How big is Tri-State Warehouse's plan?

Tri-State Warehouse's plan reported $1.4M in assets and 76 participants for 2024.

Original filing (PDF)20260112090209NAL0014985267001

Tri-State Warehouse

Name: Tri-State Warehouse — Tri-State Warehouse 401(k), Form 5500 (2024)
Creator: Tri-State Warehouse
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tri-State Warehouse 401(k) Profit Sharing Plan

401(k) retirement plan · Tri-State Warehouse's Tri-State Warehouse 401(k) Profit Sharing Plan held $1.4M in plan assets for 76 participants in 2024.

Signals · 1

Late filing · 1.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Whitney Bowman signed Tri-State Warehouse's 2024 Form 5500 as plan administrator.

Whitney Bowman — 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

Tri-State Warehouse's EIN is 62-1185035.

EIN 62-1185035

Plan number 001

Plan year 2024

ACK ID 20260112090209NAL0014985267001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tri-State Warehouse from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tri-State Warehouse's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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-STATE WAREHOUSE.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.9 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score