Althea Mothersill signed Tri-Starr Management Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tri-Starr Management Services, Inc.'s EIN is 74-2616688.
Download the official 2024 Form 5500 (PDF) for Tri-Starr Management Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tri-Starr Management Services, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $143K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLOSED DLR-SAGEPOINT FINANCIAL INC | 20-1741754 | TEMPE, AZ | ADVISOR | $33K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| OSAIC WEALTH INC |
| 93-0987232 |
| JERSEY CITY, NJ |
| ADVISORS |
| $12K |
| — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
