2023 Form 5500 filing — Trion Solutions, Inc. 401(K) Profit Sharing 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 20241015141939NAL0048355248001) for Trion Solutions, Inc. 401(K) Profit Sharing Plan, reported by Trion Solutions, Inc. under EIN 46-1334892 and plan number 001. It reports 13,772 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141939NAL0048355248001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Trion Solutions, Inc.
- EIN
- 46-1334892
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 13,772
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,949,791
- Total liabilities (EOY)
- $91,772
- Net assets (EOY)
- $52,858,019
- Employer contributions
- $2,900,188
- Participant contributions
- $6,082,695
- Total income / additions
- $16,541,861
- Benefits paid
- $8,194,688
- Administrative expenses
- $733,716
- Total expenses
- $8,928,404
- Net increase / (decrease)
- $7,613,457
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Life Insurance Company | INVESTMENT ADVISORY | $533,190 | $55,571 |
| Ameriprise | INVESTMENT ADVISORY | $0 | $225,988 |
| Ppa/Tpa Vicki Rose | INVESTMENT ADVISORY | $121,032 | $18,000 |
| Fennter Mels Trom And Dooling Plc | INVESTMENT ADVISORY | $52,955 | not reported in the loaded dataset |
| Index Core - Passive Through Target | INVESTMENT ADVISORY | $27,302 | not reported in the loaded dataset |
| Ameritrade | INVESTMENT ADVISORY | $16 | not reported in the loaded dataset |