Gregory McLaughlin signed Tripp Scott, P.A.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tripp Scott, P.A.'s EIN is 59-2624630.
Download the official 2024 Form 5500 (PDF) for Tripp Scott, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tripp Scott, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORD KEEPER | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUBIN WEALTH ADVISORS | 26-4272744 | — | SERVICE PROVIDER | $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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $11.6M | 22.4% | |
| American Funds American Balanced Fund R6 | Mutual Funds | — | — | $7.4M | 14.1% | |
| American Funds New Perspective Fund R6 | Mutual Funds | — | — | $4.7M | 9.1% | |
| American Funds Nw Prspctv R6 Registered Investment Company | Mutual Funds | — | — | $4.7M | 9.1% | |
| Great Gray Trust Large Cap Growth Fund II R1 | Other securities | — | — | $4.2M | 8.0% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $3.4M | 6.6% | |
| The Standard APEX Guaranteed Fixed W V3 | Other securities | — | — | $3.1M | 5.9% | |
| Great Gray Trust MyCompass Ind Mod 2035 Fd R6 | Other securities | — | — | $2.8M | 5.4% | |
| Great Gray Trust Large Cap Value Fund R1 | Other securities | — | — | $2.1M | 3.9% | |
| Loomis Sayles Loomis Sayles Core Plus Bd F N | Other securities | — | — | $1.6M | 3.1% | |
| Great Gray Trust MyCompass Ind Mod Ret Fd R6 | Other securities | — | — | $1.6M | 3.1% | |
| Victory Sycmr Est Vl Fd R6 Registered Investment Company | Common Stocks | — | — | $1.6M | 3.1% | |
| PIMCO Income Fund Ins | Mutual Funds | — | — | $1.2M | 2.4% | |
| Fidelity Growth Strategies K6 Fund | Mutual Funds | — | — | $1.2M | 2.3% | |
| Great Gray Trust International Growth Fund II R1 | Common Collective Trusts | — | — | $1.2M | 2.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.0M | 2.0% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | Mutual Funds | — | — | $1.0M | 2.0% | |
| Great Gray Trust Small Cap Growth Fund II R1 | Other securities | — | — | $777K | 1.5% | |
| Great Gray Trust MyCompass Ind Mod 2045 Fd R6 | Other securities | — | — | $753K | 1.4% | |
| Great Gray Trust Small Cap Value Fund III R1 | Other securities | — | — | $642K | 1.2% | |
| Great Gray Trust MyCompass Ind Mod 2055 Fd R6 | Other securities | — | — | $507K | 1.0% | |
| Great Gray Trust MyCompass Ind Cns Ret Fd R6 | Other securities | — | — | $256K | 0.5% | |
| JP Dance Enterprises, Inc. Joint Venture Interest | Common Stocks | — | — | $156K | 0.3% | |
| Great Gray Trust MyCompass Ind Agg Ret Fd R6 ** 941 Great Gray Trust MyCompass Ind Cns 2055 Fd R6 | Other securities | — | — | $137K | 0.3% | |
| Management * Voya Government Money Mkt F A | Cash / Money Market | — | — | $34K | <0.1% | |
| Great Gray Trust MyCompass Ind Agg 2055 Fd R6 | Other securities | — | — | $22K | <0.1% | |
| Great Gray Trust MyCompass Ind Agg 2045 Fd R6 | Other securities | — | — | $21K | <0.1% | |
| Great Gray Trust MyCompass Ind Agg 2065 Fd R6 | Other securities | — | — | $14K | <0.1% | |
| Great Gray Trust MyCompass Ind Agg 2035 Fd R6 | Other securities | — | — | $5K | <0.1% | |
| LARGE CAP VALUE CIT WILMINGTON TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2025 R3 GREAT GRAY · EIN 47-2950757 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH CIT WILMINGTON TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| SMALL CAP GROWTH II CIT GREAT GRAY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH FUND IV FEE CLASS GREAT GRAY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2045 R3 GREAT GRAY · EIN 47-3026996 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2055 R3 GREAT GRAY · EIN 47-3188067 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE RETIRE GREAT GRAY · EIN 47-2916729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2035 R3 GREAT GRAY · EIN 47-3002484 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP VALUE FUND CL I3 GREAT GRAY · EIN 38-4065329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2055 R3 GREAT GRAY · EIN 47-3170652 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2055 R GREAT GRAY · EIN 47-3216409 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2025 R3 GREAT GRAY · EIN 47-2935740 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ MODERATE RETIRE R3 GREAT GRAY · EIN 47-2851418 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2045 R3 GREAT GRAY · EIN 47-3071639 / PN 001 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | SERVICE PROVIDER | $0 | — |
