How big is Treya Partners' plan?

Treya Partners' plan reported $3.3M in assets and 23 participants for 2024.

Original filing (PDF)20250530122920NAL0008090929001

Treya Partners

Name: Treya Partners — Treya Partners 401 K Profit Sharing, Form 5500 (2024)
Creator: Treya Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Treya Partners 401 K Profit Sharing Plan Trust

401(k) retirement plan · Treya Partners' Treya Partners 401 K Profit Sharing Plan Trust held $3.3M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Kristina Wise signed Treya Partners' 2024 Form 5500 as plan administrator.

Kristina Wise — 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

Treya Partners' EIN is 20-8606529.

EIN 20-8606529

Plan number 001

Plan year 2024

ACK ID 20250530122920NAL0008090929001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Treya Partners' 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 TREYA 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