How big is Tri-Star Title & Escrow LLC's plan?

Tri-Star Title & Escrow LLC's plan reported $72K in assets and 8 participants for 2025.

Original filing (PDF)20260430105612NAL0011990993001

Tri-Star Title & Escrow LLC

Name: Tri-Star Title & Escrow LLC — Tri-Star Title &, Form 5500 (2025)
Creator: Tri-Star Title & Escrow LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tri-Star Title & Escrow LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Tri-Star Title & Escrow LLC's Tri-Star Title & Escrow LLC 401(k) Profit Sharing Plan & Trust held $72K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$72K

Net assets (EOY)

$72K

People on this filing

Sheri Lynn Morgan signed Tri-Star Title & Escrow LLC's 2025 Form 5500 as plan administrator.

Sheri Lynn Morgan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Tri-Star Title & Escrow LLC's EIN is 20-2902696.

EIN 20-2902696

Plan number 001

Plan year 2025

ACK ID 20260430105612NAL0011990993001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Tri-Star Title & Escrow LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Tri-Star Title & Escrow LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRI-STAR TITLE & ESCROW LLC.

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Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off