How big is Trellis Point, LLC's plan?

Trellis Point, LLC's plan reported $3.5M in assets and 17 participants for 2025.

Original filing (PDF)20260505135628NAL0001592706001

Trellis Point, LLC

Name: Trellis Point, LLC — Trellis Point, LLC 401(k) &, Form 5500 (2025)
Creator: Trellis Point, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trellis Point, LLC 401(k) & Profit Sharing Plan

401(k) retirement plan · Trellis Point, LLC's Trellis Point, LLC 401(k) & Profit Sharing Plan held $3.5M in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Christopher Finnecy signed Trellis Point, LLC's 2025 Form 5500 as plan administrator.

Christopher Finnecy — 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

Trellis Point, LLC's EIN is 27-0440214.

EIN 27-0440214

Plan number 001

Plan year 2025

ACK ID 20260505135628NAL0001592706001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Trellis Point, 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 TRELLIS POINT, 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

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 (91st percentile).

Plan sponsor

Name

TRELLIS POINT, LLC

EIN

all filings

Address

10091 BRECKSVILLE ROAD · BRECKSVILLE, OH · 44141

Phone

(440) 390-1619

Industry

Professional & Technical Services

Plan administrator