Trinova, Inc.'s EIN is 63-0517031.
Download the official 2024 Form 5500 (PDF) for Trinova, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trinova, Inc.'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 |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | — | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan JPMorgan Large Cap Growth R6 | Other securities | — | — | $2.0M | 18.0% | |
| s * JP Morgan American Century Equity Income R6 | Mutual Funds | — | — | $1.2M | 11.4% | |
| JP Morgan JPMorgan Investor Growth R6 | Other securities | — | — | $970K | 8.9% | |
| JP Morgan JPMorgan Investor Balanced R6 | Other securities | — | — | $916K | 8.4% | |
| JP Morgan Vanguard Equity-Income Adm 891 * JP Morgan Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $647K | 5.9% | |
| JP Morgan JPMorgan SmartRetirement 2035 R6 | Other securities | — | — | $594K | 5.5% | |
| JP Morgan Janus Henderson Triton N | Mutual Funds | — | — | $494K | 4.5% | |
| JPMorgan Janus Henderson Triton N 0 | Mutual Funds | — | — | $464K | 4.3% | |
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $333K | 3.1% | |
| Common Collective Trust Fund * JP Morgan JPMCB Stable Asset Income CF | Common Collective Trusts | — | — | $328K | 3.0% | |
| JP Morgan JPMorgan Mid Cap Growth R6 | Other securities | — | — | $327K | 3.0% | |
| JP Morgan DFA US Small Cap I | Mutual Funds | — | — | $240K | 2.2% | |
| JP Morgan JPMorgan SmartRetirement 2060 R6 | Other securities | — | — | $223K | 2.0% | |
| JP Morgan Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $194K | 1.8% | |
| JP Morgan Invesco Oppenheimer Int'l Growth R6 | Mutual Funds | — | — | $164K | 1.5% | |
| JP Morgan JPMorgan SmartRetirement 2025 R6 | Other securities | — | — | $160K | 1.5% | |
| JP Morgan JPMorgan SmartRetirement 2030 R6 | Other securities | — | — | $146K | 1.3% | |
| JP Morgan JPMorgan US Government MMKT Instl | Other securities | — | — | $144K | 1.3% | |
| JP Morgan JPMorgan SmartRetirement 2050 R6 | Other securities | — | — | $117K | 1.1% | |
| JP Morgan JPMorgan SmartRetirement 2055 R6 | Other securities | — | — | $114K | 1.0% | |
| JP Morgan Jhancock Bond R6 | Other securities | — | — | $97K | 0.9% | |
| maturing through October 2029 | Other securities | — | — | $90K | 0.8% | |
| JP Morgan Fidelity Select Retailing | Mutual Funds | — | — | $85K | 0.8% | |
| JP Morgan Fidelity Select Insurance Port | Mutual Funds | — | — | $79K | 0.7% | |
| JP Morgan Cohen & Steers Instl Realty Shares | Other securities | — | — | $76K | 0.7% | |
| JP Morgan Fidelity Select Health Care Svcs Port | Mutual Funds | — | — | $69K | 0.6% | |
| JP Morgan JPMorgan Emerging Mkts Eq R6 | Other securities | — | — | $64K | 0.6% | |
| JP Morgan JPMorgan Investor Growth & Income R6 | Other securities | — | — | $37K | 0.3% | |
| JP Morgan JPMorgan SmartRetirement 2040 R6 | Other securities | — | — | $30K | 0.3% | |
| JP Morgan Vanguard Short-Term Infl-Prot Sec IDX Adm | Common Collective Trusts | — | — | $20K | 0.2% | |
| JP Morgan Vanguard Utilities Index Adm | Mutual Funds | — | — | $17K | 0.2% | |
| JPMorgan BlackRock 40/60 Target Allocat 0 | Other securities | — | — | $9K | <0.1% | |
| JPMorgan Forfeitures 0 | Other securities | — | — | $5K | <0.1% | |
| JP Morgan JPMorgan SmartRetirement 2045 R6 | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
