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Sponsor portfolio

TRIO ENGINEERING, INC

EIN 47-2758074-construction-Latest filing 2024
Plans
2
Retirement
2
$653K assets
Welfare
0
Participants
12
14525 ARMINTA ST - PANORAMA CITY, CA 91402714-315-1259LinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#002CashBalance-$456K - 6 part#001ProfitSharing-$197K - 6 part

Retirement portfolio analytics

2 plans aggregated / $653K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CASH BALANCE PENSION (#002)70%
  • PROFIT SHARING PLAN (#001)30%
Total $653KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#002)6
  • PROFIT SHARING PLAN (#001)6
Total 12Click 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

TRIO ENGINEERING, INC CASH BALANCE PENSION PLAN

CashBalance

Assets$456K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TRIO ENGINEERING, INC PROFIT SHARING PLAN

ProfitSharing

Assets$197K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TRIO ENGINEERING, INC CASH BALANCE PENSION PLANCashBalance$456K62024
001TRIO ENGINEERING, INC PROFIT SHARING PLANProfitSharing$197K62024
Retirement plans
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