2023 Form 5500 filing — Trend Hr Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015132357NAL0016480067001) for Trend Hr Retirement Savings Plan, reported by Thr Outsourcing, LLC under EIN 81-3185457 and plan number 001. It reports 503 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132357NAL0016480067001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Thr Outsourcing, LLC
- EIN
- 81-3185457
- Plan number
- 001
- Location
- Rockwall, TX
- Participants
- 503
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,369,604
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,369,604
- Employer contributions
- $392,453
- Participant contributions
- $1,060,527
- Total income / additions
- $2,714,897
- Benefits paid
- $1,203,011
- Administrative expenses
- $86,793
- Total expenses
- $1,293,179
- Net increase / (decrease)
- $1,421,718
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $49,348 | not reported in the loaded dataset |
| Rps Retirement Plan Advisors | NONE | $35,745 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $1,700 | $0 |