· 2022–2024 · DOL EFAST2

TRIAS MANAGEMENT SERVICES, INC. — CITIBANK PROTOTYPE PROFIT SHARING KEOGH PLAN FOR SELF-EMPLOYED AND CORPORATIONS, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251230130233NAL0010971827001

TRIAS MANAGEMENT SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

CITIBANK PROTOTYPE PROFIT SHARING KEOGH PLAN FOR SELF-EMPLOYED AND CORPORATIONS

Defined-contribution retirement plan

Signals · 1

Late filing · 1.5 mo

Active participants

3

Accounts w/ balance

—

Plan assets (EOY)

$854K

Net assets (EOY)

$854K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

94

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 1.5 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRIAS MANAGEMENT SERVICES, INC..

Plan sponsor

Name

TRIAS MANAGEMENT SERVICES, INC.

EIN

11-3123407

Address

306 COMMACK RD STE 100 · COMMACK, NY · 117253433

Phone

(631) 486-8626

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-12-30

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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