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Original filing (PDF)20251015140252NAL0006510912001
TRISALUS LIFE SCIENCES, INC.
Form 5500
FILING_RECEIVED
TRISALUS LIFE SCIENCES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
116
Accounts w/ balance
137
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
How this plan invests
This plan
14 pooled trusts
Schedule D
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRISALUS LIFE SCIENCES, INC..
Plan sponsor
Name
TRISALUS LIFE SCIENCES, INC.
EIN
27-0629393
Address
6272 W 91ST AVE · WESTMINSTER, CO · 80031
Phone
(773) 230-7920
Industry
Manufacturingsee all
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH AND HOWARD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN LP | — | NASHVILLE, TN | INVESTMENT ADVISOR | $23K | — |
Investments
14 pooled funds· $5.6M(60% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AB MULTI-MGR RET TRUST 2040 W-SERIE GREAT GRAY · EIN 38-4116849 / PN 544 | Common Collective Trust | — | — | $1.2M | 13.0% | |
| AB MULTI-MGR RET TRUST 2035 W-SERIE GREAT GRAY · EIN 38-4116848 / PN 543 | Common Collective Trust | — | — | $1.1M | 12.0% | |
| AB MULTI-MGR RET TRUST 2045 W-SERIE GREAT GRAY · EIN 38-4116850 / PN 545 | Common Collective Trust | — | — | $707K | 7.6% | |
| AB MULTI-MGR RET TRUST 2055 W-SERIE GREAT GRAY · EIN 38-4116852 / PN 547 | Common Collective Trust | — | — | $448K | 4.8% | |
| AB MULTI-MGR RET TRUST 2025 W-SERIE GREAT GRAY · EIN 38-4116846 / PN 541 | Common Collective Trust | — | — | $438K | 4.7% | |
| AB MULTI-MGR RET TRUST 2020 W-SERIE GREAT GRAY · EIN 38-4116845 / PN 540 | Common Collective Trust | — | — | $363K | 3.9% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | $231K | $345K | 3.7% | |
| AB MULTI-MGR RET TRUST 2050 W-SERIE GREAT GRAY · EIN 38-4116851 / PN 546 | Common Collective Trust | — | — | $339K | 3.6% | |
| AB MULTI-MGR RET TRUST 2030 W-SERIE GREAT GRAY · EIN 38-4116847 / PN 542 | Common Collective Trust | — | — | $290K | 3.1% | |
| AB MULTI-MGR RET TRUST 2060 W-SERIE GREAT GRAY · EIN 38-4116853 / PN 548 | Common Collective Trust | — | — | $207K | 2.2% | |
| AB US SMALL AND MID CAP VAL W SERIE GREAT GRAY · EIN 38-4116868 / PN 532 | Common Collective Trust | — | — | $120K | 1.3% | |
| AB MULTI-MGR RET ALLOC TRUST W-SERI GREAT GRAY · EIN 38-4116842 / PN 000 | Common Collective Trust | — | — | $8K | <0.1% | |
| AB MULTI-MGR RET TRUST 2015 W-SERIE GREAT GRAY · EIN 38-4116844 / PN 539 | Common Collective Trust | — | — | $739 | <0.1% | |
| AB MULTI-MGR RET TRUST 2010 W-SERIE GREAT GRAY · EIN 38-4116843 / PN 538 | Common Collective Trust | — | — | $0 | <0.1% |