How big is Trellis Group, Inc.'s plan?

Trellis Group, Inc.'s plan reported $2.6M in assets and 56 participants for 2024.

Original filing (PDF)20250718090023NAL0000696579001

Trellis Group, Inc.

Name: Trellis Group, Inc. — Greenbiz Group Inc. 401(k), Form 5500 (2024)
Creator: Trellis Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Greenbiz Group Inc. 401(k) Plan

401(k) retirement plan · Trellis Group, Inc.'s Greenbiz Group Inc. 401(k) Plan held $2.6M in plan assets for 56 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Marcus Bowie signed Trellis Group, Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Trellis Group, Inc.'s EIN is 20-5602725.

EIN 20-5602725

Plan number 001

Plan year 2024

ACK ID 20250718090023NAL0000696579001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trellis Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trellis Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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