Tryko Partners, LLC 401(K) Plan — Form 5500 plan (Tryko Partners, LLC)
Plain-English plan 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, Tryko Partners, LLC 401(K) Plan is a benefit plan reported by Tryko Partners, LLC under EIN 27-0587208 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,806 participants and $33,411,147 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tryko Partners, LLC
- EIN
- 27-0587208
- Plan number
- 001
- Plan type
- 2
- Location
- Brick, NJ
- Latest filing year
- 2023
- Participants
- 7,806
- End-of-year plan assets
- $33,411,147
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,806 | H, C | 20241015160826NAL0015046435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,411,147
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,411,147
- Net assets (BOY)
- $20,587,624
Income & contributions
- Employer contributions
- $889,743
- Participant contributions
- $7,380,234
- Total contributions
- $12,066,006
- Total income / additions
- $16,152,066
Expenses & distributions
- Benefits paid
- $3,133,602
- Administrative expenses
- $25,753
- Total expenses
- $3,328,543
- Net increase / (decrease)
- $12,823,523
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Research | ADVISOR | $0 | $52,012 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $20,753 | $0 | 2023 |
| United Planners Financial Services | ADVISOR | $0 | $7,937 | 2023 |
| Parkwood Associates, Inc. | ADVISOR | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tryko Partners, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Brick, NJ
- Cambridge Investment Research — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- United Planners Financial Services — Schedule C compensation
- Parkwood Associates, Inc. — Schedule C compensation