How big is Tri-State Financial Group's plan?

Tri-State Financial Group's plan reported $497K in assets and 3 participants for 2024.

Original filing (PDF)20250513074720NAL0013193011009

Tri-State Financial Group

Name: Tri-State Financial Group — Tristate Financial Group, Form 5500 (2024)
Creator: Tri-State Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tristate Financial Group 401(k) Profit Sharing Plan

401(k) retirement plan · Tri-State Financial Group's Tristate Financial Group 401(k) Profit Sharing Plan held $497K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$497K

Net assets (EOY)

$497K

People on this filing

Jeremy J. Schira signed Tri-State Financial Group's 2024 Form 5500 as plan administrator.

Jeremy J. Schira — 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-State Financial Group's EIN is 31-1451072.

EIN 31-1451072

Plan number 002

Plan year 2024

ACK ID 20250513074720NAL0013193011009

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tri-State Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tri-State Financial Group's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRI-STATE FINANCIAL GROUP.

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Plan health score

Top-tier plan health

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

Helping the score