How big is Tripp Umbach's plan?

Tripp Umbach's plan reported $864K in assets and 5 participants for 2025.

Original filing (PDF)20260422220129NAL0002212355080

Tripp Umbach

Name: Tripp Umbach — Tripp Umbach 401(k) Plan, Form 5500 (2025)
Creator: Tripp Umbach
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tripp Umbach 401(k) Plan

401(k) retirement plan · Tripp Umbach's Tripp Umbach 401(k) Plan held $864K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$864K

Net assets (EOY)

$864K

People on this filing

Elantha Barry signed Tripp Umbach's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Tripp Umbach's EIN is 26-0013128.

EIN 26-0013128

Plan number 001

Plan year 2025

ACK ID 20260422220129NAL0002212355080

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Tripp Umbach from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Tripp Umbach'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 TRIPP UMBACH.

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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 average account balance (95th percentile).

Plan sponsor

Name

TRIPP UMBACH

EIN

all filings

Address

801 WEST 53RD TERRACE · KANSAS CITY, MO · 64112

Phone

(412) 780-9723

Industry

Professional & Technical Services

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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