Tri-Starr Management Services, Inc. 401(k) Plan
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.
The Tri-Starr Management Services, Inc. 401(k) on its latest Form 5500
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.
Who runs the Tri-Starr Management Services, Inc. 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 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): CLOSED DLR-SAGEPOINT FINANCIAL, OSAIC WEALTH, BLUECROSS BLUE SHIELD OF FLORIDA, STRATEGIC ADVISORS, SUNLIFE ASSURANCE OF CANADA.
How to check your Tri-Starr Management Services, Inc. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask Tri-Starr Management Services, Inc. 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).