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Sponsor portfolio

SR TRIDENT, INC.

EIN 45-4303891-Construction-Latest filing 2024
Plans
2
Retirement
2
$981K assets
Welfare
0
Participants
157
PO BOX 592 - PORTLAND, TX 78374361-776-2662LinkedIn11-50 employees
Plans on this EIN
2 filings
#002CashBalance-$504K - 75 part#001401k-$478K - 82 part

Retirement portfolio analytics

2 plans aggregated / $981K assets / 157 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • CASH BALANCE PLAN (#002)51%
  • SR TRIDENT 401(K) (#001)49%
Total $981KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SR TRIDENT 401(K) (#001)82
  • CASH BALANCE PLAN (#002)75
Total 157Click 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#002

SR TRIDENT CASH BALANCE PLAN

CashBalance

Assets$504K
Participants75
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SR TRIDENT 401(K) PLAN

401k

Assets$478K
Participants82
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SR TRIDENT CASH BALANCE PLANCashBalance$504K752024
001SR TRIDENT 401(K) PLAN401k$478K822024
Retirement plans
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