Triton Management Services, LLC's EIN is 90-0881315.
Download the official 2024 Form 5500 (PDF) for Triton Management Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Triton Management Services, LLC'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $89K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT, INC. | 33-0905143 | — | NONE | $40K | — |
| INDEPENDENT FINANCIAL GROUP, LLC | 71-0927304 |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Mutual Fund - | Common Collective Trusts | — | — | $9.6M | 20.7% | |
| EUROPACIFIC GROWTH CIT GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $5.1M | 11.0% | |
| PIMCO Total Return Instl Mutual Fund - | Mutual Funds | — | — | $4.9M | 10.6% | |
| MainStay Winslow Large Cap Growth I Mutual Fund - | Other securities | — | — | $4.8M | 10.3% | |
| LARGE CAP VALUE FUND GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $3.3M | 7.1% | |
| Standard Insurance Co Stable Asset Fund A Insurance company unallocated contract - | Common Stocks | — | — | $2.7M | 5.8% | |
| FLEXPATH INDEX+ MODERATE 2045 GREAT GRAY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $2.6M | 5.6% | |
| maturities vary -0- | Other securities | — | — | $2.1M | 4.6% | |
| JPMorgan Small Cap Growth R6 Mutual Fund - | Other securities | — | — | $2.0M | 4.4% | |
| Janus Henderson Enterprise N Mutual Fund - | Mutual Funds | — | — | $1.7M | 3.7% | |
| FLEXPATH INDEX+ MODERATE 2055 GREAT GRAY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $1.4M | 3.1% | |
| MFS Mid Cap Value R4 Mutual Fund - | Mutual Funds | — | — | $1.4M | 3.0% | |
| FLEXPATH INDEX+ MODERATE 2035 GREAT GRAY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $1.0M | 2.2% | |
| Vanguard Mid Cap Index Inv Mutual Fund - | Mutual Funds | — | — | $814K | 1.7% | |
| FLEXPATH INDEX+ CONS RET R1 GREAT GRAY · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $796K | 1.7% | |
| Vanguard Small Cap Index Admiral Mutual Fund - | Mutual Funds | — | — | $688K | 1.5% | |
| FLEXPATH INDEX+ MODERATE FUND GREAT GRAY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $617K | 1.3% | |
| Vanguard Developed Markets Index Admiral Mutual Fund - | Mutual Funds | — | — | $227K | 0.5% | |
| SMALL CAP GROWTH FUND II GREAT GRAY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $176K | 0.4% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund - | Mutual Funds | — | — | $132K | 0.3% | |
| FLEXPATH INDEX+ AGGRESIVE 2045 GREAT GRAY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $82K | 0.2% | |
| Metropolitan West Total Return Bond M Mutual Fund - | Other securities | — | — | $45K | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2055 GREAT GRAY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $4K | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2025 GREAT GRAY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2025 GREAT GRAY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $13K |
| — |
