David Fuller signed Tri-State Electric, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tri-State Electric, Ltd.'s EIN is 74-3022814.
Download the official 2024 Form 5500 (PDF) for Tri-State Electric, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tri-State Electric, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M HOLDINGS SECURITIES | 91-1802259 | — | SERVICE PROVIDER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $7.1M | 97.5% | |
| MYCOMPASS IND MOD RET FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $3.6M | 48.9% | |
| MYCOMPASS IND MOD 2035 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $2.1M | 28.3% | |
| MYCOMPASS IND MOD 2045 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $821K | 11.2% | |
| MYCOMPASS IND MOD 2055 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $431K | 5.9% | |
| VANGRD GROWTH INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $68K | 0.9% | |
| MYCOMPASS IND CNS 2035 F R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $61K | 0.8% | |
| LARGE CAP GROWTH FUND R1 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $30K | 0.4% | |
| MYCOMPASS IND CNS 2045 F R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $26K | 0.4% | |
| VANGRD VALUE INDEX FUND ADM VANGRD VALUE INDEX FUND ADM · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $8K | 0.1% | |
| AMERICAN FUNDS NEW WORLD R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $7K | 0.1% | |
| LORD ABBETT HIGH YIELD FD R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $7K | <0.1% | |
| MYCOMPASS IND MOD 2065 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $5K | <0.1% | |
| VANGRD SM-CAP GRW INDEX FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $4K | <0.1% | |
| MYCOMPASS IND CNS 2055 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $4K | <0.1% | |
| MYCOMPASS IND CNS 2065 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $4K | <0.1% | |
| DFA COMMODITY STRATEG PRT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $3K | <0.1% | |
| VOYA GV MNY MKT F A (HLD ACCT) VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $1K | <0.1% | |
| MYCOMPASS IND AGG 2035 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $169 | <0.1% | |
| MYCOMPASS IND AGG 2065 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $43 | <0.1% | |
| MYCOMPASS IND MOD 2025 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $0 | <0.1% |
