Civic Intelligence

The Tri-M Group LLC

Plan context: The Tri-M Group, L.L.C. 401(K)Savings & Investment Plan

EIN 04-3622615 • Kenneth Square, PA • 51 filings • 9 plans

204-06 Gale LaneKenneth Square, PA 19348
Current Snapshot

Latest Year

2024

2024 Participants

499

2024 Assets

$84,220,150

2024 Contributions

$8,345,942

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$84,220,150$42,110,075$0200220132024YearValue
$84,220,150Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

4992500200220132024YearValue
499Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20243499$84,220,150$8,345,942$16,725iApproximate average salary by contribution assumption: employee only about $418,133 at 4% or $278,756 at 6%; with 50% employer match about $278,756 at 4% or $185,837 at 6%; with 100% employer match about $209,067 at 4% or $139,378 at 6%.
The Tri-M Group, L.L.C. 401(K)Savings & Investment Plan-499$72,819,506$6,151,032$12,327iApproximate average salary by contribution assumption: employee only about $308,168 at 4% or $205,445 at 6%; with 50% employer match about $205,445 at 4% or $136,964 at 6%; with 100% employer match about $154,084 at 4% or $102,723 at 6%.
The Tri-M Group Employee Stock Ownership Plan-405$11,400,644$2,194,910$5,420iApproximate average salary by contribution assumption: employee only about $135,488 at 4% or $90,326 at 6%; with 50% employer match about $90,326 at 4% or $60,217 at 6%; with 100% employer match about $67,744 at 4% or $45,163 at 6%.
The Tri-M Group LLC Employee Welfare Benefit Plan-472---
20233468$70,808,519$7,587,271$16,212iApproximate average salary by contribution assumption: employee only about $405,303 at 4% or $270,202 at 6%; with 50% employer match about $270,202 at 4% or $180,135 at 6%; with 100% employer match about $202,651 at 4% or $135,101 at 6%.
The Tri-M Group, L.L.C. 401(K)Savings & Investment Plan-468$63,866,519$5,416,840$11,574iApproximate average salary by contribution assumption: employee only about $289,361 at 4% or $192,907 at 6%; with 50% employer match about $192,907 at 4% or $128,605 at 6%; with 100% employer match about $144,681 at 4% or $96,454 at 6%.
The Tri-M Group Employee Stock Ownership Plan-399$6,942,000$2,170,431$5,440iApproximate average salary by contribution assumption: employee only about $135,992 at 4% or $90,661 at 6%; with 50% employer match about $90,661 at 4% or $60,441 at 6%; with 100% employer match about $67,996 at 4% or $45,331 at 6%.
The Tri-M Group LLC Employee Welfare Benefit Plan-447---
20223459$59,830,640$7,308,863$15,923iApproximate average salary by contribution assumption: employee only about $398,086 at 4% or $265,391 at 6%; with 50% employer match about $265,391 at 4% or $176,927 at 6%; with 100% employer match about $199,043 at 4% or $132,695 at 6%.
The Tri-M Group, L.L.C. 401(K)Savings & Investment Plan-459$54,388,640$5,138,432$11,195iApproximate average salary by contribution assumption: employee only about $279,871 at 4% or $186,581 at 6%; with 50% employer match about $186,581 at 4% or $124,387 at 6%; with 100% employer match about $139,936 at 4% or $93,290 at 6%.
The Tri-M Group Employee Stock Ownership Plan-405$5,442,000$2,170,431$5,359iApproximate average salary by contribution assumption: employee only about $133,977 at 4% or $89,318 at 6%; with 50% employer match about $89,318 at 4% or $59,545 at 6%; with 100% employer match about $66,989 at 4% or $44,659 at 6%.
The Tri-M Group LLC Employee Welfare Benefit Plan-453---
20213480$62,570,772$5,006,745$10,431iApproximate average salary by contribution assumption: employee only about $260,768 at 4% or $173,845 at 6%; with 50% employer match about $173,845 at 4% or $115,897 at 6%; with 100% employer match about $130,384 at 4% or $86,923 at 6%.
The Tri-M Group, L.L.C. 401(K)Savings & Investment Plan-454$62,432,772$5,006,745$11,028iApproximate average salary by contribution assumption: employee only about $275,702 at 4% or $183,801 at 6%; with 50% employer match about $183,801 at 4% or $122,534 at 6%; with 100% employer match about $137,851 at 4% or $91,901 at 6%.
The Tri-M Group Employee Stock Ownership Plan-395$138,000--
The Tri-M Group LLC Employee Welfare Benefit Plan-480---
20202472$54,875,699$4,672,287$9,899iApproximate average salary by contribution assumption: employee only about $247,473 at 4% or $164,982 at 6%; with 50% employer match about $164,982 at 4% or $109,988 at 6%; with 100% employer match about $123,736 at 4% or $82,491 at 6%.
The Tri-M Group, L.L.C. 401(K)Savings & Investment Plan-472$54,875,699$4,672,287$9,899iApproximate average salary by contribution assumption: employee only about $247,473 at 4% or $164,982 at 6%; with 50% employer match about $164,982 at 4% or $109,988 at 6%; with 100% employer match about $123,736 at 4% or $82,491 at 6%.
The Tri-M Group LLC Employee Welfare Benefit Plan-390---
20192496$46,940,408$4,726,964$9,530iApproximate average salary by contribution assumption: employee only about $238,254 at 4% or $158,836 at 6%; with 50% employer match about $158,836 at 4% or $105,891 at 6%; with 100% employer match about $119,127 at 4% or $79,418 at 6%.
The Tri-M Group, L.L.C. 401(K)Savings & Investment Plan-496$46,940,408$4,726,964$9,530iApproximate average salary by contribution assumption: employee only about $238,254 at 4% or $158,836 at 6%; with 50% employer match about $158,836 at 4% or $105,891 at 6%; with 100% employer match about $119,127 at 4% or $79,418 at 6%.
The Tri-M Group LLC Employee Welfare Benefit Plan-421---
20182440$36,384,479$3,877,473$8,812iApproximate average salary by contribution assumption: employee only about $220,311 at 4% or $146,874 at 6%; with 50% employer match about $146,874 at 4% or $97,916 at 6%; with 100% employer match about $110,155 at 4% or $73,437 at 6%.
The Tri-M Group, L.L.C. 401(K)Savings & Investment Plan-440$36,384,479$3,877,473$8,812iApproximate average salary by contribution assumption: employee only about $220,311 at 4% or $146,874 at 6%; with 50% employer match about $146,874 at 4% or $97,916 at 6%; with 100% employer match about $110,155 at 4% or $73,437 at 6%.
The Tri-M Group LLC Employee Welfare Benefit Plan-392---
20173412$37,280,629$3,823,675$9,281iApproximate average salary by contribution assumption: employee only about $232,019 at 4% or $154,679 at 6%; with 50% employer match about $154,679 at 4% or $103,120 at 6%; with 100% employer match about $116,010 at 4% or $77,340 at 6%.
The Tri-M Group, L.L.C. 401(K)Savings & Investment Plan-405$37,280,629$3,823,675$9,441iApproximate average salary by contribution assumption: employee only about $236,029 at 4% or $157,353 at 6%; with 50% employer match about $157,353 at 4% or $104,902 at 6%; with 100% employer match about $118,015 at 4% or $78,676 at 6%.
The Tri-M Group LLC Employee Welfare Benefit Plan-412---
The Tri-M Group LLC Employee Welfare Benefit Plan-412---
20162400$29,856,787$2,894,634$7,237iApproximate average salary by contribution assumption: employee only about $180,915 at 4% or $120,610 at 6%; with 50% employer match about $120,610 at 4% or $80,407 at 6%; with 100% employer match about $90,457 at 4% or $60,305 at 6%.
The Tri-M Group, L.L.C. 401(K)Savings & Investment Plan-400$29,856,787$2,894,634$7,237iApproximate average salary by contribution assumption: employee only about $180,915 at 4% or $120,610 at 6%; with 50% employer match about $120,610 at 4% or $80,407 at 6%; with 100% employer match about $90,457 at 4% or $60,305 at 6%.
The Tri-M Group LLC Employee Welfare Benefit Plan-391---
20152419$29,224,840$2,900,692$6,923iApproximate average salary by contribution assumption: employee only about $173,072 at 4% or $115,382 at 6%; with 50% employer match about $115,382 at 4% or $76,921 at 6%; with 100% employer match about $86,536 at 4% or $57,691 at 6%.
The Tri-M Group, L.L.C. 401(K)Savings & Investment Plan-419$29,224,840$2,900,692$6,923iApproximate average salary by contribution assumption: employee only about $173,072 at 4% or $115,382 at 6%; with 50% employer match about $115,382 at 4% or $76,921 at 6%; with 100% employer match about $86,536 at 4% or $57,691 at 6%.
The Tri-M Group LLC Employee Welfare Benefit Plan-400---
20142398$27,492,794$2,760,065$6,935iApproximate average salary by contribution assumption: employee only about $173,371 at 4% or $115,581 at 6%; with 50% employer match about $115,581 at 4% or $77,054 at 6%; with 100% employer match about $86,685 at 4% or $57,790 at 6%.
The Tri-M Group, L.L.C. 401(K)Savings & Investment Plan-398$27,492,794$2,760,065$6,935iApproximate average salary by contribution assumption: employee only about $173,371 at 4% or $115,581 at 6%; with 50% employer match about $115,581 at 4% or $77,054 at 6%; with 100% employer match about $86,685 at 4% or $57,790 at 6%.
The Tri-M Group LLC Employee Welfare Benefit Plan-380---
20132426$26,144,229$1,725,552$4,051iApproximate average salary by contribution assumption: employee only about $101,265 at 4% or $67,510 at 6%; with 50% employer match about $67,510 at 4% or $45,007 at 6%; with 100% employer match about $50,632 at 4% or $33,755 at 6%.
The Tri-M Group, L.L.C. 401(K)Savings & Investment Plan-426$26,144,229$1,725,552$4,051iApproximate average salary by contribution assumption: employee only about $101,265 at 4% or $67,510 at 6%; with 50% employer match about $67,510 at 4% or $45,007 at 6%; with 100% employer match about $50,632 at 4% or $33,755 at 6%.
The Tri-M Group LLC Employee Welfare Benefit Plan-297---
20122373$21,333,019$2,149,936$5,764iApproximate average salary by contribution assumption: employee only about $144,098 at 4% or $96,065 at 6%; with 50% employer match about $96,065 at 4% or $64,043 at 6%; with 100% employer match about $72,049 at 4% or $48,033 at 6%.
The Tri-M Group, L.L.C. 401(K)Savings & Investment Plan-373$21,333,019$2,149,936$5,764iApproximate average salary by contribution assumption: employee only about $144,098 at 4% or $96,065 at 6%; with 50% employer match about $96,065 at 4% or $64,043 at 6%; with 100% employer match about $72,049 at 4% or $48,033 at 6%.
The Tri-M Group LLC Employee Welfare Benefit Plan-320---
20112344$17,935,479$1,504,521$4,374iApproximate average salary by contribution assumption: employee only about $109,340 at 4% or $72,893 at 6%; with 50% employer match about $72,893 at 4% or $48,596 at 6%; with 100% employer match about $54,670 at 4% or $36,447 at 6%.
The Tri-M Group, L.L.C. 401(K)Savings & Investment Plan-344$17,935,479$1,504,521$4,374iApproximate average salary by contribution assumption: employee only about $109,340 at 4% or $72,893 at 6%; with 50% employer match about $72,893 at 4% or $48,596 at 6%; with 100% employer match about $54,670 at 4% or $36,447 at 6%.
The Tri-M Group LLC Employee Welfare Benefit Plan-316---
20102279$17,686,469$986,275$3,535iApproximate average salary by contribution assumption: employee only about $88,376 at 4% or $58,917 at 6%; with 50% employer match about $58,917 at 4% or $39,278 at 6%; with 100% employer match about $44,188 at 4% or $29,459 at 6%.
The Tri-M Group, L.L.C. 401(K)Savings & Investment Plan-279$17,686,469$986,275$3,535iApproximate average salary by contribution assumption: employee only about $88,376 at 4% or $58,917 at 6%; with 50% employer match about $58,917 at 4% or $39,278 at 6%; with 100% employer match about $44,188 at 4% or $29,459 at 6%.
The Tri-M Group LLC Employee Welfare Benefit Plan-256---
20092279$15,074,586$1,065,102$3,818iApproximate average salary by contribution assumption: employee only about $95,439 at 4% or $63,626 at 6%; with 50% employer match about $63,626 at 4% or $42,417 at 6%; with 100% employer match about $47,720 at 4% or $31,813 at 6%.
The Tri-M Group, L.L.C. 401(K)Savings & Investment Plan-279$15,074,586$1,065,102$3,818iApproximate average salary by contribution assumption: employee only about $95,439 at 4% or $63,626 at 6%; with 50% employer match about $63,626 at 4% or $42,417 at 6%; with 100% employer match about $47,720 at 4% or $31,813 at 6%.
The Tri-M Group LLC Employee Welfare Benefit Plan-234---
20082313$12,107,963$1,912,384$6,110iApproximate average salary by contribution assumption: employee only about $152,746 at 4% or $101,831 at 6%; with 50% employer match about $101,831 at 4% or $67,887 at 6%; with 100% employer match about $76,373 at 4% or $50,915 at 6%.
The Tri-M Group, L.L.C. 401(K)Savings & Investment Plan-313$12,107,963$1,912,384$6,110iApproximate average salary by contribution assumption: employee only about $152,746 at 4% or $101,831 at 6%; with 50% employer match about $101,831 at 4% or $67,887 at 6%; with 100% employer match about $76,373 at 4% or $50,915 at 6%.
The Tri-M Group LLC Employee Welfare Benefit Plan-259---
20072378$16,482,779$2,125,922$5,624iApproximate average salary by contribution assumption: employee only about $140,603 at 4% or $93,736 at 6%; with 50% employer match about $93,736 at 4% or $62,490 at 6%; with 100% employer match about $70,302 at 4% or $46,868 at 6%.
The Tri-M Group, L.L.C. 401(K)Savings & Investment Plan-378$16,482,779$2,125,922$5,624iApproximate average salary by contribution assumption: employee only about $140,603 at 4% or $93,736 at 6%; with 50% employer match about $93,736 at 4% or $62,490 at 6%; with 100% employer match about $70,302 at 4% or $46,868 at 6%.
The Tri-M Group LLC Employee Welfare Benefit Plan-335---
20062353$13,837,769$1,591,844$4,509iApproximate average salary by contribution assumption: employee only about $112,737 at 4% or $75,158 at 6%; with 50% employer match about $75,158 at 4% or $50,105 at 6%; with 100% employer match about $56,368 at 4% or $37,579 at 6%.
The Tri-M Group, L.L.C. 401(K)Savings & Investment Plan-353$13,837,769$1,591,844$4,509iApproximate average salary by contribution assumption: employee only about $112,737 at 4% or $75,158 at 6%; with 50% employer match about $75,158 at 4% or $50,105 at 6%; with 100% employer match about $56,368 at 4% or $37,579 at 6%.
The Tri-M Group LLC Employee Welfare Benefit Plan-307---
20052350$11,460,728$1,641,295$4,689iApproximate average salary by contribution assumption: employee only about $117,235 at 4% or $78,157 at 6%; with 50% employer match about $78,157 at 4% or $52,105 at 6%; with 100% employer match about $58,618 at 4% or $39,078 at 6%.
The Tri-M Group, L.L.C. 401(K)Savings & Investment Plan-350$11,460,728$1,641,295$4,689iApproximate average salary by contribution assumption: employee only about $117,235 at 4% or $78,157 at 6%; with 50% employer match about $78,157 at 4% or $52,105 at 6%; with 100% employer match about $58,618 at 4% or $39,078 at 6%.
The Tri-M Group LLC Employee Welfare Benefit Plan-287---
20042249$9,996,545$1,113,644$4,472iApproximate average salary by contribution assumption: employee only about $111,812 at 4% or $74,541 at 6%; with 50% employer match about $74,541 at 4% or $49,694 at 6%; with 100% employer match about $55,906 at 4% or $37,271 at 6%.
The Tri-M Group, L.L.C. 401(K)Savings & Investment Plan-223$9,996,545$1,113,644$4,994iApproximate average salary by contribution assumption: employee only about $124,848 at 4% or $83,232 at 6%; with 50% employer match about $83,232 at 4% or $55,488 at 6%; with 100% employer match about $62,424 at 4% or $41,616 at 6%.
The Tri-M Group LLC Employee Welfare Benefit Plan-249---
20032242$9,112,707$1,247,132$5,153iApproximate average salary by contribution assumption: employee only about $128,836 at 4% or $85,891 at 6%; with 50% employer match about $85,891 at 4% or $57,260 at 6%; with 100% employer match about $64,418 at 4% or $42,945 at 6%.
The Tri-M Group, L.L.C. 401(K)Savings & Investment Plan-180$9,112,707$1,247,132$6,929iApproximate average salary by contribution assumption: employee only about $173,213 at 4% or $115,475 at 6%; with 50% employer match about $115,475 at 4% or $76,983 at 6%; with 100% employer match about $86,606 at 4% or $57,738 at 6%.
The Tri-M Group LLC Employee Welfare Benefit Plan-242---
20022196$6,635,167$1,549,869$7,907iApproximate average salary by contribution assumption: employee only about $197,687 at 4% or $131,792 at 6%; with 50% employer match about $131,792 at 4% or $87,861 at 6%; with 100% employer match about $98,844 at 4% or $65,896 at 6%.
The Tri-M Group, L.L.C. 401(K)Savings & Investment Plan-183$6,635,167$1,549,869$8,469iApproximate average salary by contribution assumption: employee only about $211,731 at 4% or $141,154 at 6%; with 50% employer match about $141,154 at 4% or $94,103 at 6%; with 100% employer match about $105,865 at 4% or $70,577 at 6%.
The Tri-M Group LLC Employee Welfare Benefit Plan-196---
The Tri-M Group LLC | EIN 04-3622615 | 2024 Form 5500 Company Profile