Sponsor portfolio
TRI HOLDCO, INC.
EIN 33-0336176financial servicesLatest filing 2024
Plans
1
Retirement
1
$106.8M assets
Welfare
0
Participants
329
600 COOLIDGE DE SUITE 300 - FOLSOM, CA 95630800-922-8348triholdco.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TRI HOLDCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $106.8M | 329 | 2024 |
Retirement plans
Welfare plans