Original filing (PDF)20250731185045NAL0009018272001

TRIVELLA & FORTE, LLP

Name: TRIVELLA & FORTE, LLP — TFS RETIREMENT PLAN, Form 5500 (2024)
Creator: TRIVELLA & FORTE, LLP

Form 5500-SF

FILING_RECEIVED

TFS RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIVELLA & FORTE, LLP.

Plan sponsor

Name

TRIVELLA & FORTE, LLP

EIN

13-4070172

Address

1311 MAMARONECK AVENUE · SUITE 170 · WHITE PLAINS, NY · 10605

Phone

(914) 949-9075

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

ELLIOTT & ASSOCIATES ATTORNEYS,

ELLIOTT & ASSOCIATES PROFIT SHARING PLAN

$5.4M · 24 participants

YOUMAN & CAPUTO, LLC

YOUMAN & CAPUTO, LLC 401(K) PROFIT SHARING PLAN

$5.4M · 12 participants

BOON, CALK, ECHOLS, COLEMAN & GOOLSBY, PLLC

THE BOON, CALK, ECHOLS, COLEMAN & GOOLSBY,PLLC 401K PLAN

$5.4M · 13 participants

FISHBURN WHITON THRUMAN, LTD.

FISHBURN WHITON THRUMAN, LTD. PROFIT SHARING PLAN

$5.4M · 5 participants

WIDERMAN MALEK, PL

WIDERMAN MALEK, PL 401(K) PLAN