Shavonne Gammage signed Trimont LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trimont LLC's EIN is 58-1524431.
Download the official 2024 Form 5500 (PDF) for Trimont LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trimont LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WHITE HORSE ADVISORS, LLC | 11-3695054 | — | INVESTMENT/FINANCIAL ADVI | $40K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $14.1M | 18.8% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $6.7M | 9.0% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $5.3M | 7.2% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $5.2M | 6.9% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $4.5M | 6.1% | |
| MACQUARIE SMALL CAP CORE R6 | Registered Investment Companies | — | — | $4.4M | 5.9% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $4.1M | 5.5% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $3.5M | 4.7% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $3.3M | 4.4% | |
| TRP CAP APPRECIATION I | Registered Investment Companies | — | — | $3.0M | 4.0% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $2.9M | 3.9% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $2.2M | 2.9% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $2.0M | 2.7% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $1.9M | 2.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.5M | 2.0% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $1.5M | 2.0% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $1.3M | 1.7% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $1.2M | 1.6% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $1.0M | 1.4% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $915K | 1.2% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $833K | 1.1% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $782K | 1.0% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $606K | 0.8% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $577K | 0.8% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $280K | 0.4% | |
| VANGUARD INT TERM TREAS - ADM | Registered Investment Companies | — | — | $201K | 0.3% | |
| TRP RETIREMENT 2065 I | Registered Investment Companies | — | — | $140K | 0.2% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $47K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA , LLP | 13-5381590 | — | ACCOUNTANT | $21K | — |
