Trilogy Financial Services, Inc.401(k)
TRILOGY FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN · IRVINE, CA · plan year 2025
Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works
Trilogy Financial Services, Inc. reported $17,366 in plan administrative expenses for 2025: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,318 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 3 years on file its reported administrative ratio rose from 0.05% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other finance & insurance employers. By assets it is the 3,047th-largest of 9,483 plans among California employers on file, and 2,662nd of 4,798 in finance & insurance. In 2025, employees put in $5.70 for every $1.00 the employer contributed; active participation has grown from 116 to 131 since 2022.
Trilogy Financial Services, Inc.'s 2025 employer contribution ran below the $2,666 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 330845526 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.