How big is Trefz Engineering, Inc.'s plan?

Trefz Engineering, Inc.'s plan reported $1.8M in assets and 7 participants for 2024.

Original filing (PDF)20250603130953NAL0010236961001

Trefz Engineering, Inc.

Name: Trefz Engineering, Inc. — Trefz Engineering, Inc., Form 5500 (2024)
Creator: Trefz Engineering, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trefz Engineering, Inc. 401(k) Plan

401(k) retirement plan · Trefz Engineering, Inc.'s Trefz Engineering, Inc. 401(k) Plan held $1.8M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Trefz Engineering, Inc.'s EIN is 23-2658292.

EIN 23-2658292

Plan number 001

Plan year 2024

ACK ID 20250603130953NAL0010236961001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

TREFZ ENGINEERING, INC.

EIN

all filings

Address

601 DRESHER ROAD, SUITE 275 · HORSHAM, PA · 19044

Phone

(215) 572-8115

Industry

Engineering Services· Professional & Technical Services

Plan administrator