Clyde Noland signed Tresco, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tresco, Inc.'s EIN is 85-0201597.
Download the official 2024 Form 5500 (PDF) for Tresco, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tresco, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE TRUST COMPANY | 31-4156830 | COLUMBUS, OH | CUSTODIAN | $8K | — |
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | CUSTODIAN | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PATTISON PENSION SPECIALISTS |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 85-0437924 |
| ALBUQUERQUE, NM |
| THIRD PARTY ADMINISTRATO |
| $3K |
| — |
| PATTISON PENSON SPECIALISTS | — | ALBUQUERQUE, NM | THIRD PARTY ADMINISTRATO | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FLEX FOCUS MODERATE 2055 FUND NATIONWIDE · EIN 38-4126279 / PN 000 | Common Collective Trust | — | — | $917K | 26.1% | |
| FLEX FOCUS MODERATE RTRMT FUND NATIONWIDE · EIN 38-4126275 / PN 000 | Common Collective Trust | — | — | $638K | 18.2% | |
| FLEX FOCUS MODERATE 2045 FUND NATIONWIDE · EIN 38-4126278 / PN 000 | Common Collective Trust | — | — | $624K | 17.8% | |
| FLEX FOCUS MODERATE 2035 FUND NATIONWIDE · EIN 38-4126277 / PN 000 | Common Collective Trust | — | — | $391K | 11.2% | |
| FLEX FOCUS MODERATE 2065 FUND NATIONWIDE · EIN 38-7275335 / PN 000 | Common Collective Trust | — | — | $284K | 8.1% | |
| s * The Vanguard Group Vanguard Balanced Index Fund Admiral Shares | Mutual Funds | — | — | $122K | 3.5% | |
| Participant Loans Participant loans, secured by participant vested benefits (interest rates of 4.5% - 9.5%) | Bonds / Notes | — | — | $95K | 2.7% | |
| FLEX FOCUS AGGRESSIVE 2035 FUND NATIONWIDE · EIN 38-4126272 / PN 000 | Common Collective Trust | — | — | $78K | 2.2% | |
| Unallocated Contract Funds Held in Insurance Company General Account * Nationwide Financial Nationwide Fixed Select Option | Common Stocks | — | — | $67K | 1.9% | |
| The Vanguard Group Vanguard Totl Stk Mkt Indx Adm | Mutual Funds | — | — | $51K | 1.4% | |
| FLEX FOCUS AGGRESSIVE 2045 FUND NATIONWIDE · EIN 38-4126273 / PN 000 | Common Collective Trust | — | — | $42K | 1.2% | |
| Fidelity Management Trust Co. Fidelity 500 Index Fund | Common Collective Trusts | — | — | $38K | 1.1% | |
| FLEX FOCUS AGGRESSIVE 2055 FUND NATIONWIDE · EIN 38-4126274 / PN 000 | Common Collective Trust | — | — | $28K | 0.8% | |
| The Vanguard Group Vanguard Grwth Indx Adm Shares | Mutual Funds | — | — | $17K | 0.5% | |
| FLEX FOCUS CONSERVATIVE 2055 FUND NATIONWIDE · EIN 38-4126284 / PN 000 | Common Collective Trust | — | — | $14K | 0.4% | |
| PRIMECAP Odyssey Funds PRIMECAP Odyssey Stock Fund | Mutual Funds | — | — | $14K | 0.4% | |
| FLEX FOCUS CONSERVATIVE RTRMT FUND NATIONWIDE · EIN 38-4126280 / PN 000 | Common Collective Trust | — | — | $12K | 0.3% | |
| TIAA Investments Nuveen Core Impact Bond Fund - Class R6 | U.S. Treasuries | — | — | $12K | 0.3% | |
| The Vanguard Group Vanguard Real Est Indx Adm | Mutual Funds | — | — | $11K | 0.3% | |
| Federated Hermes Federated Hermes Government Obligations Premier Fund | Other securities | — | — | $11K | 0.3% | |
| The Vanguard Group Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $7K | 0.2% | |
| American Funds American Funds American Mutual R6 | Mutual Funds | — | — | $6K | 0.2% | |
| The Vanguard Group Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $6K | 0.2% | |
| Massachusetts Financial Services Co. MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $6K | 0.2% | |
| The Vanguard Group Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $5K | 0.1% | |
| The Vanguard Group Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | — | $4K | 0.1% | |
| FLEX FOCUS AGGRESSIVE RETIREMENT R1 NATIONWIDE · EIN 38-4126270 / PN 000 | Common Collective Trust | — | — | $3K | <0.1% | |
| The Vanguard Group Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $2K | <0.1% | |
| FLEX FOCUS CONSERVATIVE 2045 FUND NATIONWIDE · EIN 38-4126283 / PN 000 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEX FOCUS CONSERVATIVE 2035 FUND NATIONWIDE · EIN 38-4126282 / PN 000 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEX FOCUS AGGRESSIVE 2025 FUND NATIONWIDE · EIN 38-4126271 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEX FOCUS CONSERVATIVE 2025 FUND NATIONWIDE · EIN 38-4126281 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEX FOCUS MODERATE 2025 FUND NATIONWIDE · EIN 38-4126276 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
