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Sponsor portfolio

TRI-STATE LIGHT & ENERGY, INC.

EIN 23-2459423-Construction-Latest filing 2025
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
48
855 SUSSEX BLVD. - BROOMALL, PA 19008610-789-1900
Plans on this EIN
2 filings
#001401k-$4.6M - 47 part#002CashBalance-$226K - 1 part

Retirement portfolio analytics

2 plans aggregated / $4.9M assets / 48 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • PROFIT SHARING PLAN (#001)95%
  • CASH BALANCE PLAN (#002)5%
Total $4.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)47
  • CASH BALANCE PLAN (#002)1
Total 48Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TRI-STATE LIGHT & ENERGY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$4.6M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

TRI-STATE LIGHT & ENERGY, INC. CASH BALANCE PLAN

CashBalance

Assets$226K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TRI-STATE LIGHT & ENERGY, INC. 401(K) PROFIT SHARING PLAN401k$4.6M472025
002TRI-STATE LIGHT & ENERGY, INC. CASH BALANCE PLANCashBalance$226K12025
Retirement plans
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