How big is Trowbridge & Co. Wealth Management Group's plan?

Trowbridge & Co. Wealth Management Group's plan reported $701K in assets and 1 participants for 2024.

Original filing (PDF)20250429095014NAL0000708130001

Trowbridge & Co. Wealth Management Group

Name: Trowbridge & Co. Wealth Management Group — Form 5500 Plan 001 (2024)
Creator: Trowbridge & Co. Wealth Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trowbridge & Co. Wealth Management Group 401(k) Plan

401(k) retirement plan · Trowbridge & Co. Wealth Management Group's Trowbridge & Co. Wealth Management Group 401(k) Plan held $701K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$701K

Net assets (EOY)

$701K

People on this filing

TARI K. Trowbridge signed Trowbridge & Co. Wealth Management Group's 2024 Form 5500 as plan administrator.

TARI K. Trowbridge — 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

Trowbridge & Co. Wealth Management Group's EIN is 04-2997288.

EIN 04-2997288

Plan number 001

Plan year 2024

ACK ID 20250429095014NAL0000708130001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trowbridge & Co. Wealth Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trowbridge & Co. Wealth Management Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TROWBRIDGE & CO. WEALTH MANAGEMENT GROUP.

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

TROWBRIDGE & CO. WEALTH MANAGEMENT GROUP

EIN

all filings

Address

2 WASHINGTON STREET · TOWANDA, PA · 18848

Phone

(570) 995-6700

Industry

Finance & Insurance

Plan administrator