.8% | |
| Vanguard Value Index Admiral Mutual fund | Mutual Funds | — | — | $2.0M | 5.8% | |
| Fidelity Small Cap Index Mutual fund | Mutual Funds | — | — | $1.8M | 5.2% | |
| Vanguard Midcap Value Index Fund Admiral Mutual fund | Common Collective Trusts | — | — | $1.6M | 4.6% | |
| Blackrock Mid Cap Growth Equity Mutual fund | Other securities | — | — | $1.6M | 4.6% | |
| Vanguard Target Ret 2055 Instl Mutual fund | Mutual Funds | — | — | $907K | 2.6% | |
| Vanguard Target Ret 2050 Instl Mutual fund | Mutual Funds | — | — | $820K | 2.3% | |
| JPM Emerging Markets Equity Fund Mutual fund | Other securities | — | — | $793K | 2.2% | |
| Vanguard Target Ret 2045 Instl Mutual fund | Mutual Funds | — | — | $781K | 2.2% | |
| Vanguard Target Ret 2035 Instl Mutual fund | Mutual Funds | — | — | $687K | 1.9% | |
| JPM Core Plus Bond Fund Mutual fund | Other securities | — | — | $670K | 1.9% | |
| PIMCO Income Instl Mutual fund | Mutual Funds | — | — | $668K | 1.9% | |
| MORLEY STABLE VALUE FUND CLASS 75 UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $655K | 1.8% | |
| Vanguard Target Ret Inc Instl Mutual fund 103 Vanguard Tax-Managed Balanced Fund Adm Mutual fund | Mutual Funds | — | — | $637K | 1.8% | |
| Vanguard Target Ret 2025 Instl Mutual fund | Mutual Funds | — | — | $574K | 1.6% | |
| Vanguard Midcap Index Admiral Mutual fund | Mutual Funds | — | — | $339K | 1.0% | |
| Vanguard Target Ret 2060 Instl Mutual fund | Mutual Funds | — | — | $315K | 0.9% | |
| Lord Abbett Short Duration Income Fund Mutual fund | Mutual Funds | — | — | $312K | 0.9% | |
| PGIM Jennison Natural Resources Mutual fund | Other securities | — | — | $221K | 0.6% | |
| Federated Inst High Yield Bond Mutual fund | Other securities | — | — | $183K | 0.5% | |
| Various participants, interest rates * Notes receivable from participants ranging from 3.25%-9.50% | Bonds / Notes | — | — | $183K | 0.5% | |
| DFA US Sustainability Core 1 Portfolio Mutual fund | Mutual Funds | — | — | $158K | 0.4% | |
| DFA International Sustainability Core 1 Mutual fund | Mutual Funds | — | — | $116K | 0.3% | |
| Vanguard Small Cap Val Index Admiral Mutual fund | Mutual Funds | — | — | $111K | 0.3% | |
| Vanguard Target Ret 2065 Instl Mutual fund | Mutual Funds | — | — | $71K | 0.2% | |
| Schwab Fundamental International Equity Mutual fund | Mutual Funds | — | — | $53K | 0.1% | |
| Loomis Sayles Global Allocation Mutual fund | Other securities | — | — | $26K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
