Original filing (PDF)20251014131336NAL0004039216001

THE TRI-M GROUP, LLC

Name: THE TRI-M GROUP, LLC — THE TRI-M GROUP EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: THE TRI-M GROUP, LLC

Form 5500

FILING_RECEIVED

THE TRI-M GROUP EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

405

Accounts w/ balance

460

Plan assets (EOY)

$11.4M

Net assets (EOY)

-$20.1M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE TRI-M GROUP, LLC.

Plan sponsor

Name

THE TRI-M GROUP, LLC

EIN

04-3622615

Address

206 GALE LANE · KENNETT SQUARE, PA · 193481734

Phone

(610) 444-1000

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

006

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

CBIZ CPAS P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $11.4M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Tri-M Group Holding Corporation Common Stock	—	—	$36.0M	$11.4M	100.0%

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