Filings through .
Tristar Pension Ltd
Matched across 7 name variants in the filings
Tristar Pension Ltd summary
Tristar Pension Ltd appears on 17 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $398M in assets for 9,149 participants. The median client plan holds $12.0M. Most client plans are sponsored in OK, TX and VA. The largest clients by plan assets are Balon Corporation, Delaware Nation Economic Development Authority and Gulfport Energy Corporation. Plans reported $275K in direct and indirect compensation paid to Tristar Pension Ltd. The median is $11K per plan.
- Participants
- 9,149
- Median plan assets
- $12.0M
- Median plan participants
- 353
- Median fees per plan
- $11K
- Schedule C direct + indirect
Top 17 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Balon Corporation | OK | $118M | 1,189 |
| Delaware Nation Economic Development Authority | OK | $54.0M | 2,093 |
| Gulfport Energy Corporation | OK | $49.0M | 353 |
| Chickasaw Holding Company | OK | $44.1M | 291 |
| Topographic Om, Inc | TX | $26.4M | 427 |
| Brady's Welding & Machine Shop, Inc. | OK | $17.3M | 485 |
| Xpress Wellness Urgent Care, LLC | OK | $14.7M | 1,223 |
| Pruett's Food, Inc. | OK | $13.9M | 503 |
| Pelco Products, Inc. | OK | $12.0M | 323 |
| R&K Enterprise Solutions, Inc. | VA | $10.2M | 169 |
| Elk Supply Company, LLC | OK | $10.2M | 173 |
| Bankonit, LLC | OK | $8.6M | 293 |
| Keybridge Technologies LLC | OK | $7.3M | 180 |
| Hammer Williams Company | OK | $5.0M | 500 |
| Southwest Orthopaedic Specialists, PLLC | OK | $4.4M | 142 |
| Chloeta Holdings LLC | OK | $2.2M | 256 |
| Diakonos Group, LLC | OK | $1.6M | 549 |
- Balon Corporation$118MOKParticipants 1,189
- OKParticipants 2,093
- OKParticipants 353
- OKParticipants 291
- Topographic Om, Inc$26.4MTXParticipants 427
- OKParticipants 485
- OKParticipants 1,223
- Pruett's Food, Inc.$13.9MOKParticipants 503
- Pelco Products, Inc.$12.0MOKParticipants 323
- VAParticipants 169
- Elk Supply Company, LLC$10.2MOKParticipants 173
- Bankonit, LLC$8.6MOKParticipants 293
- OKParticipants 180
- OKParticipants 500
- OKParticipants 142
- Chloeta Holdings LLC$2.2MOKParticipants 256
- Diakonos Group, LLC$1.6MOKParticipants 549
Top client states
- OK15 plans
- TX1 plan
- VA1 plan
Frequently asked questions
- Who uses Tristar Pension Ltd?
- 17 retirement plans list Tristar Pension Ltd as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Balon Corporation, Delaware Nation Economic Development Authority, Gulfport Energy Corporation, Chickasaw Holding Company and Topographic Om, Inc. Most client plans are sponsored in OK, TX and VA.
- How many plans does Tristar Pension Ltd serve?
- Tristar Pension Ltd serves 17 retirement plans with $398M in plan assets and 9,149 participants, based on the latest Form 5500 filings through 2024.
- What does Tristar Pension Ltd charge?
- Plans reported $275K in total Schedule C compensation paid to Tristar Pension Ltd. The median plan paid $11K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served17+2 YoYRank #959 of mapped providers
Assets under administration$398M0.0%Rank #6656 by share of filed assets
Fees received$275,098Median $11,399/planSum across Schedule C direct + indirect
Net wins YoY+12 won - 1 lostPlan-level switch detection
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