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TRIMARK INVESTMENTS, INC. — TRIMARK INVESTMENTS, INC. PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250506101059NAL0008870945001
TRIMARK INVESTMENTS, INC.
Form 5500-SF
FILING_RECEIVED
TRIMARK INVESTMENTS, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$13.5M
Net assets (EOY)
$13.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TRIMARK INVESTMENTS, INC.
.
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Plan sponsor
Name
TRIMARK INVESTMENTS, INC.
EIN
13-3280221
Address
C/O STEINMAN RESIDENCE 201 JOHN STR · GREENWICH, CT · 06831
Phone
(203) 802-9084
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-05-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Trustee / custodian
—
Trustee phone
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