McKenzee Sturm signed Trexie Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trexie Management, LLC's EIN is 92-3346338.
Download the official 2024 Form 5500 (PDF) for Trexie Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trexie Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Tgt Rmt 2045 Inv Fund | Mutual Funds | — | $0 | $2.1M | 20.6% | |
| Vanguard Tgt Rmt 2055 Inv Fund | Mutual Funds | — | $0 | $1.9M | 18.5% | |
| Vanguard Tgt Rmt 2050 Inv Fund | Mutual Funds | — | $0 | $1.8M | 18.0% | |
| Vanguard Tgt Rmt 2060 Inv Fund | Mutual Funds | — | $0 | $1.4M | 13.6% | |
| Vanguard 500 Index Admiral Fd | Common Collective Trusts | — | $0 | $746K | 7.3% | |
| Vanguard Tgt Rmt 2035 Inv Fund | Mutual Funds | — | $0 | $539K | 5.3% | |
| Vanguard Tgt Rmt 2040 Inv Fund | Mutual Funds | — | $0 | $531K | 5.2% | |
| Vanguard Tgt Rmt Inc Inv Fund | Mutual Funds | — | $0 | $293K | 2.9% | |
| Vanguard Tgt Rmt 2030 Inv Fund | Mutual Funds | — | $0 | $267K | 2.6% | |
| Vanguard Tgt Rmt 2025 Inv Fund | Mutual Funds | — | $0 | $247K | 2.4% | |
| Vanguard Tgt Rmt 2065 Inv Fund | Mutual Funds | — | $0 | $139K | 1.4% | |
| Metropolitan Wt Tl Rtn Bd Plan | Other securities | — | $0 | $55K | 0.5% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | $0 | $40K | 0.4% | |
| Fidelity Emerg Mkt Index Fund | Common Collective Trusts | — | $0 | $38K | 0.4% | |
| Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | $0 | $38K | 0.4% | |
| Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | $0 | $33K | 0.3% | |
| Vanguard RE Index Adm Fund | Mutual Funds | — | $0 | $10K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
