Trion Solutions, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Trion Solutions, Inc.)
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, Trion Solutions, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Trion Solutions, Inc. under EIN 46-1334892 and plan number 001. The latest loaded filing year is 2023. The filing reports 13,772 participants and $52,949,791 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trion Solutions, Inc.
- EIN
- 46-1334892
- Plan number
- 001
- Plan type
- 3
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 13,772
- End-of-year plan assets
- $52,949,791
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,772 | H, C | 20241015141939NAL0048355248001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,949,791
- Total liabilities (EOY)
- $91,772
- Net assets (EOY)
- $52,858,019
- Net assets (BOY)
- $44,555,459
Income & contributions
- Employer contributions
- $2,900,188
- Participant contributions
- $6,082,695
- Total contributions
- $9,971,049
- Total income / additions
- $16,541,861
Expenses & distributions
- Benefits paid
- $8,194,688
- Administrative expenses
- $733,716
- Total expenses
- $8,928,404
- Net increase / (decrease)
- $7,613,457
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide Life Insurance Company | INVESTMENT ADVISORY | $533,190 | $55,571 | 2023 |
| Ameriprise | INVESTMENT ADVISORY | $0 | $225,988 | 2023 |
| Ppa/Tpa Vicki Rose | INVESTMENT ADVISORY | $121,032 | $18,000 | 2023 |
| Fennter Mels Trom And Dooling Plc | INVESTMENT ADVISORY | $52,955 | not reported in the loaded dataset | 2023 |
| Index Core - Passive Through Target | INVESTMENT ADVISORY | $27,302 | not reported in the loaded dataset | 2023 |
| Ameritrade | INVESTMENT ADVISORY | $16 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trion Solutions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Nationwide Life Insurance Company — Schedule C compensation
- Ameriprise — Schedule C compensation
- Ppa/Tpa Vicki Rose — Schedule C compensation
- Fennter Mels Trom And Dooling Plc — Schedule C compensation
- Index Core - Passive Through Target — Schedule C compensation
- Ameritrade — Schedule C compensation