Christopher Coates signed TRA-MINW, P.S.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TRA-MINW, P.S.'s EIN is 91-0979582.
Download the official 2024 Form 5500 (PDF) for TRA-MINW, P.S. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TRA-MINW, P.S.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TORTOISE INVESTMENT MANAGEMENT, LLC | — | WHITE PLAINS, NY | NONE | $18K | — |
| COLUMBIA RIVER ADVISORS LLC | — | TACOMA, WA | NONE | $14K | — |
| HIGHTOWER ADVISORS LLC | — | CHICAGO, IL | NONE | $6K | — |
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.
| ENVESTNET ASSET MANAGEMENT LLC |
| — |
| CHICAGO, IL |
| NONE |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES ADV LLC | — | BOTHELL, WA | NONE | $43K | — |
| MORGAN STANLEY SMITH BARNEY | — | GIG HARBOR, WA | NONE | $24K | — |
| NWPS | 91-2090931 | — | NONE | $15K | — |
| CORIENT PRIVATE WEALTH LLC | — | MIAMI, FL | NONE | $13K | — |
| 25 LLC | — | ST LOUIS, MO | NONE | $7K | — |
| MIDWAY FINANCIAL WEALTH MANAGEMENT | — | BRIDGEVILLE, PA | NONE | $7K | — |
