Original filing (PDF)20251002114839NAL0000283219001

TRISTAR RISK MANAGEMENT, INC.

Name: TRISTAR RISK MANAGEMENT, INC. — TRISTAR RISK MANAGEMENT, INC. 401(K) PLAN, Form 5500 (2024)
Creator: TRISTAR RISK MANAGEMENT, INC.

Form 5500

FILING_RECEIVED

TRISTAR RISK MANAGEMENT, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

53% in single holding

Active participants

762

Accounts w/ balance

1,010

Plan assets (EOY)

$75.4M

Net assets (EOY)

$75.4M

How this plan invests

This plan

1 pooled trust

Schedule D

3 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRISTAR RISK MANAGEMENT, INC..

Plan sponsor

Name

TRISTAR RISK MANAGEMENT, INC.

EIN

95-2791831

Address

100 OCEANGATE · SUITE 840 · LONG BEACH, CA · 90802

Phone

(562) 495-6600

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$57K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$18K	—

Investments

2 direct securities · 1 pooled fund· $570K(1% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust

$562K

1 holding

Uncategorized

$8K

2 holdings

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$562K	0.7%

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