Tricord Management LLC
Plan context: Tricord Management LLC 401(K) Plan
EIN 77-0495477 • Marina, CA • 24 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
27
2024 Assets
$4,802,466
2024 Contributions
$387,242
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 27 | $4,802,466 | $387,242 | $14,342iApproximate average salary by contribution assumption: employee only about $358,557 at 4% or $239,038 at 6%; with 50% employer match about $239,038 at 4% or $159,359 at 6%; with 100% employer match about $179,279 at 4% or $119,519 at 6%. |
| Tricord Management LLC 401(K) Plan | - | 27 | $4,802,466 | $387,242 | $14,342iApproximate average salary by contribution assumption: employee only about $358,557 at 4% or $239,038 at 6%; with 50% employer match about $239,038 at 4% or $159,359 at 6%; with 100% employer match about $179,279 at 4% or $119,519 at 6%. |
| 2023 | 1 | 24 | $3,968,098 | $246,547 | $10,273iApproximate average salary by contribution assumption: employee only about $256,820 at 4% or $171,213 at 6%; with 50% employer match about $171,213 at 4% or $114,142 at 6%; with 100% employer match about $128,410 at 4% or $85,607 at 6%. |
| Tricord Management LLC 401(K) Plan | - | 24 | $3,968,098 | $246,547 | $10,273iApproximate average salary by contribution assumption: employee only about $256,820 at 4% or $171,213 at 6%; with 50% employer match about $171,213 at 4% or $114,142 at 6%; with 100% employer match about $128,410 at 4% or $85,607 at 6%. |
| 2022 | 1 | 22 | $3,251,750 | $144,524 | $6,569iApproximate average salary by contribution assumption: employee only about $164,232 at 4% or $109,488 at 6%; with 50% employer match about $109,488 at 4% or $72,992 at 6%; with 100% employer match about $82,116 at 4% or $54,744 at 6%. |
| Tricord Management LLC 401(K) Plan | - | 22 | $3,251,750 | $144,524 | $6,569iApproximate average salary by contribution assumption: employee only about $164,232 at 4% or $109,488 at 6%; with 50% employer match about $109,488 at 4% or $72,992 at 6%; with 100% employer match about $82,116 at 4% or $54,744 at 6%. |
| 2021 | 1 | 20 | $5,339,886 | $66,698 | $3,335iApproximate average salary by contribution assumption: employee only about $83,373 at 4% or $55,582 at 6%; with 50% employer match about $55,582 at 4% or $37,054 at 6%; with 100% employer match about $41,686 at 4% or $27,791 at 6%. |
| Tricord Management LLC 401(K) Plan | - | 20 | $5,339,886 | $66,698 | $3,335iApproximate average salary by contribution assumption: employee only about $83,373 at 4% or $55,582 at 6%; with 50% employer match about $55,582 at 4% or $37,054 at 6%; with 100% employer match about $41,686 at 4% or $27,791 at 6%. |
| 2020 | 1 | 31 | $5,052,573 | $92,028 | $2,969iApproximate average salary by contribution assumption: employee only about $74,216 at 4% or $49,477 at 6%; with 50% employer match about $49,477 at 4% or $32,985 at 6%; with 100% employer match about $37,108 at 4% or $24,739 at 6%. |
| Tricord Management LLC 401(K) Plan | - | 31 | $5,052,573 | $92,028 | $2,969iApproximate average salary by contribution assumption: employee only about $74,216 at 4% or $49,477 at 6%; with 50% employer match about $49,477 at 4% or $32,985 at 6%; with 100% employer match about $37,108 at 4% or $24,739 at 6%. |
| 2019 | 1 | 31 | $4,556,977 | $240,047 | $7,743iApproximate average salary by contribution assumption: employee only about $193,586 at 4% or $129,058 at 6%; with 50% employer match about $129,058 at 4% or $86,038 at 6%; with 100% employer match about $96,793 at 4% or $64,529 at 6%. |
| Tricord Management LLC 401(K) Plan | - | 31 | $4,556,977 | $240,047 | $7,743iApproximate average salary by contribution assumption: employee only about $193,586 at 4% or $129,058 at 6%; with 50% employer match about $129,058 at 4% or $86,038 at 6%; with 100% employer match about $96,793 at 4% or $64,529 at 6%. |
| 2018 | 1 | 32 | $3,860,041 | $324,531 | $10,142iApproximate average salary by contribution assumption: employee only about $253,540 at 4% or $169,027 at 6%; with 50% employer match about $169,027 at 4% or $112,684 at 6%; with 100% employer match about $126,770 at 4% or $84,513 at 6%. |
| Tricord Management LLC 401(K) Plan | - | 32 | $3,860,041 | $324,531 | $10,142iApproximate average salary by contribution assumption: employee only about $253,540 at 4% or $169,027 at 6%; with 50% employer match about $169,027 at 4% or $112,684 at 6%; with 100% employer match about $126,770 at 4% or $84,513 at 6%. |
| 2017 | 1 | 28 | $3,836,049 | $287,773 | $10,278iApproximate average salary by contribution assumption: employee only about $256,940 at 4% or $171,293 at 6%; with 50% employer match about $171,293 at 4% or $114,196 at 6%; with 100% employer match about $128,470 at 4% or $85,647 at 6%. |
| Tricord Management LLC 401(K) Plan | - | 28 | $3,836,049 | $287,773 | $10,278iApproximate average salary by contribution assumption: employee only about $256,940 at 4% or $171,293 at 6%; with 50% employer match about $171,293 at 4% or $114,196 at 6%; with 100% employer match about $128,470 at 4% or $85,647 at 6%. |
| 2016 | 1 | 22 | $3,116,398 | $230,123 | $10,460iApproximate average salary by contribution assumption: employee only about $261,503 at 4% or $174,336 at 6%; with 50% employer match about $174,336 at 4% or $116,224 at 6%; with 100% employer match about $130,752 at 4% or $87,168 at 6%. |
| Tricord Management LLC 401(K) Plan | - | 22 | $3,116,398 | $230,123 | $10,460iApproximate average salary by contribution assumption: employee only about $261,503 at 4% or $174,336 at 6%; with 50% employer match about $174,336 at 4% or $116,224 at 6%; with 100% employer match about $130,752 at 4% or $87,168 at 6%. |
| 2015 | 1 | 18 | $2,805,187 | $218,922 | $12,162iApproximate average salary by contribution assumption: employee only about $304,058 at 4% or $202,706 at 6%; with 50% employer match about $202,706 at 4% or $135,137 at 6%; with 100% employer match about $152,029 at 4% or $101,353 at 6%. |
| Tricord Management LLC 401(K) Plan | - | 18 | $2,805,187 | $218,922 | $12,162iApproximate average salary by contribution assumption: employee only about $304,058 at 4% or $202,706 at 6%; with 50% employer match about $202,706 at 4% or $135,137 at 6%; with 100% employer match about $152,029 at 4% or $101,353 at 6%. |
| 2014 | 1 | 16 | $2,571,862 | $184,643 | $11,540iApproximate average salary by contribution assumption: employee only about $288,505 at 4% or $192,336 at 6%; with 50% employer match about $192,336 at 4% or $128,224 at 6%; with 100% employer match about $144,252 at 4% or $96,168 at 6%. |
| Tricord Management LLC 401(K) Plan | - | 16 | $2,571,862 | $184,643 | $11,540iApproximate average salary by contribution assumption: employee only about $288,505 at 4% or $192,336 at 6%; with 50% employer match about $192,336 at 4% or $128,224 at 6%; with 100% employer match about $144,252 at 4% or $96,168 at 6%. |
| 2013 | 1 | 14 | $2,303,050 | $161,167 | $11,512iApproximate average salary by contribution assumption: employee only about $287,798 at 4% or $191,865 at 6%; with 50% employer match about $191,865 at 4% or $127,910 at 6%; with 100% employer match about $143,899 at 4% or $95,933 at 6%. |
| Tricord Management LLC 401(K) Plan | - | 14 | $2,303,050 | $161,167 | $11,512iApproximate average salary by contribution assumption: employee only about $287,798 at 4% or $191,865 at 6%; with 50% employer match about $191,865 at 4% or $127,910 at 6%; with 100% employer match about $143,899 at 4% or $95,933 at 6%. |
| 2012 | 1 | 11 | $1,896,903 | $142,451 | $12,950iApproximate average salary by contribution assumption: employee only about $323,752 at 4% or $215,835 at 6%; with 50% employer match about $215,835 at 4% or $143,890 at 6%; with 100% employer match about $161,876 at 4% or $107,917 at 6%. |
| Tricord Management LLC 401(K) Plan | - | 11 | $1,896,903 | $142,451 | $12,950iApproximate average salary by contribution assumption: employee only about $323,752 at 4% or $215,835 at 6%; with 50% employer match about $215,835 at 4% or $143,890 at 6%; with 100% employer match about $161,876 at 4% or $107,917 at 6%. |
| 2011 | 1 | 12 | $1,557,491 | $108,044 | $9,004iApproximate average salary by contribution assumption: employee only about $225,092 at 4% or $150,061 at 6%; with 50% employer match about $150,061 at 4% or $100,041 at 6%; with 100% employer match about $112,546 at 4% or $75,031 at 6%. |
| Tricord Management LLC 401(K) Plan | - | 12 | $1,557,491 | $108,044 | $9,004iApproximate average salary by contribution assumption: employee only about $225,092 at 4% or $150,061 at 6%; with 50% employer match about $150,061 at 4% or $100,041 at 6%; with 100% employer match about $112,546 at 4% or $75,031 at 6%. |
| 2010 | 1 | 11 | $1,479,361 | $85,254 | $7,750iApproximate average salary by contribution assumption: employee only about $193,759 at 4% or $129,173 at 6%; with 50% employer match about $129,173 at 4% or $86,115 at 6%; with 100% employer match about $96,880 at 4% or $64,586 at 6%. |
| Tricord Management LLC 401(K) Plan | - | 11 | $1,479,361 | $85,254 | $7,750iApproximate average salary by contribution assumption: employee only about $193,759 at 4% or $129,173 at 6%; with 50% employer match about $129,173 at 4% or $86,115 at 6%; with 100% employer match about $96,880 at 4% or $64,586 at 6%. |
| 2009 | 1 | 10 | $1,232,740 | $108,630 | $10,863iApproximate average salary by contribution assumption: employee only about $271,575 at 4% or $181,050 at 6%; with 50% employer match about $181,050 at 4% or $120,700 at 6%; with 100% employer match about $135,788 at 4% or $90,525 at 6%. |
| Tricord Management LLC 401(K) Plan | - | 10 | $1,232,740 | $108,630 | $10,863iApproximate average salary by contribution assumption: employee only about $271,575 at 4% or $181,050 at 6%; with 50% employer match about $181,050 at 4% or $120,700 at 6%; with 100% employer match about $135,788 at 4% or $90,525 at 6%. |
| 2008 | 1 | 11 | $888,752 | $101,356 | $9,214iApproximate average salary by contribution assumption: employee only about $230,355 at 4% or $153,570 at 6%; with 50% employer match about $153,570 at 4% or $102,380 at 6%; with 100% employer match about $115,177 at 4% or $76,785 at 6%. |
| Tricord Management LLC 401(K) Plan | - | 11 | $888,752 | $101,356 | $9,214iApproximate average salary by contribution assumption: employee only about $230,355 at 4% or $153,570 at 6%; with 50% employer match about $153,570 at 4% or $102,380 at 6%; with 100% employer match about $115,177 at 4% or $76,785 at 6%. |
| 2007 | 1 | 10 | $997,344 | $140,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |
| Tricord Management LLC 401(K) Plan | - | 10 | $997,344 | $140,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |
| 2006 | 1 | 9 | $805,730 | $143,971 | $15,997iApproximate average salary by contribution assumption: employee only about $399,919 at 4% or $266,613 at 6%; with 50% employer match about $266,613 at 4% or $177,742 at 6%; with 100% employer match about $199,960 at 4% or $133,306 at 6%. |
| Tricord Management LLC 401(K) Plan | - | 9 | $805,730 | $143,971 | $15,997iApproximate average salary by contribution assumption: employee only about $399,919 at 4% or $266,613 at 6%; with 50% employer match about $266,613 at 4% or $177,742 at 6%; with 100% employer match about $199,960 at 4% or $133,306 at 6%. |
| 2005 | 1 | 8 | $572,130 | $100,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Tricord Management LLC 401(K) Plan | - | 8 | $572,130 | $100,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2004 | 1 | 6 | $443,322 | $110,005 | $18,334iApproximate average salary by contribution assumption: employee only about $458,354 at 4% or $305,569 at 6%; with 50% employer match about $305,569 at 4% or $203,713 at 6%; with 100% employer match about $229,177 at 4% or $152,785 at 6%. |
| Tricord Management LLC 401(K) Plan | - | 6 | $443,322 | $110,005 | $18,334iApproximate average salary by contribution assumption: employee only about $458,354 at 4% or $305,569 at 6%; with 50% employer match about $305,569 at 4% or $203,713 at 6%; with 100% employer match about $229,177 at 4% or $152,785 at 6%. |
| 2003 | 1 | 5 | $296,181 | $75,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Tricord Management LLC 401(K) Plan | - | 5 | $296,181 | $75,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2001 | 1 | 5 | $0 | $0 | - |
| Tricord Management LLC 401(K) Plan | - | 5 | - | - | - |
| 2000 | 1 | 4 | $53,477 | $53,477 | $13,369iApproximate average salary by contribution assumption: employee only about $334,231 at 4% or $222,821 at 6%; with 50% employer match about $222,821 at 4% or $148,547 at 6%; with 100% employer match about $167,116 at 4% or $111,410 at 6%. |
| Tricord Management LLC 401(K) Plan | - | 4 | $53,477 | $53,477 | $13,369iApproximate average salary by contribution assumption: employee only about $334,231 at 4% or $222,821 at 6%; with 50% employer match about $222,821 at 4% or $148,547 at 6%; with 100% employer match about $167,116 at 4% or $111,410 at 6%. |