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TRIMARC WEALTH MANAGEMENT LLC 401(k) Plan

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

Plan assets
$894K
Participants
3
Plans on file
1

The TRIMARC WEALTH MANAGEMENT LLC 401(k) on its latest Form 5500

TRIMARC WEALTH MANAGEMENT LLC (EIN 27-0198999) reports TRIMARC WEALTH MANAGEMENT LLC - 401(K) on its most recent Form 5500, with $894K in plan assets across 3 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 TRIMARC WEALTH MANAGEMENT LLC filing — schedules, fees, and providers.

Who runs the TRIMARC WEALTH MANAGEMENT LLC 401(k)?

TRIMARC WEALTH MANAGEMENT LLC’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 TRIMARC WEALTH MANAGEMENT LLCHR for the recordkeeper’s name and login.

How to check your TRIMARC WEALTH MANAGEMENT LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask TRIMARC WEALTH MANAGEMENT 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: TRIMARC WEALTH MANAGEMENT LLC — all Form 5500 filings (EIN 27-0198999) · New York employer EIN lookup · Form 5500 search
TRIMARC WEALTH MANAGEMENT LLC 401(k) Plan — Form 5500