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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

TRILOGY MANAGEMENT SERVICES, LLC 401(k) Plan

What public Form 5500 filings show about the TRILOGY MANAGEMENT SERVICES, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$193.7M
Participants
13,844
Plans on file
1

The TRILOGY MANAGEMENT SERVICES, LLC 401(k) on its latest Form 5500

TRILOGY MANAGEMENT SERVICES, LLC (EIN 32-0381871) reports TRILOGY MANAGEMENT SERVICES, LLC RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $193.7M in plan assets across 13,844 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 TRILOGY MANAGEMENT SERVICES, LLC filing — schedules, fees, and providers.

Who runs the TRILOGY MANAGEMENT SERVICES, LLC 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 Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your TRILOGY MANAGEMENT SERVICES, LLC 401(k).

How to check your TRILOGY MANAGEMENT SERVICES, LLC 401(k)

  • Log in to Merrill (Bank of America)’s participant portal (the site on your statements).
  • Ask TRILOGY MANAGEMENT SERVICES, LLC 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).
More on this employer: TRILOGY MANAGEMENT SERVICES, LLC — all Form 5500 filings (EIN 32-0381871) · Kentucky employer EIN lookup · Form 5500 search
TRILOGY MANAGEMENT SERVICES, LLC 401(k) Plan — Form 5500