OpenERISA

Trilogy Financial Services, INC.

Irvine, CA, 92614

EIN 33-0845526
Plans
2
Total participants
746
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523110

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Trilogy Financial Services, INC. 401K Profit Sharing Plan128
2024Form 5500512Trilogy Financial Services, INC. Group Benefits Plan171
2023Form 5500001Trilogy Financial Services, INC. 401K Profit Sharing Plan115
2022Form 5500001Trilogy Financial Services, INC. 401K Profit Sharing Plan116
2021Form 5500001Trilogy Financial Services, INC. 401K Profit Sharing Plan99
2020Form 5500001Trilogy Financial Services, INC. 401K Profit Sharing Plan117

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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