How big is Trove Private Wealth, LLC's plan?

Trove Private Wealth, LLC's plan reported $1.3M in assets and 14 participants for 2025.

Original filing (PDF)20260513104402NAL0015219170001

Trove Private Wealth, LLC

Name: Trove Private Wealth, LLC — Trove Private Wealth, Form 5500 (2025)
Creator: Trove Private Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trove Private Wealth 401(k) Profit Sharing Plan

401(k) retirement plan · Trove Private Wealth, LLC's Trove Private Wealth 401(k) Profit Sharing Plan held $1.3M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Anthony Warren signed Trove Private Wealth, LLC's 2025 Form 5500 as plan administrator.

Anthony Warren — 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

Trove Private Wealth, LLC's EIN is 26-4642916.

EIN 26-4642916

Plan number 001

Plan year 2025

ACK ID 20260513104402NAL0015219170001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Trove Private Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Trove Private Wealth, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TROVE PRIVATE WEALTH, LLC.

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Plan health score

Above-average plan

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

Knocking points off