· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TRILOGY MARKETING, INC. — TRILOGY MARKETING, INC.401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250519085905NAL0001003811001
TRILOGY MARKETING, INC.
Form 5500-SF
FILING_RECEIVED
TRILOGY MARKETING, INC.401(K) PLAN
401(k) retirement plan
Active participants
39
Accounts w/ balance
25
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TRILOGY MARKETING, INC.
.
Find decision makers
Plan sponsor
Name
TRILOGY MARKETING, INC.
EIN
38-3263729
Address
ONE TOWN SQUARE · SUITE 260 · SOUTHFIELD, MI · 480763702
Phone
(248) 643-4344
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-05-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
FABRICATED MATERIALS, INC.
FABRICATED MATERIALS, INC. EMPLOYEES' PROFIT SHARING PLAN 401(K)
$5.0M · 4 participants
NIPPON KAIJI KYOKAI
NIPPON KAIJI KYOKAI 401(K) PLAN
$5.0M · 21 participants
FRANK J MARTIN CO
FRANK J MARTIN CO 401(K) PROFIT SHARING PLAN & TRUST
$5.0M · 31 participants
MACSTADIUM, INC.
MACSTADIUM, INC. 401(K) PLAN
$5.0M · 81 participants
PARKER EXECUTIVE SEARCH, LLC
PARKER EXECUTIVE SEARCH EMPLOYEE SAVINGS & 401(K) PLAN
80
Knocking points off
64% 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$5.0M · 13 participants
EXECUTIVE MANAGEMENT SERVICES, INC.
EXECUTIVE MANAGEMENT SERVICES, INC. 401(K) PLAN
$5.0M · 166 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
