SAR Trilogy, LLC 401(k) Plan
What public Form 5500 filings show about the SAR Trilogy, LLC 401(k) plan — and how to find and check your own account.
The SAR Trilogy, LLC 401(k) on its latest Form 5500
SAR Trilogy, LLC (EIN 47-3502827) reports AERO CENTERS 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $31.6M in plan assets across 194 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full SAR Trilogy, LLC filing — schedules, fees, and providers.
Who runs the SAR Trilogy, LLC 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SAR Trilogy, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MFS FUNDS, FIDELITY, T ROWE PRICE RPS, TIAA-CREF, DIMENSIONAL FUNDS, DODGE & COX.
How to check your SAR Trilogy, LLC 401(k)
- Log in to Vanguard’s participant portal (the site on your statements).
- Ask SAR Trilogy, LLC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).