How big is TR Advisory Services Inc.'s plan?

TR Advisory Services Inc.'s plan reported $32K in assets and 3 participants for 2023.

Original filing (PDF)20241003094555NAL0009703457001

TR Advisory Services Inc.

Name: TR Advisory Services Inc. — Form 5500 (2023)
Creator: TR Advisory Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · TR Advisory Services Inc. held $32K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$32K

Net assets (EOY)

$32K

People on this filing

Nick Rice signed TR Advisory Services Inc.'s 2023 Form 5500 as plan administrator.

Nick Rice — 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 Advisory Services Inc.'s EIN is 88-3304431.

EIN 88-3304431

Plan number 001

Plan year 2023

ACK ID 20241003094555NAL0009703457001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for TR Advisory Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

TR Advisory Services Inc.'s 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 TR ADVISORY 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