Trilogy Financial Services, Inc.'s EIN is 33-0845526.
Download the official 2024 Form 5500 (PDF) for Trilogy Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trilogy Financial Services, Inc.'s plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | MALVERN, PA | PENSION CONSULTANT | $22K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
