Megan Bowden signed Triplepoint Acquisition Holdings LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Triplepoint Acquisition Holdings LLC's EIN is 99-3176698.
Download the official 2024 Form 5500 (PDF) for Triplepoint Acquisition Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Triplepoint Acquisition Holdings LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $50K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $8.2M | 9.7% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $7.6M | 8.9% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $7.0M | 8.3% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $6.7M | 7.9% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $6.0M | 7.1% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $5.5M | 6.5% | |
| Fidelity Management Trust Company Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.9M | 5.7% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $4.2M | 4.9% | |
| FLEXPATH+AGR 2045 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $3.5M | 4.1% | |
| FLEXPATH+AGR 2055 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $3.1M | 3.7% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $2.8M | 3.3% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $2.7M | 3.2% | |
| percent - | Other securities | — | — | $2.7M | 3.1% | |
| FLEXPATH+AGR 2035 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $2.3M | 2.7% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $2.1M | 2.5% | |
| American Beacon AB Large Cap Growth Fund | Other securities | — | — | $2.0M | 2.3% | |
| Fidelity Management Trust Company Managed Income Portfolio II - Class 2 | Mutual Funds | — | — | $1.4M | 1.7% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.3M | 1.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.3M | 1.5% | |
| FLEXPATH+MOD 2035 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $1.2M | 1.4% | |
| Columbia Threadneedle Investments Columbia Dividend Income Fund I | Other securities | — | — | $1.2M | 1.4% | |
| FLEXPATH+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 001 | Common Collective Trust | — | — | $978K | 1.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $737K | 0.9% | |
| FLEXPATH+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 001 | Common Collective Trust | — | — | $705K | 0.8% | |
| PIMCO Income Fund | Mutual Funds | — | — | $582K | 0.7% | |
| American Funds Bond Fund of America R6 | Mutual Funds | — | — | $562K | 0.7% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $550K | 0.6% | |
| Capital Group American Funds Balanced Fund | Mutual Funds | — | — | $497K | 0.6% | |
| American Funds New World Fund | Mutual Funds | — | — | $490K | 0.6% | |
| Fidelity Small Cap Value Index Fund | Common Collective Trusts | — | — | $464K | 0.5% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $442K | 0.5% | |
| FlexPath Index+ Aggressive 2065 R1 * 941 FlexPath Index+ Aggressive Retirement R1 | Other securities | — | — | $429K | 0.5% | |
| FLEXPATH+AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 001 | Common Collective Trust | — | — | $429K | 0.5% | |
| ClearBridge International Growth Fund | Other securities | — | — | $378K | 0.4% | |
| Fidelity Government Money Market Fund * 141 Fidelity Mid Cap Value Index Fund | Common Collective Trusts | — | — | $339K | 0.4% | |
| Great Gray Trust Company FlexPATH Index+ Moderate Retirement Fund | Common Stocks | — | — | $329K | 0.4% | |
| FLEXPATH+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 001 | Common Collective Trust | — | — | $329K | 0.4% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $264K | 0.3% | |
| American Funds Growth and Income R6 | Mutual Funds | — | — | $260K | 0.3% | |
| Fidelity Small Cap Growth Index Fund | Common Collective Trusts | — | — | $252K | 0.3% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $142K | 0.2% | |
| FLEXPATH+CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 001 | Common Collective Trust | — | — | $108K | 0.1% | |
| FLEXPATH+CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 001 | Common Collective Trust | — | — | $48K | <0.1% | |
| FlexPath Index+ Conservative Retirement R1 | Other securities | — | — | $40K | <0.1% | |
| FLEXPATH+CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2916729 / PN 001 | Common Collective Trust | — | — | $40K | <0.1% | |
| Fidelity Freedom 2070 Fund | Mutual Funds | — | — | $36K | <0.1% | |
| FLEXPATH+AGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271381 / PN 762 | Common Collective Trust | — | — | $941 | <0.1% | |
| FLEXPATH+AGR 2025 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 001 | 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.
| 04-2654524 |
| — |
| ADVISOR |
| $7K |
| — |
