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Original filing (PDF)20251015184443NAL0010803538001
TRIHEALTH, INC.
Form 5500
FILING_RECEIVED
TRIHEALTH 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
12,897
Accounts w/ balance
18,842
Plan assets (EOY)
$1.4B
Net assets (EOY)
$1.4B
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — 146% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIHEALTH, INC..
Plan sponsor
Name
TRIHEALTH, INC.
EIN
31-1438846
Address
625 EDEN PARK DRIVE · CINCINNATI, OH · 45202
Phone
(513) 569-6262
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
E&Y
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $1.5M | — |
| NEPC LLC | 26-1429809 | — | NONE | $75K | — |
| TEMPO HOLDING COMPANY LLC DBA ALIGH | 82-1061233 | — | NONE | $40K | — |
| ERNST & YOUNG LLP | 34-6565596 | — | NONE | $25K | — |
| VESTIA ADVISORS LLC | 82-1828832 | — | NONE | $8K | — |
| ENVESTNET ASSET MANAGEMENT LLC | 36-4319587 | — | NONE | $5K | — |
| TOTAL WEALTH PLANNING LLC | 47-0988610 | — | NONE | $5K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $3K | — |
Investments
28 direct securities· $1.2B(88% of reported assets)
Uncategorized
$1.2B
27 holdings
Mutual Funds
$35.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index I | — | — | — | $146.7M | 10.6% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $127.5M | 9.2% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $106.4M | 7.7% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $104.0M | 7.5% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $91.8M | 6.6% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $85.7M | 6.2% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $81.4M | 5.9% | |
| T. Rowe Price Blue Chip Growth | — | — | — | $63.5M | 4.6% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $45.6M | 3.3% | |
| Vanguard Extended Market IDX I | — | — | — | $37.9M | 2.7% | |
| Vanguard FTSE All-World EX-US Index Inst | — | — | — | $36.2M | 2.6% | |
| American Funds EuroPacific GR R5 | Mutual Funds | — | — | $35.2M | 2.5% | |
| Columbia Dividend Income Adv | — | — | — | $29.2M | 2.1% | |
| Hartford Total Return Bond Y ** – Janus Henderson Balanced T | — | — | — | $27.5M | 2.0% | |
| Vanguard Total Bond Market Index Inst | — | — | — | $26.2M | 1.9% | |
| Hartford Total Return Bond R6 | — | — | — | $25.8M | 1.9% | |
| Investment contract * EI Fixed Account - Series Class V | — | — | — | $25.5M | 1.8% | |
| Diamond Hill Small-Mid Cap Y | — | — | — | $23.2M | 1.7% | |
| Dodge & Cox Stock Fund - I | — | — | — | $22.3M | 1.6% | |
| Artisan Small Cap Institutional | — | — | — | $18.7M | 1.3% | |
| Vanguard Treasury Money Market Inv | — | — | — | $17.7M | 1.3% | |
| Vanguard Shrt Term Infl-Prot Sec Idx Ins | — | — | — | $10.0M | 0.7% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $9.9M | 0.7% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $9.2M | 0.7% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $7.5M | 0.5% | |
| Brandywineglobal – Global Opps Bond IS | — | — | — | $6.1M | 0.4% | |
| T. Rowe Price Retirement 2010 Fund | — | — | — | $2.8M | 0.2% | |
| T. Rowe Price Retirement 2005 Fund | — | — | — | $1.1M | <0.1% |