How big is TR Insurance Services, Inc.'s plan?

TR Insurance Services, Inc.'s plan reported $119K in assets and 1 participants for 2024.

Original filing (PDF)20250718151526NAL0003312370001

TR Insurance Services, Inc.

Name: TR Insurance Services, Inc. — TR Insurance Services, Form 5500 (2024)
Creator: TR Insurance Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TR Insurance Services Inc. 401(k) Plan

401(k) retirement plan · TR Insurance Services, Inc.'s TR Insurance Services Inc. 401(k) Plan held $119K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$119K

Net assets (EOY)

$119K

People on this filing

Marcus Bowie signed TR Insurance Services, Inc.'s 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

TR Insurance Services, Inc.'s EIN is 84-5087224.

EIN 84-5087224

Plan number 001

Plan year 2024

ACK ID 20250718151526NAL0003312370001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TR Insurance Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TR Insurance Services, Inc.'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 TR INSURANCE SERVICES, INC.

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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