How big is Trispective Group, LLC's plan?

Trispective Group, LLC's plan reported $3.4M in assets and 3 participants for 2024.

Original filing (PDF)20250907144225NAL0039958866001

Trispective Group, LLC

Name: Trispective Group, LLC — Trispective Group, LLC, Form 5500 (2024)
Creator: Trispective Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trispective Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Trispective Group, LLC's Trispective Group, LLC 401(k) Profit Sharing Plan held $3.4M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Barbara Pomeroy signed Trispective Group, LLC's 2024 Form 5500 as plan administrator.

Barbara Pomeroy — 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

Trispective Group, LLC's EIN is 26-1973218.

EIN 26-1973218

Plan number 001

Plan year 2024

ACK ID 20250907144225NAL0039958866001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trispective Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trispective Group, LLC'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 TRISPECTIVE GROUP, LLC.

Finding similar companies…

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