What public Form 5500 filings show about the Tri Holdco, Inc. 401(k) plan — and how to find and check your own account.
Tri Holdco, Inc. (EIN 83-1643898) reports TRI HOLDCO., INC. 401(K) PLAN on its most recent Form 5500, with $29.9M in plan assets across 301 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 Tri Holdco, Inc. filing — schedules, fees, and providers.
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 Tri Holdco, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT, FLYNN SHOJINAGA & ASSOCIATES, JP MORGAN SECURITIES.
