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Original filing (PDF)20251003102206NAL0000785891001
TRIGREEN EQUIPMENT, LLC
Form 5500
FILING_RECEIVED
TRIGREEN EQUIPMENT, LLC 401(K) PLAN
401(k) retirement plan
Active participants
574
Accounts w/ balance
428
Plan assets (EOY)
$26.1M
Net assets (EOY)
$26.1M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIGREEN EQUIPMENT, LLC.
Plan sponsor
Name
TRIGREEN EQUIPMENT, LLC
EIN
20-5462252
Address
1776 TRIGREEN DRIVE · ATHENS, AL · 35611
Phone
(256) 233-0339
Industry
Retail Tradesee 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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MAULDIN & JENKINS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $72K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AZALEA ADMINISTRATION LLC | — | MOBILE, AL | CONTRACT ADMIN | $4K | — |
Investments
33 direct securities · 1 pooled fund· $51.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$26.1M
33 holdings
Pooled Separate Account
$25.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASS MUTUAL LIFE INSURANCE CO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $25.6M | 98.0% | |
| Empower Pooled Separate Accounts American Funds 2040 Trgt Date Retire R6 | — | — | — | $4.1M | 15.9% | |
| Empower Pooled Separate Accounts American Funds 2035 Trgt Date Retire R6 | — | — | — | $4.0M | 15.4% | |
| Empower Pooled Separate Accounts American Funds 2045 Trgt Date Retire R6 | — | — | — | $3.0M | 11.7% | |
| Empower Pooled Separate Accounts American Funds 2030 Trgt Date Retire R6 | — | — | — | $2.9M | 11.1% | |
| Empower Pooled Separate Accounts American Funds 2025 Trgt Date Retire R6 | — | — | — | $2.2M | 8.3% | |
| Empower Pooled Separate Accounts American Funds 2020 Trgt Date Retire R6 | — | — | — | $1.5M | 5.8% | |
| Empower Pooled Separate Accounts American Funds 2050 Trgt Date Retire R6 | — | — | — | $1.3M | 5.2% | |
| Empower Pooled Separate Accounts American Funds 2055 Trgt Date Retire R6 | — | — | — | $1.3M | 4.8% | |
| Empower Pooled Separate Accounts American Funds 2010 Trgt Date Retire R6 | — | — | — | $878K | 3.4% | |
| Empower Pooled Separate Accounts American Funds 2060 Trgt Date Retire R6 | — | — | — | $791K | 3.0% | |
| Empower Pooled Separate Accounts Vanguard 500 Index Admiral | — | — | — | $658K | 2.5% | |
| Empower Pooled Separate Accounts American Funds Growth Fund of Amer R6 | — | — | — | $424K | 1.6% | |
| Participant Loans Range of Interest Rates Range From 3.25% To 8.50% | — | — | — | $351K | 1.3% | |
| Empower Pooled Separate Accounts American Funds 2065 Trgt Date Retire R6 | — | — | — | $337K | 1.3% | |
| Empower Pooled Separate Accounts Mfs Value R6 | — | — | — | $275K | 1.1% | |
| Empower Pooled Separate Accounts Cohen & Steers Real Estate Securities Z | — | — | — | $246K | 0.9% | |
| Empower Pooled Separate Accounts Vanguard Small Cap Index Adm | — | — | — | $223K | 0.9% | |
| Empower Pooled Separate Accounts Vanguard Mid Cap Index Admiral | — | — | — | $217K | 0.8% | |
| Empower Pooled Separate Accounts American Funds 2015 Trgt Date Retire R6 | — | — | — | $210K | 0.8% | |
| Empower Pooled Separate Accounts Vanguard Mid-Cap Value Index Admiral | — | — | — | $166K | 0.6% | |
| Empower Fixed Income Account General Account Group Annuity Contract | — | — | — | $165K | 0.6% | |
| Empower Pooled Separate Accounts Vanguard Total Intl Stock Index Admiral | — | — | — | $156K | 0.6% | |
| Empower Pooled Separate Accounts Blackrock Total Return K | — | — | — | $142K | 0.5% | |
| Empower Pooled Separate Accounts Vanguard Small Cap Value Index Admiral | — | — | — | $138K | 0.5% | |
| Empower Pooled Separate Accounts Vanguard Mid-Cap Growth Index Admiral | — | — | — | $91K | 0.3% | |
| Empower Pooled Separate Accounts Vanguard Total Bond Market Index Adm | — | — | — | $81K | 0.3% | |
| Empower Pooled Separate Accounts Neuberger Berman Genesis R6 | — | — | — | $52K | 0.2% | |
| Empower Pooled Separate Accounts American Funds American High-Inc R6 | — | — | — | $42K | 0.2% | |
| Empower Pooled Separate Accounts Pimco Diversified Inc Instl | — | — | — | $26K | <0.1% | |
| Empower Pooled Separate Accounts Mfs Corporate Bond R6 | — | — | — | $24K | <0.1% | |
| Empower Pooled Separate Accounts American Funds Europacific Growth R6 | — | — | — | $13K | <0.1% | |
| Empower Pooled Separate Accounts Hartford Schroders Intl Multi-Cp Val Sdr ** 945 * Empower Pooled Separate Accounts Lord Abbett Short Duration Income R6 | — | — | — | $10K | <0.1% | |
| Empower Pooled Separate Accounts Blackrock Inflation Protected Bond K | — | — | — | $4K | <0.1% |