Patty Wisniewski signed Trellance, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trellance, Inc.'s EIN is 59-2941216.
Download the official 2024 Form 5500 (PDF) for Trellance, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trellance, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 INS CO | 84-0467907 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | — | JERSEY CITY, NJ | NONE | $47K | — |
| FLORIDA RETIREMENT CONS | — | LAND O LAKES, FL |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEP ACCT SCAI MASSMUTUAL LIFE INS CO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $16.8M | 90.5% | |
| BLACKROCK EQUITY INDEX CLASS 1 Common Collective Trust | Common Collective Trusts | — | — | $2.8M | 15.1% | |
| MYWAYRETIREMENT INDEX 2035 " | Other securities | — | — | $2.3M | 12.5% | |
| MYWAYRETIREMENT INDEX 2045 " | Other securities | — | — | $1.4M | 7.4% | |
| MYWAYRETIREMENT INDEX 2030 " | Other securities | — | — | $1.2M | 6.4% | |
| MYWAYRETIREMENT INDEX 2050 " | Other securities | — | — | $1.2M | 6.4% | |
| MYWAYRETIREMENT INDEX RETIREMENT " | Other securities | — | — | $1.1M | 6.1% | |
| BLACKROCK MID CAP EQ INDEX CL1 " | Other securities | — | — | $993K | 5.3% | |
| BLACKROCK EAFE EQUITY INDEX-R " | Common Collective Trusts | — | — | $918K | 4.9% | |
| BLACKROCK RUSSELL 2000 INDEX-R " | Common Collective Trusts | — | — | $712K | 3.8% | |
| FIXED ACCOUNT Fixed Interest | Other securities | — | — | $651K | 3.5% | |
| MYWAYRETIREMENT INDEX 2055 " | Other securities | — | — | $560K | 3.0% | |
| BLACKROCK US DEBT INDEX CLASS 1 " | Other securities | — | — | $518K | 2.8% | |
| MYWAYRETIREMENT INDEX 2040 " | Other securities | — | — | $447K | 2.4% | |
| MYWAYRETIREMENT INDEX 2060 " | Other securities | — | — | $446K | 2.4% | |
| MYWAYRETIREMENT LARGE CAP GROWTH R " | Other securities | — | — | $439K | 2.4% | |
| MYWAYRETIREMENT MULTI-SECTOR BOND R " | Other securities | — | — | $379K | 2.0% | |
| MYWAYRETIREMENT CORE BOND R " | Other securities | — | — | $269K | 1.4% | |
| MYWAYRETIREMENT COMMODITIES FUND CL R " | Other securities | — | — | $255K | 1.4% | |
| Varying maturities; interest rates range between * Various participant loans 3.25% and 9.50% | Bonds / Notes | — | — | $219K | 1.2% | |
| MYWAYRETIREMENT LARGE CAP VALUE R " | Other securities | — | — | $155K | 0.8% | |
| MYWAY RETIREMENT SMALL CAP GROWTH R " | Other securities | — | — | $123K | 0.7% | |
| MYWAYRETIREMENT SMALL CAP VALUE R " | Other securities | — | — | $112K | 0.6% | |
| MYWAYRETIREMENT INTERNATIONAL GROWTH " | Other securities | — | — | $109K | 0.6% | |
| COLUMBIA OVERSEAS VALUE RJ " | Other securities | — | — | $102K | 0.5% | |
| MYWAYRETIREMENT MID CAP VALUE R " | Other securities | — | — | $88K | 0.5% | |
| MYWAYRETIREMENT INDEX 2065 " | Other securities | — | — | $59K | 0.3% | |
| MYWAYRETIREMENT MID CAP GROWTH R " | Other securities | — | — | $53K | 0.3% | |
| BLACKROCK U.S. TIPS INDEX CL 1 " | Other securities | — | — | $24K | 0.1% | |
| MYWAYRETIREMENT REAL ESTATE R " | Other securities | — | — | $19K | 0.1% | |
| MUWAYRETIREMENT GLOBAL BOND R " | Other securities | — | — | $15K | <0.1% | |
| MYWAYRETIREMENT EMERGING MARKETS R " | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $2K |
| — |
