How big is Trefler Foundation's plan?

Trefler Foundation's plan reported $1.1M in assets and 3 participants for 2024.

Original filing (PDF)20250603113920NAL0029487682001

Trefler Foundation

Name: Trefler Foundation — Trefler Foundation 403(b) Plan, Form 5500 (2024)
Creator: Trefler Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trefler Foundation 403(b) Plan

401(k) retirement plan · Trefler Foundation's Trefler Foundation 403(b) Plan held $1.1M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Daniel Sherman signed Trefler Foundation's 2024 Form 5500 as plan administrator.

Daniel Sherman — 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

Trefler Foundation's EIN is 04-3369962.

EIN 04-3369962

Plan number 001

Plan year 2024

ACK ID 20250603113920NAL0029487682001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trefler Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trefler Foundation's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

TREFLER FOUNDATION

EIN

all filings

Address

233 NEEDHAM STREET · NEWTON, MA · 02464

Phone

(617) 454-1135

Industry

Other Services (ex. Public Admin)

Plan administrator