Mark Purdy signed TRL Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TRL Systems, Inc.'s EIN is 95-3609841.
Download the official 2024 Form 5500 (PDF) for TRL Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TRL Systems, Inc.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | WAYNE, PA | RECORDKEEPER | $9K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | TPA | $250 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MODERATE 2045 CLASS WILMINGTON TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $5.2M | 30.8% | |
| FLEXPATH INDEX MODERATE 2035 CLASS WILMINGTON TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $4.0M | 23.8% | |
| FLEXPATH INDEX MODERATE 2055 CLASS WILMINGTON TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $1.6M | 9.3% | |
| FLEXPATH INDEX MODERATE RETIREMENT WILMINGTON TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $1.4M | 8.3% | |
| FLEXPATH IDX AGGRESSIVE RET CLASS R WILMINGTON TRUST · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $533K | 3.2% | |
| WILMINGTON/BLACKROCK EQUITY INDEX 1 WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $512K | 3.0% | |
| JP Morgan Large Cap Growth R6 Mutual Fund N/A | Other securities | — | — | $509K | 3.0% | |
| FLEXPATH IDX AGGRESSIVE 2045 CLASS WILMINGTON TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $500K | 3.0% | |
| Transamerica Stable Value Focus Option Stable Value Fund N/A | Stable Value | — | — | $421K | 2.5% | |
| SMALL CAP VALUE III CLASS I1 PUTNAM · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $377K | 2.2% | |
| WILMINGTON/PUTNAM EQ INC LG CP VAL WILMINGTON TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $329K | 2.0% | |
| Federated Hermes MDT Small Cap Growth Instl Mutual Fund N/A | Other securities | — | — | $261K | 1.6% | |
| WILMINGTON/BLACKROCK U.S. DEBT INDE WILMINGTON TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $133K | 0.8% | |
| FLEXPATH IDX AGGRESSIVE 2055 CLASS WILMINGTON TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $116K | 0.7% | |
| Vanguard International Value Inv Mutual Fund N/A | Mutual Funds | — | — | $50K | 0.3% | |
| WILMINGTON/BLACKROCK EAFE EQUITY IN WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $31K | 0.2% | |
| FLEXPATH IDX AGGRESSIVE 2035 CLASS WILMINGTON TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $29K | 0.2% | |
| FLEXPATH INDEX MODERATE 2065 CLASS WILMINGTON TRUST · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $26K | 0.2% | |
| FlexPATH Index Conservative Retirement Class R3 Collective Investment Trust N/A | Common Collective Trusts | — | — | $26K | 0.2% | |
| FLEXPATH INDXCONSERVATIVE RETIREMEN WILMINGTON TRUST · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $26K | 0.2% | |
| FLEXPATH INDXCONSERVATIVE 2055 CLAS WILMINGTON TRUST · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $23K | 0.1% | |
| FLEXPATH INDXCONSERVATIVE 2045 CLAS WILMINGTON TRUST · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $13K | <0.1% | |
| FLEXPATH INDXCONSERVATIVE 2035 CLAS WILMINGTON TRUST · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $777 | <0.1% | |
| FLEXPATH IDX AGGRESSIVE 2065 CLASS WILMINGTON TRUST · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $678 | <0.1% | |
| FLEXPATH INDXCONSERVATIVE 2065 CLAS WILMINGTON TRUST · EIN 38-7271380 / PN 761 | Common Collective Trust | — | — | $452 | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 CLASS WILMINGTON TRUST · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX AGGRESSIVE 2025 CLASS WILMINGTON TRUST · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDXCONSERVATIVE 2025 CLAS WILMINGTON TRUST · 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.
| ALISO VIEJO, CA |
| INVESTMENT ADVISORY - PL |
| $59K |
| — |
