Original filing (PDF)20230126153328NAL0008567251001

TRI GLOBAL ENERGY, LLC

Name: TRI GLOBAL ENERGY, LLC — TRI GLOBAL ENERGY, LLC 401(K) PLAN, Form 5500 (2022)
Creator: TRI GLOBAL ENERGY, LLC

Form 5500-SF

FILING_RECEIVED

TRI GLOBAL ENERGY, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRI GLOBAL ENERGY, LLC.

Plan sponsor

Name

TRI GLOBAL ENERGY, LLC

EIN

26-4003251

Address

17300 DALLAS PARKWAY · SUITE 2020 · DALLAS, TX · 75248

Phone

(972) 290-0825

Industry

Utilitiessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-11-09

Filed

2023-01-26

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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 providers

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