Original filing (PDF)20250710122941NAL0015071138001

TRIDENT HOME LOANS LLC

Name: TRIDENT HOME LOANS LLC — TRIDENT HOME LOANS LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: TRIDENT HOME LOANS LLC

Form 5500-SF

FILING_RECEIVED

TRIDENT HOME LOANS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

100

Accounts w/ balance

Plan assets (EOY)

$693K

Net assets (EOY)

$693K

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIDENT HOME LOANS LLC.

Plan sponsor

Name

TRIDENT HOME LOANS LLC

EIN

16-1779015

Address

6723 PLANTATION RD · PENSACOLA, FL · 325046357

Phone

(850) 341-8186

Industry

Finance & Insurancesee 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

2025-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

BANKED

BANKED 401(K) PLAN

$692K · 6 participants

CONSUMER CREDIT COUNSELING SER

403(B) THRIFT PLAN FOR EMPLOYEES OF CONSUMER CREDIT COUNSELING SERVICE OF THE SAVANNAH AREA, INC.

$695K · 9 participants

VANTAGE RECREATIONAL FINANCE, INC.

VANTAGE RECREATIONAL FINANCE 401(K) PLAN

$690K · 33 participants

DIRECT HOME MORTGAGES LLC

DIRECT HOME MORTGAGES LLC DEFINED BENEFIT PLAN

$697K · 6 participants

PETERSON ENTERPRISES, INC.

VALLEY EMPIRE COLLECTION 401(K) PLAN