Kathleen Noble signed Trilon Group Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trilon Group Holdings, LLC's EIN is 87-3821663.
Download the official 2024 Form 5500 (PDF) for Trilon Group Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trilon Group Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $327K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENE DYCUS CO., PA | 59-2235346 | — | ACCOUNTANT | $16K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $74K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENT IN RET TRUST XII GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $163.5M | 63.4% | |
| American Century Retirement Date 2035 Trust XII Common /Collective Trust | Common Collective Trusts | — | — | $28.6M | 11.1% | |
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $27.7M | 10.7% | |
| American Century Retirement Date 2030 Trust XII Common /Collective Trust | Common Collective Trusts | — | — | $22.6M | 8.8% | |
| American Century Retirement Date 2045 Trust XII Common /Collective Trust | Common Collective Trusts | — | — | $22.2M | 8.6% | |
| American Century Retirement Date 2040 Trust XII Common /Collective Trust | Common Collective Trusts | — | — | $21.0M | 8.1% | |
| American Century Retirement Date 2050 Trust XII Common /Collective Trust | Common Collective Trusts | — | — | $15.6M | 6.0% | |
| American Century Retirement Date 2025 Trust XII Common /Collective Trust | Common Collective Trusts | — | — | $15.0M | 5.8% | |
| American Century Retirement Date 2055 Trust XII Common /Collective Trust | Common Collective Trusts | — | — | $13.6M | 5.3% | |
| American Century In Retirement Trust XII Common /Collective Trust | Common Collective Trusts | — | — | $12.4M | 4.8% | |
| American Century Retirement Date 2060 Trust XII Common /Collective Trust | Common Collective Trusts | — | — | $9.5M | 3.7% | |
| AB US Large Cap Growth CIT W Series Class L Common /Collective Trust | Common Collective Trusts | — | — | $9.4M | 3.7% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $9.4M | 3.7% | |
| PUTNAM LARGE CP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $7.1M | 2.7% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $5.2M | 2.0% | |
| Capital Preservation Fund Stable value fund | Stable Value | — | — | $4.4M | 1.7% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $4.0M | 1.5% | |
| Principal LargeCap S&P 500 Index Separate Account-NE Pooled Separate Account | Pooled Separate Accounts | — | — | $4.0M | 1.5% | |
| Fidelity International Index Fund Registered Investment Company | Common Collective Trusts | — | — | $3.9M | 1.5% | |
| Self-directed brokerage accounts Self-Directed Brokerage Option | Self-Directed Brokerage | — | — | $3.9M | 1.5% | |
| Invesco Discovery Fund Registered Investment Company | Mutual Funds | — | — | $3.3M | 1.3% | |
| American Century Retirement Date 2065 Trust XII Common /Collective Trust | Common Collective Trusts | — | — | $3.2M | 1.2% | |
| Fidelity Small Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $2.8M | 1.1% | |
| Vanguard Federal Money Market Investor Fund Registered Investment Company | Mutual Funds | — | — | $2.8M | 1.1% | |
| PIMCO Income Fund Registered Investment Company | Mutual Funds | — | — | $2.2M | 0.9% | |
| Fidelity US Bond Index Registered Investment Company | Mutual Funds | — | — | $2.1M | 0.8% | |
| MFS International Diversification Fund Registered Investment Company | Mutual Funds | — | — | $1.9M | 0.8% | |
| maturing through December 2052 | Other securities | — | — | $1.5M | 0.6% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $1.3M | 0.5% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $1.2M | 0.5% | |
| BLACKROCK MID CAP GR EQ CL L1 GREAT GRAY TRUST COMPANY · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $1.2M | 0.5% | |
| John Hancock Bond Trust/MA Registered Investment Company | Common Stocks | — | — | $1.2M | 0.5% | |
| FRANKLN SMALL CAP VALUE GG R GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $1.1M | 0.4% | |
| ALLSPRING SP MIDCAP VAL E2 CIT SEI TRUST COMPANY · EIN 83-6834374 / PN 001 | Common Collective Trust | — | — | $943K | 0.4% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $845K | 0.3% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $768K | 0.3% | |
| COHEN & STEERS US REALTY RS FD SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $731K | 0.3% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $705K | 0.3% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $687K | 0.3% | |
| JOHN HANCOCK STABLE VALUE I6 F JOHN HANCOCK USA · EIN 45-3443543 / PN 000 | Common Collective Trust | — | — | $355K | 0.1% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $27K | <0.1% | |
| (E) | Other securities | — | — | $27K | <0.1% |
