What public Form 5500 filings show about the Tri Leadership Resources, LLC 401(k) plan — and how to find and check your own account.
Tri Leadership Resources, LLC (EIN 93-1328492) reports TEAM TRI 401(K) PLAN on its most recent Form 5500, with $957K in plan assets across 84 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 Leadership Resources, LLC filing — schedules, fees, and providers.
Tri Leadership Resources, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Tri Leadership Resources, LLCHR for the recordkeeper’s name and login.
