Gregory Holzmeyer signed North Florida Sales Triple P Distributing Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
North Florida Sales Triple P Distributing Co., Inc.'s EIN is 61-0853834.
Download the official 2024 Form 5500 (PDF) for North Florida Sales Triple P Distributing Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)North Florida Sales Triple P Distributing Co., Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $62K | — |
| RETIREMENT SOLUTIONS SPECIALISTS | 27-0293282 | — | RECORDKEEPER | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AB Large Cap Growth | Other securities | — | — | $1.2M | 12.7% | |
| PUTNAM STABLE VALUE CLASS 75 PUTNAM · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.1M | 11.8% | |
| iShares S&P 500 Index | Common Collective Trusts | — | — | $1.0M | 10.8% | |
| Nationwide Bond Index | Other securities | — | — | $617K | 6.5% | |
| JP Morgan Total Return | Other securities | — | — | $604K | 6.4% | |
| Hartford Core Equity | Other securities | — | — | $561K | 5.9% | |
| Invesco Diversified Dividend | Mutual Funds | — | — | $558K | 5.9% | |
| MFS Value | Mutual Funds | — | — | $555K | 5.9% | |
| Participant Loans | Participant loans | — | — | $388K | 4.1% | |
| Federated Hermes Prudent Bear | Other securities | — | — | $209K | 2.2% | |
| BlackRock Inflation Protected Bond Inv | Other securities | — | — | $181K | 1.9% | |
| JP Morgan Government Bond | U.S. Treasuries | — | — | $180K | 1.9% | |
| Columbia US Treasury Index | U.S. Treasuries | — | — | $179K | 1.9% | |
| iShares MSCI EAFE International Index | Other securities | — | — | $163K | 1.7% | |
| Lazard International Strategic Eq Open | Other securities | — | — | $156K | 1.6% | |
| Janus Henderson Triton | Mutual Funds | — | — | $153K | 1.6% | |
| American Funds Europacific Growth | Mutual Funds | — | — | $144K | 1.5% | |
| Lazard Emerging Markets Equity | Other securities | — | — | $132K | 1.4% | |
| Nuveen Small Cap Value | Mutual Funds | — | — | $125K | 1.3% | |
| Franklin Small-Mid Cap Growth | Mutual Funds | — | — | $124K | 1.3% | |
| iShares Russell 2000 Small Cap Index | Common Collective Trusts | — | — | $121K | 1.3% | |
| PIMCO International Bond (USD-Hedged) | Mutual Funds | — | — | $109K | 1.1% | |
| Invesco Convertible Securities | Mutual Funds | — | — | $96K | 1.0% | |
| Victory Sycamore Established Value | Other securities | — | — | $95K | 1.0% | |
| Franklin Floating Rate Daily Access | Mutual Funds | — | — | $92K | 1.0% | |
| PGIM High Yield | Other securities | — | — | $81K | 0.8% | |
| Columbia Mid Cap Index | Other securities | — | — | $72K | 0.8% | |
| Invesco Global Real Estate Income | Mutual Funds | — | — | $70K | 0.7% | |
| PIMCO StocksPLUS Small | Mutual Funds | — | — | $47K | 0.5% | |
| BlackRock Natural Resources Inv | Other securities | — | — | $23K | 0.2% | |
| Ariel Investor | Other securities | — | — | $23K | 0.2% | |
| Franklin Gold and Precious Metals | Mutual Funds | — | — | $11K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
