HPH Financial Corp. DBA Trilogy Wealth Advisors (EIN 20-5809657) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $1.7M in plan assets and 9 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Trilogy Wealth Advisors 401(k) Plan | 001 | 9 | $1.7M |
20-5809657 is the Employer Identification Number (EIN) HPH Financial Corp. DBA Trilogy Wealth Advisors reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Ohio EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
