· 2022–2024 · DOL EFAST2

TRILOGY WAREHOUSE PARTNERS II, L — TRILOGY WAREHOUSE PARTNERS II, LLC 401K PLAN, Form 5500 (2023)

Original filing (PDF)20240806120436NAL0005178162001

TRILOGY WAREHOUSE PARTNERS II, L

Form 5500-SF

FILING_RECEIVED

TRILOGY WAREHOUSE PARTNERS II, LLC 401K PLAN

401(k) retirement plan

Active participants

0

Accounts w/ balance

2

Plan assets (EOY)

$277

Net assets (EOY)

$277

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

100

Total plan cost

n/a

Plan health

4

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRILOGY WAREHOUSE PARTNERS II, L.

Plan sponsor

Name

TRILOGY WAREHOUSE PARTNERS II, L

EIN

82-2585288all filings

Address

104 NORTH MAIN STREET · ST CHARLES, MO · 63301

Phone

(636) 757-5070

Industry

Transportation & Warehousingsee 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

2024-08-06

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

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