Dr. Brandi P. Jones signed Trinity University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trinity University's EIN is 74-1109633.
Download the official 2024 Form 5500 (PDF) for Trinity University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trinity University's plan includes health coverage, dental coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMERITI RETIREMENT HEALTH SOLUTIONS | 57-1194227 | — | CONSULTANT | $32K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies Vanguard Target Retirement 2030 | Mutual Funds | — | — | $701K | 21.4% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $560K | 17.1% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $536K | 16.4% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $466K | 14.2% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $384K | 11.7% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $277K | 8.5% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $187K | 5.7% | |
| Vanguard Total Stock Market Index | Common Collective Trusts | — | — | $119K | 3.6% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $15K | 0.5% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $8K | 0.2% | |
| Vanguard Short Term Inflation Protected Securities Index | Mutual Funds | — | — | $6K | 0.2% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
