How big is Tax Trilogy's plan?

Tax Trilogy's plan reported $1.6M in assets and 8 participants for 2024.

Original filing (PDF)20250702100442NAL0032619010001

Tax Trilogy

Name: Tax Trilogy — Tax Trilogy 401(k) Plan, Form 5500 (2024)
Creator: Tax Trilogy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tax Trilogy 401(k) Plan

401(k) retirement plan · Tax Trilogy's Tax Trilogy 401(k) Plan held $1.6M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Nancy Hazely signed Tax Trilogy's 2024 Form 5500 as plan administrator.

Nancy Hazely — 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

Tax Trilogy's EIN is 26-0888413.

EIN 26-0888413

Plan number 001

Plan year 2024

ACK ID 20250702100442NAL0032619010001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tax Trilogy'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 TAX TRILOGY.

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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 (95th percentile).

Plan sponsor

Name

TAX TRILOGY

EIN

all filings

Address

19785 WEST 12 MILE ROAD · SUITE 399 · SOUTHFIELD, MI · 48076

Phone

(313) 827-4206

Industry

Professional & Technical Services

Plan administrator