How big is TRB and Associates, Inc.'s plan?

TRB and Associates, Inc.'s plan reported $3.3M in assets and 52 participants for 2024.

Original filing (PDF)20250506112917NAL0009201121001

TRB and Associates, Inc.

Name: TRB and Associates, Inc. — TRB + Associates, Inc., Form 5500 (2024)
Creator: TRB and Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TRB + Associates, Inc. 401(k) Plan & Trust

401(k) retirement plan · TRB and Associates, Inc.'s TRB + Associates, Inc. 401(k) Plan & Trust held $3.3M in plan assets for 52 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

THUY VU signed TRB and Associates, Inc.'s 2024 Form 5500 as plan administrator.

THUY VU — 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

TRB and Associates, Inc.'s EIN is 20-5865052.

EIN 20-5865052

Plan number 001

Plan year 2024

ACK ID 20250506112917NAL0009201121001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

TRB and Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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