How big is Tri-State Medical Group, LLC's plan?

Tri-State Medical Group, LLC's plan reported $394K in assets and 8 participants for 2025.

Original filing (PDF)20260505101950NAL0000957249001

Tri-State Medical Group, LLC

Name: Tri-State Medical Group, LLC — Tri-State Medical, Form 5500 (2025)
Creator: Tri-State Medical Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tri-State Medical Group, LLC 401(k) Plan

401(k) retirement plan · Tri-State Medical Group, LLC's Tri-State Medical Group, LLC 401(k) Plan held $394K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$394K

Net assets (EOY)

$394K

People on this filing

Miranda Schwehr signed Tri-State Medical Group, LLC's 2025 Form 5500 as plan administrator.

Miranda Schwehr — 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 Medical Group, LLC's EIN is 35-1991187.

EIN 35-1991187

Plan number 001

Plan year 2025

ACK ID 20260505101950NAL0000957249001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Tri-State Medical Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Tri-State Medical Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

TRI-STATE MEDICAL GROUP, LLC

EIN

all filings

Address

6619 BROTHERHOOD WAY · FORT WAYNE, IN · 46825

Phone

(260) 426-1321

Industry

Health Care & Social Assistance

Plan administrator