How big is Trilogy Equity Partners' plan?

Trilogy Equity Partners' plan reported $3.8M in assets and 13 participants for 2024.

Original filing (PDF)20250618124227NAL0005783506001

Trilogy Equity Partners

Name: Trilogy Equity Partners — Trilogy Equity Partners, Form 5500 (2024)
Creator: Trilogy Equity Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trilogy Equity Partners 401(k) Plan

401(k) retirement plan · Trilogy Equity Partners' Trilogy Equity Partners 401(k) Plan held $3.8M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Scott Soley signed Trilogy Equity Partners' 2024 Form 5500 as plan administrator.

Scott Soley — 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

Trilogy Equity Partners' EIN is 20-3922648.

EIN 20-3922648

Plan number 001

Plan year 2024

ACK ID 20250618124227NAL0005783506001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trilogy Equity Partners' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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