Anna Wilson signed Trinity Presbyterian School, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trinity Presbyterian School, Inc.'s EIN is 63-0586676.
Download the official 2024 Form 5500 (PDF) for Trinity Presbyterian School, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trinity Presbyterian School, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SYNOVUS TRUST COMPANY N.A. | — | COLUMBUS, GA | OTHER | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Empower Annuity Insurance * Company of America Guaranteed Income Fund | Common Stocks | — | — | $1.9M | 22.9% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $1.4M | 16.7% | |
| T. ROWE US LG CAP GROWTH EQTY (IS P EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 828 | Pooled Separate Account | — | — | $1.0M | 12.3% | |
| Dodge & Cox Dodge & Cox Income X | Mutual Funds | — | — | $923K | 11.2% | |
| Vanguard Windsor Admiral | Mutual Funds | — | — | $717K | 8.7% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $604K | 7.4% | |
| T Rowe Price Mid-Cap Value I | Mutual Funds | — | — | $537K | 6.5% | |
| EAGLE MID CAP GROWTH FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 776 | Pooled Separate Account | — | — | $343K | 4.2% | |
| Dimensional Fund Advisors Inc US Targeted Value I | Mutual Funds | — | — | $226K | 2.8% | |
| Principal Small Cap Growth I R6 | Other securities | — | — | $143K | 1.7% | |
| Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $135K | 1.6% | |
| Nuveen International Equity Index R6 | Common Collective Trusts | — | — | $74K | 0.9% | |
| Vanguard Total Bond Index | Mutual Funds | — | — | $62K | 0.7% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $55K | 0.7% | |
| Vanguard IT TRS IDX Admiral | Common Collective Trusts | — | — | $16K | 0.2% | |
| Vanguard Short-Term Infl-Prot Sec Index Admiral | Mutual Funds | — | — | $5K | <0.1% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
