How big is Trick & Mortar, LLC's plan?

Trick & Mortar, LLC's plan reported $871K in assets and 10 participants for 2024.

Original filing (PDF)20250915123343NAL0000718003001

Trick & Mortar, LLC

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

Form 5500-SF

FILING_RECEIVED

Trick & Mortar, LLC

401(k) retirement plan · Trick & Mortar, LLC held $871K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$871K

Net assets (EOY)

$871K

People on this filing

JEFF Foot signed Trick & Mortar, LLC's 2024 Form 5500 as plan administrator.

JEFF Foot — 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

Trick & Mortar, LLC's EIN is 26-3203634.

EIN 26-3203634

Plan number 001

Plan year 2024

ACK ID 20250915123343NAL0000718003001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trick & Mortar, LLC'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 average account balance (85th percentile).

Plan sponsor

Name

TRICK & MORTAR, LLC

EIN

all filings

Address

13313 ELLIOTT DRIVE · CLARKSVILLE, MD · 210291403

Phone

(202) 681-2775

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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