Lydia Babbitt signed Trinity Consultants, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trinity Consultants, Inc.'s EIN is 75-1685884.
Download the official 2024 Form 5500 (PDF) for Trinity Consultants, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trinity Consultants, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$110K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $26K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index 191,865 units | Common Collective Trusts | — | $192K | $39.2M | 16.6% | |
| Fidelity Blue Chip Gr K6 880,770 units | Mutual Funds | — | $881K | $32.4M | 13.8% | |
| Fidelity Freedom 2040 K 1,479,226 units | Mutual Funds | — | $1.5M | $17.1M | 7.3% | |
| Fidelity Freedom 2050 K 1,040,564 units | Mutual Funds | — | $1.0M | $14.2M | 6.0% | |
| Fidelity Freedom 2035 K 855,444 units | Mutual Funds | — | $855K | $13.4M | 5.7% | |
| Fidelity Freedom 2045 K 737,591 units | Mutual Funds | — | $738K | $9.9M | 4.2% | |
| Fidelity Freedom 2030 K 554,846 units | Mutual Funds | — | $555K | $9.7M | 4.1% | |
| Fidelity Freedom 2055 K 542,753 units | Mutual Funds | — | $543K | $8.6M | 3.6% | |
| Mfs Mid Cap Grth R6 241,132 units | Mutual Funds | — | $241K | $7.6M | 3.2% | |
| Col Dividend Inc I2 178,903 units | Common Stocks | — | $179K | $6.0M | 2.6% | |
| Fidelity Freedom 2060 K 411,383 units | Mutual Funds | — | $411K | $6.0M | 2.5% | |
| Fidelity Low Priced Stk K 143,174 units | Mutual Funds | — | $143K | $5.8M | 2.5% | |
| Mfs Mid Cap Value R6 177,252 units | Mutual Funds | — | $177K | $5.6M | 2.4% | |
| Fidelity Intl Cap Appr K6 280,386 units | Mutual Funds | — | $280K | $4.5M | 1.9% | |
| Fidelity Freedom 2025 K 316,365 units | Mutual Funds | — | $316K | $4.3M | 1.8% | |
| Fidelity Govt Mmkt 4,195,154 units | Mutual Funds | — | $4.2M | $4.2M | 1.8% | |
| Fidelity Sm Cap Idx 143,832 units | Common Collective Trusts | — | $144K | $4.0M | 1.7% | |
| Fidelity Us Bond Idx 372,121 units | Common Collective Trusts | — | $372K | $3.8M | 1.6% | |
| Fidelity Intl Index 77,221 units | Mutual Funds | — | $77K | $3.7M | 1.6% | |
| s * Fidelity Capital & Income 351,293 units | Mutual Funds | — | $351K | $3.6M | 1.5% | |
| Fidelity Freedom 2020 K 234,545 units | Mutual Funds | — | $235K | $3.4M | 1.4% | |
| Brokerage Link COMMON STOCK | Self-Directed Brokerage | — | — | $3.2M | 1.3% | |
| Fidelity Extd Mkt Idx 31,070 units | Common Collective Trusts | — | $31K | $2.8M | 1.2% | |
| Fidelity Freedom 2065 K 207,956 units | Mutual Funds | — | $208K | $2.7M | 1.2% | |
| Fidelity Total Bond 264,270 units | Mutual Funds | — | $264K | $2.5M | 1.1% | |
| Fidelity Us Sustn Idx 82,730 units | Common Collective Trusts | — | $83K | $2.1M | 0.9% | |
| Oakmark Intl R6 64,103 units | Other securities | — | $64K | $1.6M | 0.7% | |
| Fidelity Sm Cap Gr K6 77,216 units | Mutual Funds | — | $77K | $1.4M | 0.6% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.2M | 0.5% | |
| Invs Eqv Em Allcp R6 33,547 units | Other securities | — | $34K | $1.1M | 0.5% | |
| Participant Loan Balances Various maturity dates through 2038; interest rates ranging from 3.25% to 9.50% | Bonds / Notes | — | — | $999K | 0.4% | |
| Calvert Equity I 10,447 units | Other securities | — | $10K | $969K | 0.4% | |
| Fidelity Real Estate Invs 23,793 units | Mutual Funds | — | $24K | $918K | 0.4% | |
| Fidelity Freedom 2015 K 75,464 units | Mutual Funds | — | $75K | $860K | 0.4% | |
| Fidelity Infl Pr Bd Idx 91,924 units | Common Collective Trusts | — | $92K | $817K | 0.3% | |
| Parnassus Core Eq Is 13,124 units | Other securities | — | $13K | $784K | 0.3% | |
| As Spl Sm Cap Val R6 16,657 units | Other securities | — | $17K | $670K | 0.3% | |
| FIDELITY FUND | Mutual Funds | — | — | $453K | 0.2% | |
| As Govt Secs Is 45,271 units | Other securities | — | $45K | $432K | 0.2% | |
| Fidelity Freedom Inc K 40,025 units | Mutual Funds | — | $40K | $422K | 0.2% | |
| Cash and Money Market Cash | Cash / Money Market | — | — | $389K | 0.2% | |
| EXTERNAL FUND | Other securities | — | — | $356K | 0.2% | |
| Fidelity Freedom 2010 K 24,612 units | Mutual Funds | — | $25K | $343K | 0.1% | |
| Certificate of deposit | Other securities | — | — | $150K | <0.1% |
