Tricor, LLC's EIN is 39-1722612.
Download the official 2024 Form 5500 (PDF) for Tricor, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tricor, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | PORTLAND, OR | CONTRACT ADMINISTRATOR | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PENSION SPECIALISTS, LTD. | 36-3592542 | MACHESNEY PARK, IL | TPA ALLOWANCE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $37.2M | 87.3% | |
| [Assets held in participant loans] | Other | — | — | $208K | 0.5% |
