form5500lookup

Form 5500 · Retirement plan · HOUSTON, TX

TRISMART SOLAR, LLC

The filing calls this plan COMPLIANCE 401(K) MULTIPLE EMPLOYER PLAN.

TRISMART SOLAR, LLC of HOUSTON, TX's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-1945032 · plan 001 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
237
Contracts on file
1
Contract value
$551,471
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.

The contracts held $551,471 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC138December$551,471$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
TRISMART SOLAR, LLC
EIN 46-1945032
VOYA RETIREMENT ADVISORS LLC
INVESTMENT ADVISORY · EIN 02-0488491
$457
paid directly by the plan
ECONOMIC GROUP PENSION SERVICES LLC
TPA · EIN 86-2963468
$0
paid directly by the plan
ECONOMIC GROUP PENSION SERVICES
TPA · EIN 13-3180178
$0
paid directly by the plan
LEAFHOUSE FINANCIAL ADVISORS
ADVISOR · EIN 26-4311657
$302
paid directly by the plan
VOYA RETIREMENT INS AND ANNUITY CO
RECORDKEEPER · EIN 71-0294708
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$558,390
Paid out in benefits
$67,168
Participants at the start of the year
237
Participants with account balances
138

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 56-0574444
CHERRY BEKAERT ADVISORY LLC
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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