Trimark Retirement Savings Plan — Form 5500 plan (Trimark Erf Holdings, 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, Trimark Retirement Savings Plan is a benefit plan reported by Trimark Erf Holdings, LLC. under EIN 32-0240384 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,895 participants and $221,251,954 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trimark Erf Holdings, LLC.
- EIN
- 32-0240384
- Plan number
- 002
- Plan type
- 2
- Location
- Mansfield, MA
- Latest filing year
- 2023
- Participants
- 3,895
- End-of-year plan assets
- $221,251,954
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,895 | H, C | 20240918142607NAL0004464097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $221,251,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $221,251,954
- Net assets (BOY)
- $187,177,242
Income & contributions
- Employer contributions
- $6,774,754
- Participant contributions
- $20,067,025
- Total contributions
- $31,113,515
- Total income / additions
- $62,755,085
Expenses & distributions
- Benefits paid
- $28,091,783
- Administrative expenses
- $534,535
- Total expenses
- $28,680,373
- Net increase / (decrease)
- $34,074,712
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $261,389 | $0 | 2023 |
| Global Retirement Partners LLC | ADVISOR | $124,949 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $68,980 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman | ACCOUNTANT/AUDITOR | $45,625 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trimark Erf Holdings, LLC.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Mansfield, MA
- Fidelity Investments Institutional — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Citrin Cooperman — Schedule C compensation