Trend Hr Retirement Savings Plan — Form 5500 plan (Thr Outsourcing, 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, Trend Hr Retirement Savings Plan is a benefit plan reported by Thr Outsourcing, LLC under EIN 81-3185457 and plan number 001. The latest loaded filing year is 2023. The filing reports 503 participants and $8,369,604 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thr Outsourcing, LLC
EIN
81-3185457
Plan number
001
Plan type
3
Location
Rockwall, TX
Latest filing year
2023
Participants
503
End-of-year plan assets
$8,369,604

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023503H, C20241015132357NAL0016480067001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,369,604
Total liabilities (EOY)
$0
Net assets (EOY)
$8,369,604
Net assets (BOY)
$6,746,502

Income & contributions

Employer contributions
$392,453
Participant contributions
$1,060,527
Total contributions
$1,629,088
Total income / additions
$2,714,897

Expenses & distributions

Benefits paid
$1,203,011
Administrative expenses
$86,793
Total expenses
$1,293,179
Net increase / (decrease)
$1,421,718

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameritas Life Insurance CorpNONE$49,348not reported in the loaded dataset2023
Rps Retirement Plan AdvisorsNONE$35,745not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$1,700$02023

Related Form 5500 pages