Trical Group 401(K) Savings Plan — Form 5500 plan (Tss Corporate Services, 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, Trical Group 401(K) Savings Plan is a benefit plan reported by Tss Corporate Services, LLC under EIN 83-3977647 and plan number 001. The latest loaded filing year is 2023. The filing reports 985 participants and $191,280,226 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tss Corporate Services, LLC
- EIN
- 83-3977647
- Plan number
- 001
- Plan type
- 2
- Location
- Pinehurst, NC
- Latest filing year
- 2023
- Participants
- 985
- End-of-year plan assets
- $191,280,226
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 985 | H, C | 20241011134017NAL0021960001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $191,280,226
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $191,280,226
- Net assets (BOY)
- $165,258,949
Income & contributions
- Employer contributions
- $5,671,497
- Participant contributions
- $5,864,765
- Total contributions
- $12,696,789
- Total income / additions
- $37,070,267
Expenses & distributions
- Benefits paid
- $10,375,056
- Administrative expenses
- $581,731
- Total expenses
- $11,048,990
- Net increase / (decrease)
- $26,021,277
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Advocates Investment Mana | INVESTMENT ADVISOR | $325,799 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $130,480 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $125,452 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tss Corporate Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Pinehurst, NC
- Financial Advocates Investment Mana — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation