How big is Tri-Strategies' plan?

Tri-Strategies' plan reported $585K in assets and 5 participants for 2025.

Original filing (PDF)20260423220211NAL0002758227012

Tri-Strategies

Name: Tri-Strategies — Tri-Strategies 401(k) Plan, Form 5500 (2025)
Creator: Tri-Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tri-Strategies 401(k) Plan

401(k) retirement plan · Tri-Strategies' Tri-Strategies 401(k) Plan held $585K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$585K

Net assets (EOY)

$585K

Plan identifiers

Tri-Strategies' EIN is 36-4890228.

EIN 36-4890228

Plan number 001

Plan year 2025

ACK ID 20260423220211NAL0002758227012

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Tri-Strategies from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Tri-Strategies' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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-STRATEGIES.

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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