Civic Intelligence

Trilogy Management Services

Plan context: Trilogy Management Services LLC Retirement Savings Plan

EIN 32-0381871 • Louisville, KY • 20 filings • 5 plans

303 N Hurstbourne PkwyForum Office Park Ii, Ste 200Louisville, KY 40222
Current Snapshot

Latest Year

2024

2024 Participants

13,844

2024 Assets

$193,744,300

2024 Contributions

$33,730,582

Historical Graphs

Total Assets Over Time

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

$193,744,300$96,872,150$0201720212024YearValue
$193,744,300Latest year 2024

Participants Over Time

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

16,1918,0960201320192024YearValue
13,844Latest 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
2024213,844$193,744,300$33,730,582$2,436iApproximate average salary by contribution assumption: employee only about $60,912 at 4% or $40,608 at 6%; with 50% employer match about $40,608 at 4% or $27,072 at 6%; with 100% employer match about $30,456 at 4% or $20,304 at 6%.
Trilogy Management Services LLC Retirement Savings Plan-13,844$193,744,300$33,730,582$2,436iApproximate average salary by contribution assumption: employee only about $60,912 at 4% or $40,608 at 6%; with 50% employer match about $40,608 at 4% or $27,072 at 6%; with 100% employer match about $30,456 at 4% or $20,304 at 6%.
Trilogy Management Services LLC Employee Welfare Benefits Plan-11,738---
2023214,454$158,260,642$29,645,447$2,051iApproximate average salary by contribution assumption: employee only about $51,276 at 4% or $34,184 at 6%; with 50% employer match about $34,184 at 4% or $22,789 at 6%; with 100% employer match about $25,638 at 4% or $17,092 at 6%.
Trilogy Management Services LLC Retirement Savings Plan-14,454$158,260,642$29,645,447$2,051iApproximate average salary by contribution assumption: employee only about $51,276 at 4% or $34,184 at 6%; with 50% employer match about $34,184 at 4% or $22,789 at 6%; with 100% employer match about $25,638 at 4% or $17,092 at 6%.
Trilogy Management Services LLC Employee Welfare Benefits Plan-13,515---
2022215,915$117,076,596$29,872,267$1,877iApproximate average salary by contribution assumption: employee only about $46,925 at 4% or $31,283 at 6%; with 50% employer match about $31,283 at 4% or $20,855 at 6%; with 100% employer match about $23,462 at 4% or $15,642 at 6%.
Trilogy Management Services LLC Retirement Savings Plan-15,915$117,076,596$29,872,267$1,877iApproximate average salary by contribution assumption: employee only about $46,925 at 4% or $31,283 at 6%; with 50% employer match about $31,283 at 4% or $20,855 at 6%; with 100% employer match about $23,462 at 4% or $15,642 at 6%.
Trilogy Management Services LLC Employee Welfare Benefits Plan-10,755---
2021215,007$127,279,864$25,451,720$1,696iApproximate average salary by contribution assumption: employee only about $42,400 at 4% or $28,266 at 6%; with 50% employer match about $28,266 at 4% or $18,844 at 6%; with 100% employer match about $21,200 at 4% or $14,133 at 6%.
Trilogy Management Services LLC Retirement Savings Plan-15,007$127,279,864$25,451,720$1,696iApproximate average salary by contribution assumption: employee only about $42,400 at 4% or $28,266 at 6%; with 50% employer match about $28,266 at 4% or $18,844 at 6%; with 100% employer match about $21,200 at 4% or $14,133 at 6%.
Trilogy Management Services LLC Employee Welfare Benefits Plan-9,891---
2020215,153$101,245,467$22,954,532$1,515iApproximate average salary by contribution assumption: employee only about $37,871 at 4% or $25,248 at 6%; with 50% employer match about $25,248 at 4% or $16,832 at 6%; with 100% employer match about $18,936 at 4% or $12,624 at 6%.
Trilogy Management Services LLC Retirement Savings Plan-15,153$101,245,467$22,954,532$1,515iApproximate average salary by contribution assumption: employee only about $37,871 at 4% or $25,248 at 6%; with 50% employer match about $25,248 at 4% or $16,832 at 6%; with 100% employer match about $18,936 at 4% or $12,624 at 6%.
Trilogy Management Services LLC Employee Welfare Benefits Plan-11,304---
2019216,191$77,667,468$12,864,087$795iApproximate average salary by contribution assumption: employee only about $19,863 at 4% or $13,242 at 6%; with 50% employer match about $13,242 at 4% or $8,828 at 6%; with 100% employer match about $9,932 at 4% or $6,621 at 6%.
Trilogy Management Services LLC Retirement Savings Plan-16,191$77,667,468$12,864,087$795iApproximate average salary by contribution assumption: employee only about $19,863 at 4% or $13,242 at 6%; with 50% employer match about $13,242 at 4% or $8,828 at 6%; with 100% employer match about $9,932 at 4% or $6,621 at 6%.
Trilogy Management Services LLC Employee Welfare Benefits Plan-9,016---
201828,633$57,507,357$9,847,649$1,141iApproximate average salary by contribution assumption: employee only about $28,517 at 4% or $19,012 at 6%; with 50% employer match about $19,012 at 4% or $12,674 at 6%; with 100% employer match about $14,259 at 4% or $9,506 at 6%.
Trilogy Management Services LLC Retirement Savings Plan-8,633$57,507,357$9,847,649$1,141iApproximate average salary by contribution assumption: employee only about $28,517 at 4% or $19,012 at 6%; with 50% employer match about $19,012 at 4% or $12,674 at 6%; with 100% employer match about $14,259 at 4% or $9,506 at 6%.
Trilogy Management Services LLC Employee Welfare Benefits Plan-8,623---
201729,912$58,801,127$8,238,421$831iApproximate average salary by contribution assumption: employee only about $20,779 at 4% or $13,853 at 6%; with 50% employer match about $13,853 at 4% or $9,235 at 6%; with 100% employer match about $10,389 at 4% or $6,926 at 6%.
Trilogy Management Services LLC Retirement Savings Plan-9,912$58,801,127$8,238,421$831iApproximate average salary by contribution assumption: employee only about $20,779 at 4% or $13,853 at 6%; with 50% employer match about $13,853 at 4% or $9,235 at 6%; with 100% employer match about $10,389 at 4% or $6,926 at 6%.
Trilogy Management Services LLC Employee Welfare Benefits Plan-8,616---
201618,653$0$0-
Trilogy Management Services LLC Employee Welfare Benefits Plan-8,653---
201519,064$0$0-
Trilogy Management Services LLC Employee Welfare Benefits Plan-9,064---
201418,626$0$0-
Trilogy Management Services LLC Employee Welfare Benefits Plan-8,626---
201318,731$0$0-
Trilogy Management Services LLC Employee Welfare Benefits Plan-8,731---