The Tri-m Group, L.l.c. 401(k) Plan: Login, Facts & Contact Information

The Tri-m Group, L.l.c. 401(k) Plan Facts

Plan name
THE TRI-M GROUP, L.L.C. 401(K) SAVINGS & INVESTMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE TRI-M GROUP, L.L.C.
Participants
583 (499 active employees)
Former employees with a balance
125
Plan assets
$72,819,506 at Dec 31, 2024
Average account balance
$116,885 across 623 accounts
Employer contributions
$1,216,087 in plan year 2024 (20% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 2002
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $6.15 million went into the plan in contributions, $1.22 million of it from the employer (20%).
  • $4.94 million was paid out to participants.
  • Investment and other income added $7.93 million.
  • Administrative expenses were $187,816, about $301 per account.

How the The Tri-m Group, L.l.c. 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019554$46.9 million$898,300$2.30 million
2020585$54.9 million$1.05 million$3.83 million
2021586$62.4 million$962,750$5.33 million
2022572$54.4 million$998,595$3.67 million
2023600$63.9 million$1.13 million$4.79 million
2024583$72.8 million$1.22 million$4.94 million

The Tri-m Group, L.l.c. 401(k) Contact Information

Phone
610-444-1000
Mailing address
206 GALE LANE, KENNETT SQUARE PA 193481734
Plan sponsor
THE TRI-M GROUP, L.L.C.
Employer identification number (EIN)
04-3622615
Plan number
005

Questions about the The Tri-m Group, L.l.c. 401(k)

Does The Tri-m Group, L.l.c contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.22 million, 20% of all contributions.

Does the The Tri-m Group, L.l.c 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the The Tri-m Group, L.l.c 401(k) plan?

583 participants at the start of plan year 2024, 499 of them active employees, and 125 former employees who still had money in the plan.

What is the average 401(k) balance at The Tri-m Group, L.l.c?

About $116,885 per account: $72.8 million in plan assets across 623 accounts with a balance at the end of plan year 2024.

Who manages the The Tri-m Group, L.l.c 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Tri-m Group, L.l.c. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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