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TRIPART MANAGEMENT INC — TRIPART MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240819130743NAL0001601745001
TRIPART MANAGEMENT INC
Form 5500-SF
FILING_RECEIVED
TRIPART MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
119
Accounts w/ balance
13
Plan assets (EOY)
$73K
Net assets (EOY)
$73K
Plan health score (directional)
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
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TRIPART MANAGEMENT INC
.
Find decision makers
Plan sponsor
Name
TRIPART MANAGEMENT INC
EIN
45-3079912
Address
1118 CHESS DRIVE · FOSTER CITY, CA · 94404
Phone
(650) 312-9934
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-08-19
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)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 11% as many balances as active participants — suggests many active employees aren't deferring.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$73K · 2 participants
GMJ TECHNOLOGIES INC
GMJ TECHNOLOGIES INC 401(K) PROFIT SHARING PLAN & TRUST
$73K · 2 participants
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$88.3B
