Trilogy Federal, LLC 401(K) P/S Plan — Form 5500 plan (Trilogy Federal, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Trilogy Federal, LLC 401(K) P/S Plan is a benefit plan reported by Trilogy Federal, LLC under EIN 26-4435075 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $14,860,227 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trilogy Federal, LLC
- EIN
- 26-4435075
- Plan number
- 001
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $14,860,227
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20241017104331NAL0055149168001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,860,227
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,860,227
- Net assets (BOY)
- $10,898,110
Income & contributions
- Employer contributions
- $685,554
- Participant contributions
- $1,696,357
- Total contributions
- $2,411,701
- Total income / additions
- $4,483,245
Expenses & distributions
- Benefits paid
- $480,713
- Administrative expenses
- $37,894
- Total expenses
- $521,128
- Net increase / (decrease)
- $3,962,117
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks LLC | BROKER/ADVISER | $0 | $60,252 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $21,356 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,200 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $7,338 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trilogy Federal, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Arlington, VA
- Cetera Advisor Networks LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation