How big is Trillium Financial, Inc.'s plan?

Trillium Financial, Inc.'s plan reported $18K in assets and 2 participants for 2024.

Original filing (PDF)20251028131220NAL0017489714001

Trillium Financial, Inc.

Name: Trillium Financial, Inc. — Trillium Financial, Inc., Form 5500 (2024)
Creator: Trillium Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trillium Financial, Inc. GCF Benefit Plan

Health & welfare plan · Trillium Financial, Inc.'s Trillium Financial, Inc. GCF Benefit Plan held $18K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$18K

Net assets (EOY)

$6K

People on this filing

Morgan Law signed Trillium Financial, Inc.'s 2024 Form 5500 as plan administrator.

Morgan Law — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Trillium Financial, Inc.'s EIN is 01-0564010.

EIN 01-0564010

Plan number 501

Plan year 2024

ACK ID 20251028131220NAL0017489714001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trillium Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trillium Financial, Inc.'s plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRILLIUM FINANCIAL, INC.

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score