What public Form 5500 filings show about the Tri-Starr Management Services, Inc. 401(k) plan — and how to find and check your own account.
Tri-Starr Management Services, Inc. (EIN 74-2616688) reports LEGACY 401(K) PLAN on its most recent Form 5500, with $38.6M in plan assets across 1,098 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-Starr Management Services, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Tri-Starr Management Services, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): OSAIC WEALTH, BLUECROSS BLUE SHIELD OF FLORIDA, SUNLIFE ASSURANCE OF CANADA, CLOSED DLR-SAGEPOINT FINANCIAL, STRATEGIC ADVISORS.
