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Filters:EIN 043622615 Clear all

Companies

companyThe Tri-M Group, LLC
$70.8Mreported plan assets
EIN: 04-3622615Location: PAPlans: 3Participants: 1,510Latest: 2023
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Plans

planThe Tri-M Group, L.L.C. 401(K) Savings & Investment PlanFinancial statementProvider compensation2023 filing
$63.9Mreported assets (EOY)
Sponsor: The Tri-M Group, L.L.C.EIN: 04-3622615Plan: 005Participants: 600Assets: $63,866,519Net assets: $63.9MAssets / participant: $106.4KLocation: Kennett Square, PALatest: 2023
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planThe Tri-M Group Employee Stock Ownership PlanFinancial statement2023 filing
$6.9Mreported assets (EOY)
Sponsor: The Tri-M Group, LLCEIN: 04-3622615Plan: 006Participants: 457Assets: $6,942,000Net assets: -$25.9MAssets / participant: $15.2KLocation: Kennett Square, PALatest: 2023
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planThe Tri-M Group, LLC Employee Welfare Benefit Plan2023 filing
Sponsor: The Tri-M Group, LLCEIN: 04-3622615Plan: 501Participants: 453Assets: not reported in the loaded datasetLocation: Kennett Square, PALatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — The Tri-M Group, L.L.C. 401(K) Savings & Investment Plan
Sponsor: The Tri-M Group, L.L.C.EIN: 04-3622615Plan: 005Ack ID: 20241014122459NAL0026138113001
filing2023 Form 5500 — The Tri-M Group Employee Stock Ownership Plan
Sponsor: The Tri-M Group, LLCEIN: 04-3622615Plan: 006Ack ID: 20241014121350NAL0013259971001
filing2023 Form 5500 — The Tri-M Group, LLC Employee Welfare Benefit Plan
Sponsor: The Tri-M Group, LLCEIN: 04-3622615Plan: 501Ack ID: 20240919141955NAL0006274465001