How big is Trimarc Wealth Management LLC's plan?

Trimarc Wealth Management LLC's plan reported $894K in assets and 3 participants for 2024.

Original filing (PDF)20250530164406NAL0015215680001

Trimarc Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Trimarc Wealth Management LLC - 401(k)

401(k) retirement plan · Trimarc Wealth Management LLC's Trimarc Wealth Management LLC - 401(k) held $894K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$894K

Net assets (EOY)

$894K

People on this filing

Dominick Trimarchi signed Trimarc Wealth Management LLC's 2024 Form 5500 as plan administrator.

Dominick Trimarchi — 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

Trimarc Wealth Management LLC's EIN is 27-0198999.

EIN 27-0198999

Plan number 001

Plan year 2024

ACK ID 20250530164406NAL0015215680001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trimarc Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trimarc Wealth Management 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 TRIMARC WEALTH MANAGEMENT LLC.

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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