# Trilogy Financial Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/trilogy-financial-services-inc-330845526-512

> Trilogy Financial Services, INC.'s 401(k) plan: 163 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trilogy Financial Services, INC.

- **Sponsor EIN:** 330845526

- **Sponsor Address:** 2601 MAIN STREET, SUITE 100, IRVINE, CA, 92614

- **Plan Type:** 401(k)

- **Plan Number:** 512

- **Total Participants:** 163

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|163|$0|$0|$0|

| 2024|171|$0|$0|$0|

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