THE TRI-M GROUP, L.L.C. 401(k) Plan
What public Form 5500 filings show about the THE TRI-M GROUP, L.L.C. 401(k) plan — and how to find and check your own account.
The THE TRI-M GROUP, L.L.C. 401(k) on its latest Form 5500
THE TRI-M GROUP, L.L.C. (EIN 04-3622615) reports THE TRI-M GROUP, L.L.C. 401(K) SAVINGS & INVESTMENT PLAN on its most recent Form 5500, with $72.8M in plan assets across 499 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 THE TRI-M GROUP, L.L.C. filing — schedules, fees, and providers.
Who runs the THE TRI-M GROUP, L.L.C. 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your THE TRI-M GROUP, L.L.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY GLOBAL BA.
How to check your THE TRI-M GROUP, L.L.C. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask THE TRI-M GROUP, L.L.C. 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).