Original filing (PDF)20251013124719NAL0001334897001

TRI-HARMONY PROPERTIES LLC

Name: TRI-HARMONY PROPERTIES LLC — TRI-HARMONY PROPERTIES LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: TRI-HARMONY PROPERTIES LLC

Form 5500-SF

FILING_RECEIVED

TRI-HARMONY PROPERTIES LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 14.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRI-HARMONY PROPERTIES LLC.

Plan sponsor

Name

TRI-HARMONY PROPERTIES LLC

EIN

33-0853520

Address

18 ENDEAVOR STE 304 · IRVINE, CA · 926183177

Phone

(949) 288-3381

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-09-26

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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