Thomas Acklen signed Tri Star Services, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tri Star Services, LLC's EIN is 62-1828852.
Download the official 2023 Form 5500 (PDF) for Tri Star Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Tri Star Services, LLC'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 |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $93K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY, INC. |
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 ADVISOR NEW INSIGHTS RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 944 | Pooled Separate Account | — | — | $2.8M | 12.4% | |
| Transamerica Life Insurance Company Invesco Diversified Dividend | Mutual Funds | — | — | $2.5M | 11.4% | |
| INVESCO DVFD DIV RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 574 | Pooled Separate Account | — | — | $2.5M | 11.4% | |
| PRUDENTIAL TOTAL RET BD RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 597 | Pooled Separate Account | — | — | $2.1M | 9.5% | |
| STATE STREET U.S. BOND INDEX RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $1.9M | 8.6% | |
| TA VANGUARD TOTAL STOCK MARKET INDE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $1.4M | 6.5% | |
| COLUMBIA CONTRARIAN CORE RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 025 | Pooled Separate Account | — | — | $1.3M | 5.9% | |
| Transamerica Life Insurance Company American Funds EuroPac Growth | Mutual Funds | — | — | $1.1M | 4.8% | |
| AMERICAN FUNDS EUROPACIFIC GR RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $1.1M | 4.8% | |
| TRANSAMERICA INTRNTL EQT RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 788 | Pooled Separate Account | — | — | $1.0M | 4.7% | |
| STATE STREET INTERNATIONAL INDEX RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $994K | 4.5% | |
| AMERICAN FUNDS NEW WORLD RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 625 | Pooled Separate Account | — | — | $967K | 4.3% | |
| FRANKLIN SMALL CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 945 | Pooled Separate Account | — | — | $910K | 4.1% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $886K | 4.0% | |
| JANUS HENDERSON TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 830 | Pooled Separate Account | — | — | $879K | 3.9% | |
| TA VANGUARD REAL ESTATE INDEX RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $875K | 3.9% | |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $769K | 3.5% | |
| Transamerica Life Insurance Company Stable Value Core Account | Stable Value | — | — | $750K | 3.4% | |
| Transamerica Life Insurance Company BlackRock High Yield Bond | Common Stocks | — | — | $497K | 2.2% | |
| BLACKROCK HI YLD BD RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 219 | Pooled Separate Account | — | — | $497K | 2.2% | |
| BNY MELLON GLOBAL FIXED INCOME RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 761 | Pooled Separate Account | — | — | $450K | 2.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-2808480 |
| — |
| INVESTMENT ADVISORY - PL |
| $49K |
| — |
