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Original filing (PDF)20250724085311NAL0002331427001

TRI-MOR, CORP.

Form 5500
FILING_RECEIVED
TRI-MOR CORPORATION SAVINGS INCENTIVE PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
117
Accounts w/ balance
76
Plan assets (EOY)
Net assets (EOY)
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score
81
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
80
Knocking points off
  • No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
  • No recordkeeper disclosed on Schedule C.
  • 65% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRI-MOR, CORP..
Plan sponsor
Name
TRI-MOR, CORP.
EIN
34-1343671
Address
8530 N BOYLE PKWY · TWINSBURG, OH · 44087
Phone
(330) 963-3101
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $18K

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

InvestmentTypeCurrent value% of plan
MIP CL 1
FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024
Common Collective Trust
$18K100.0%

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