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Original filing (PDF)20250714140029NAL0000931555001
TRION INDUSTRIES, INC
Form 5500
FILING_RECEIVED
TRION INDUSTRIES, INC. EMPLOYEE'S 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
275
Accounts w/ balance
229
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
How this plan invests
This plan
3 pooled trusts
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Great Gray Trust Company Stable Value R1 Fund N/R" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRION INDUSTRIES, INC.
Plan sponsor
Name
TRION INDUSTRIES, INC
EIN
11-2122165
Address
297 LAIRD STREET · WILKES BARRE, PA · 187026904
Phone
(570) 824-1000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KRONICK KALADA BERDY & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW ENGLAND RETIREMENT CONSULTANTS | 20-5322603 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $53K | — |
Investments
12 direct securities · 3 pooled funds· $9.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$4.9M
12 holdings
Common Collective Trust
$4.7M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STABLE VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $2.7M | 28.7% | |
| Blackrock Total Return I Fund N/R | — | — | — | $1.6M | 16.5% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $1.3M | 13.7% | |
| Vanguard Group Vanguard Mid Cap Index Adm Fd N/R | — | — | — | $868K | 9.2% | |
| Vanguard Group Vanguard 500 Index Admiral Fd N/R | — | — | — | $777K | 8.2% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $653K | 6.9% | |
| Vanguard Group Vgd Ttl Intl Stk Idx Adm Fd N/R | — | — | — | $615K | 6.5% | |
| Eagle Financial Services, Inc. Carillon Eagle MidCapGwth R6 Fd N/R | — | — | — | $271K | 2.9% | |
| Dimensional Fund Advisors DFA US Targeted Value I Fund N/R | — | — | — | $240K | 2.5% | |
| Vanguard Group Vanguard Sm Cap Index Adm Fund N/R | — | — | — | $184K | 1.9% | |
| maturities from 2025 - 2029, account balances are collateral $0 | — | — | — | $167K | 1.8% | |
| (E) | — | — | — | $97K | 1.0% | |
| American Century Investments American Century SC Gr R6 Fd N/R | — | — | — | $97K | 1.0% | |
| MFS Investment Management MFS Mid Cap Value R6 Fund N/R | — | — | — | $22K | 0.2% | |
| Vanguard Group Vanguard Intl Growth Adm Fd N/R | — | — | — | $9K | <0.1% |