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Original filing (PDF)20251015151545NAL0005262481001
TRELIANT, LLC
Form 5500
FILING_RECEIVED
TRELIANT, LLC SECTION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
159
Accounts w/ balance
348
Plan assets (EOY)
$21.1M
Net assets (EOY)
$21.1M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRELIANT, LLC.
Plan sponsor
Name
TRELIANT, LLC
EIN
20-2969925
Address
1255 23RD STREET NW, SUITE 500 · WASHINGTON, DC · 20037
Phone
(202) 249-7922
Industry
All Other Professional Services· 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING. | — | OVERLAND PARK, KS | NONE | $33K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $28K | — |
Investments
27 direct securities · 1 pooled fund· $21.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$20.4M
27 holdings
Common Collective Trust
$722K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.5M | 12.1% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.1M | 10.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $2.1M | 10.0% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.7M | 8.2% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.6M | 7.8% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.5M | 7.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $1.2M | 5.7% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $961K | 4.6% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | — | — | — | $903K | 4.3% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $859K | 4.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $844K | 4.0% | |
| GALLIARD STABLE RETURN FUND C GALLIARD CAPITAL MNGT · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $722K | 3.4% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $607K | 2.9% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $486K | 2.3% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $418K | 2.0% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $391K | 1.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $389K | 1.8% | |
| Schwab Self-Direct Cash Fund V Schwab 0 191 Fidelity Small Cap Growth K6 Fidelity 0 | — | — | — | $352K | 1.7% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | — | — | — | $257K | 1.2% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $233K | 1.1% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $174K | 0.8% | |
| DFA International Core Eqty 2 Port DFA 0 | — | — | — | $139K | 0.7% | |
| Baird Core Plus Bond Inst Baird 0 | — | — | — | $137K | 0.6% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $137K | 0.6% | |
| American Funds New World R6 American Funds 0 | — | — | — | $106K | 0.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $56K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $24K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $10K | <0.1% |
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