How big is TRIO Solutions' plan?

TRIO Solutions' plan reported $318K in assets and 13 participants for 2024.

Original filing (PDF)20250718151702NAL0002882592001

TRIO Solutions

Name: TRIO Solutions — TRIO Solutions 401(k) Plan, Form 5500 (2024)
Creator: TRIO Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TRIO Solutions 401(k) Plan

401(k) retirement plan · TRIO Solutions' TRIO Solutions 401(k) Plan held $318K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$318K

Net assets (EOY)

$318K

People on this filing

Marcus Bowie signed TRIO Solutions' 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

TRIO Solutions' EIN is 57-1130965.

EIN 57-1130965

Plan number 001

Plan year 2024

ACK ID 20250718151702NAL0002882592001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TRIO Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TRIO Solutions' 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 TRIO SOLUTIONS.

Finding similar companies…

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