Tri State Surplus Co., Inc. 401(k) Plan

The Tri State Surplus Co., Inc. 401(k) on its latest Form 5500

Tri State Surplus Co., Inc. (EIN 41-1901512) reports TRI STATE RETIREMENT PLAN on its most recent Form 5500, with $1.8M in plan assets across 8 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 State Surplus Co., Inc. filing — schedules, fees, and providers.

Who runs the Tri State Surplus Co., Inc. 401(k)?

Tri State Surplus Co., Inc.’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 State Surplus Co., Inc.HR for the recordkeeper’s name and login.

How to check your Tri State Surplus Co., Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Tri State Surplus Co., 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).