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Original filing (PDF)20250328130309NAL0001281617001
TRI-COUNTY WORKFORCE INVESTMENT BOARD, INC.
Form 5500-SF
FILING_RECEIVED
TRI-COUNTY WORKFORCE INVESTMENT BOARD, INC./CAREER T.R.A.C.K., INC. MONEY
Defined-contribution retirement plan
Active participants
20
Accounts w/ balance
27
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
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
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRI-COUNTY WORKFORCE INVESTMENT BOARD, INC..
Plan sponsor
Name
TRI-COUNTY WORKFORCE INVESTMENT BOARD, INC.
EIN
25-1865354
Address
112 HOLLYWOOD DR STE 201 · BUTLER, PA · 160015697
Phone
(724) 282-9341
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-28
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
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