Tri Holdco, Inc.

Form 5500

TRI HOLDCO, INC.

600 Coolidge De Suite 300, Folsom, Ca 95630 (800) 922-8348 EIN:83-1643898 Plan Admin:Kurt Lee

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameTRI HOLDCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY356 / 327 Assets BOY/EOY$77,698,279 / $92,677,660	2022	TRI HOLDCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	356 / 327	$77,698,279 / $92,677,660
2022	Plan NameTRI HOLDCO., INC. 401(K) PLAN Plan #001 Participants BOY/EOY345 / 382 Assets BOY/EOY$23,084,834 / $20,153,445	2022	TRI HOLDCO., INC. 401(K) PLAN - Plan #001	345 / 382	$23,084,834 / $20,153,445
2022	Plan NameTRI HOLDCO, INC. Plan #510 Participants BOY/EOY307 / 0 Assets BOY/EOY$0 / $0	2022	TRI HOLDCO, INC. - Plan #510	307 / 0	$0 / $0
2021	Plan NameTRI HOLDCO., INC. 401(K) PLAN Plan #001 Participants BOY/EOY314 / 346 Assets BOY/EOY$19,080,860 / $23,084,834	2021	TRI HOLDCO., INC. 401(K) PLAN - Plan #001	314 / 346	$19,080,860 / $23,084,834
2021	Plan NameTRI HOLDCO, INC. Plan #510 Participants BOY/EOY283 / 0 Assets BOY/EOY$0 / $0	2021	TRI HOLDCO, INC. - Plan #510	283 / 0	$0 / $0
2020	Plan NameTAXRESOURCES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY251 / 313 Assets BOY/EOY$8,335,150 / $19,080,860	2020	TAXRESOURCES, INC. 401(K) PLAN - Plan #001	251 / 313	$8,335,150 / $19,080,860
2020	Plan NameTRI HOLDCO, INC. Plan #510 Participants BOY/EOY265 / 0 Assets BOY/EOY$0 / $0	2020	TRI HOLDCO, INC. - Plan #510	265 / 0	$0 / $0
2019	Plan NameTAXRESOURCES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY251 / 251 Assets BOY/EOY$5,742,465 / $8,335,150	2019	TAXRESOURCES, INC. 401(K) PLAN - Plan #001	251 / 251	$5,742,465 / $8,335,150
2019	Plan NameTRI HOLDCO, INC. Plan #510 Participants BOY/EOY256 / 0 Assets BOY/EOY$0 / $0	2019	TRI HOLDCO, INC. - Plan #510	256 / 0	$0 / $0