Kurt Lee signed Tri Holdco, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tri Holdco, Inc.'s EIN is 83-1643898.
Download the official 2022 Form 5500 (PDF) for Tri Holdco, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Tri Holdco, Inc.'s plan includes a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN SECURITIES | 13-4110995 | — | INVESTMENT MANAGEMENT | $53K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Tri HoldCo, Inc. 20,274,438 Common shares | Common Stocks | — | $73.4M | $81.5M | 87.9% | |
| J.P. Morgan Fixed income | Other securities | — | $7.1M | $7.0M | 7.5% | |
| J.P. Morgan Equities | Other securities | — | $1.8M | $2.3M | 2.5% | |
| J.P. Morgan Alternative investments | Other securities | — | $149K | $145K | 0.2% | |
| Five Star Bank Money market account | Cash / Money Market | — | $56K | $56K | <0.1% | |
| J.P. Morgan Money market fund | Cash / Money Market | — | $40K | $40K | <0.1% | |
| Five Star Bank Checking account | Other securities | — | $10K | $10K | <0.1% |
