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Sponsor portfolio

TRISTAR PENSION LTD

EIN 73-1553813-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
26
9150 N MAY AVENUE, SUITE A - OKLAHOMA CITY, OK 731202053405-848-4015
Plans on this EIN
2 filings
#001401k-$3.5M - 13 part#002CashBalance-$656K - 13 part

Retirement portfolio analytics

2 plans aggregated / $4.1M assets / 26 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • LTD 401K PLAN (#001)84%
  • CASH BALANCE PLAN (#002)16%
Total $4.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LTD 401K PLAN (#001)13
  • CASH BALANCE PLAN (#002)13
Total 26Click 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

TRISTAR PENSION LTD 401K PLAN

401k

Assets$3.5M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TRISTAR PENSION, LTD CASH BALANCE PLAN

CashBalance

Assets$656K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TRISTAR PENSION LTD 401K PLAN401k$3.5M132024
002TRISTAR PENSION, LTD CASH BALANCE PLANCashBalance$656K132025
Retirement plans
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