How big is Tri Leadership Resources, LLC's plan?

Tri Leadership Resources, LLC's plan reported $957K in assets and 84 participants for 2024.

Original filing (PDF)20251013055959NAL0000315187001

Tri Leadership Resources, LLC

Name: Tri Leadership Resources, LLC — Team Tri 401(k) Plan, Form 5500 (2024)
Creator: Tri Leadership Resources, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Team Tri 401(k) Plan

401(k) retirement plan · Tri Leadership Resources, LLC's Team Tri 401(k) Plan held $957K in plan assets for 84 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$957K

Net assets (EOY)

$957K

People on this filing

Colleen Boeder signed Tri Leadership Resources, LLC's 2024 Form 5500 as plan administrator.

Colleen Boeder — 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 Leadership Resources, LLC's EIN is 93-1328492.

EIN 93-1328492

Plan number 001

Plan year 2024

ACK ID 20251013055959NAL0000315187001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tri Leadership Resources, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tri Leadership Resources, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 LEADERSHIP RESOURCES, LLC.

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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