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