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  2. Tri Holdco, Inc.

Filings through Oct 24, 2026.

Tri Holdco, Inc.

EIN 33-0336176-financial services-Latest filing 2025
Plans
1
Retirement
1
$123.0M assets
Health & Benefits
0
Participants
304
600 COOLIDGE DE SUITE 300 - FOLSOM, CA 95630800-922-8348triholdco.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#002ESOP-$123.0M - 304 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#002

TRI HOLDCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$123.0M
Participants304
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002TRI HOLDCO, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$123.0M3042025
  • TRI HOLDCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN$123.0M
    #002 · ESOP · 2025304
Retirement plans
Health & Benefits plans
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