Tritech Marketing 401(K) Plan — Form 5500 plan (Tritech Marketing, 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, Tritech Marketing 401(K) Plan is a benefit plan reported by Tritech Marketing, LLC under EIN 36-3604568 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $17,887,954 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tritech Marketing, LLC
EIN
36-3604568
Plan number
001
Plan type
2
Location
Burr Ridge, IL
Latest filing year
2023
Participants
207
End-of-year plan assets
$17,887,954

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023207H, C20240924140408NAL0013095905001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,887,954
Total liabilities (EOY)
$0
Net assets (EOY)
$17,887,954
Net assets (BOY)
$11,827,218

Income & contributions

Employer contributions
$262,033
Participant contributions
$1,303,594
Total contributions
$3,930,416
Total income / additions
$6,532,172

Expenses & distributions

Benefits paid
$440,107
Administrative expenses
$19,149
Total expenses
$471,436
Net increase / (decrease)
$6,060,736

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial ServicesFINANCIAL ADVISOR$0$37,3212023
Howard Simon & Assoc IncTPA$0$6,8832023

Related Form 5500 pages