How big is Tri United Management's plan?

Tri United Management's plan reported $70K in assets and 12 participants for 2024.

Original filing (PDF)20250720110907NAL0000367520001

Tri United Management

Name: Tri United Management — Form 5500 (2024)
Creator: Tri United Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Tri United Management held $70K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$70K

Net assets (EOY)

$70K

People on this filing

Shirley Horner signed Tri United Management's 2024 Form 5500 as plan administrator.

Shirley Horner — 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 United Management's EIN is 90-0913823.

EIN 90-0913823

Plan number 001

Plan year 2024

ACK ID 20250720110907NAL0000367520001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tri United Management'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 TRI UNITED MANAGEMENT.

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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