How big is Tri Generations LLC's plan?

Tri Generations LLC's plan reported $1.5M in assets and 81 participants for 2024.

Original filing (PDF)20250922151411NAL0006870755001

Tri Generations LLC

Name: Tri Generations LLC — Tri Generations LLC 401(k), Form 5500 (2024)
Creator: Tri Generations LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tri Generations LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Tri Generations LLC's Tri Generations LLC 401(k) Profit Sharing Plan & Trust held $1.5M in plan assets for 81 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Donna Turner signed Tri Generations LLC's 2024 Form 5500 as plan administrator.

Donna Turner — 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 Generations LLC's EIN is 20-5949402.

EIN 20-5949402

Plan number 001

Plan year 2024

ACK ID 20250922151411NAL0006870755001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tri Generations LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tri Generations LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 GENERATIONS 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