Trio Home Health Care Of San Diego, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Trio Home Health Care Of San Diego, INC.
  • Sponsor EIN: 464159728
  • Sponsor Address: 1991 VILLAGE PARK WAY # 201A, ENCINITAS, CA, 92024
  • Plan Type: 401(k)
  • Total Participants: 11
  • Total Assets: $1.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202511$1.7M$26,596$44,421
202411$1.7M$26,596$44,421
202311$1.1M$27,146$43,451
202211$1.1M$30,588$48,967

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