Tristrux LLC 401k Plan — Form 5500 plan (Tristrux 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, Tristrux LLC 401k Plan is a benefit plan reported by Tristrux LLC under EIN 85-1009418 and plan number 001. The latest loaded filing year is 2023. The filing reports 449 participants and $8,198,605 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tristrux LLC
- EIN
- 85-1009418
- Plan number
- 001
- Plan type
- 2
- Location
- Wayne, NJ
- Latest filing year
- 2023
- Participants
- 449
- End-of-year plan assets
- $8,198,605
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 449 | H, C | 20240905074345NAL0010242323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,198,605
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,198,605
- Net assets (BOY)
- $5,562,263
Income & contributions
- Employer contributions
- $744,136
- Participant contributions
- $1,436,710
- Total contributions
- $2,775,922
- Total income / additions
- $3,936,240
Expenses & distributions
- Benefits paid
- $1,198,526
- Administrative expenses
- $83,578
- Total expenses
- $1,299,898
- Net increase / (decrease)
- $2,636,342
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $49,836 | $0 | 2023 |
| Valmark Securities Inc. | INVESTMENT/FINANCIAL ADVI | $16,870 | $0 | 2023 |