TRIUMPH FINANCIAL, INC. 401(k) Plan
What public Form 5500 filings show about the TRIUMPH FINANCIAL, INC. 401(k) plan — and how to find and check your own account.
The TRIUMPH FINANCIAL, INC. 401(k) on its latest Form 5500
TRIUMPH FINANCIAL, INC. (EIN 20-0477066) reports TRIUMPH FINANCIAL, INC. 401(K) PLAN on its most recent Form 5500, with $101.0M in plan assets across 1,562 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 TRIUMPH FINANCIAL, INC. filing — schedules, fees, and providers.
Who runs the TRIUMPH FINANCIAL, 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 TRIUMPH FINANCIAL, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS.
How to check your TRIUMPH FINANCIAL, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask TRIUMPH FINANCIAL, 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).