Trefz Corporation & Its Affiliates 401(k) Plan: Login, Facts & Contact Information
No Form 5500 has been filed for this plan since plan year 2021. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.
Trefz Corporation & Its Affiliates 401(k) Login
Retirement plan providers can change. This information is from the plan's 2021 filing.
Trefz Corporation & Its Affiliates 401(k) Plan Facts (plan year 2021)
Source: Form 5500 for plan year 2021 (Jan 1, 2021 – Dec 31, 2021), filed Jul 27, 2022. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2021
- $761,203 went into the plan in contributions, $186,564 of it from the employer (25%).
- $1.53 million was paid out to participants.
- Investment and other income added $3.11 million.
- Administrative expenses were $66,848, about $208 per account.
How the Trefz Corporation & Its Affiliates 401(k) changed, 2016–2021
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2016 | 948 | $34.8 million | $142,107 | $9.75 million |
| 2017 | 1,142 | $39.9 million | $150,516 | $2.17 million |
| 2018 | 1,062 | $21.2 million | $146,823 | $18.9 million |
| 2019 | 1,214 | $17.8 million | $162,583 | $7.15 million |
| 2020 | 1,249 | $20.2 million | $188,965 | $477,059 |
| 2021 | 1,199 | $22.4 million | $186,564 | $1.53 million |
Trefz Corporation & Its Affiliates 401(k) Contact Information
Questions about the Trefz Corporation & Its Affiliates 401(k)
Is the Trefz Corporation & Its Affiliates 401(k) plan still active?
We can't confirm that. The last Form 5500 on record for this plan covers plan year 2021, and no later filing was found under this employer's EIN.
Does Trefz Corporation & Its Affiliates contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2021 the employer contributed $186,564, 25% of all contributions.
Does the Trefz Corporation & Its Affiliates 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Trefz Corporation & Its Affiliates 401(k) plan?
1,199 participants at the start of plan year 2021, 1,024 of them active employees, and 99 former employees who still had money in the plan.
What is the average 401(k) balance at Trefz Corporation & Its Affiliates?
About $69,908 per account: $22.4 million in plan assets across 321 accounts with a balance at the end of plan year 2021.
Who manages the Trefz Corporation & Its Affiliates 401(k) accounts?
Ascensus is the plan's recordkeeper, which is where participants log in to see their balance.