Original filing (PDF)20240926121043NAL0001135792001

TRI-W ENTERPRISES, INC.

Name: TRI-W ENTERPRISES, INC. — TRI-W ENTERPRISES, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN, Form 5500 (2023)
Creator: TRI-W ENTERPRISES, INC.

Form 5500-SF

FILING_RECEIVED

TRI-W ENTERPRISES, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRI-W ENTERPRISES, INC..

Plan sponsor

Name

TRI-W ENTERPRISES, INC.

EIN

95-1997773

Address

P.O. BOX 6149 · SANTA MARIA, CA · 93456

Phone

(805) 922-7378

Industry

Real Estatesee all

Plan administrator

Name

SANTA BARBARA PENSION CONSULTANTS, INC.

EIN

77-0307834

City

SANTA BARBARA, CA

Phone

(805) 568-3814

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2024-09-26

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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