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  1. Companies/
  2. The Tri-M Group, LLC
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

The Tri-M Group, LLC

EIN 04-3622615-construction-Latest filing 2025
Plans
3
Retirement
2
$100.7M assets
Health & Benefits
1
$443K premiums
Participants
1,574
206 GALE LANE - KENNETT SQUARE, PA 193481734610-444-1000tri-mgroup.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#005401(k)-$82.2M - 625 part#006ESOP-$18.5M - 477 part#501Mixed-$443K - 480 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $100.7M assets / 1,102 participants

Assets by plan

Share of aggregate retirement assets

  • & INVESTMENT PLAN (#005)$82.2M
  • EMPLOYEE STOCK OWNERSHIP (#006)$18.5M
Total $100.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • & INVESTMENT PLAN (#005)625
  • EMPLOYEE STOCK OWNERSHIP (#006)477
Total 1,102Select a row to open it

Benefits portfolio analytics

1 plan / $443K premiums / 480 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$392K
  • Life$343K
  • Short-term disability$343K
  • Long-term disability$343K
  • Vision$51K
Total $443K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#005

THE TRI-M GROUP, L.L.C. 401(K) SAVINGS & INVESTMENT PLAN

401(k)

Assets$82.2M
Participants625
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#006

THE TRI-M GROUP EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$18.5M
Participants477
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

THE TRI-M GROUP, LLC EMPLOYEE WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$443K
Covered lives480
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#005THE TRI-M GROUP, L.L.C. 401(K) SAVINGS & INVESTMENT PLAN401(k)$82.2M6252025
#006THE TRI-M GROUP EMPLOYEE STOCK OWNERSHIP PLANESOP$18.5M4772025
  • THE TRI-M GROUP, L.L.C. 401(K) SAVINGS & INVESTMENT PLAN$82.2M
    #005 · 401(k) · 2025625
  • THE TRI-M GROUP EMPLOYEE STOCK OWNERSHIP PLAN$18.5M
    #006 · ESOP · 2025477

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501THE TRI-M GROUP, LLC EMPLOYEE WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$443K4802025
  • THE TRI-M GROUP, LLC EMPLOYEE WELFARE BENEFIT PLAN$443K
    #501 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025480
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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