How big is TRB Advisors LP's plan?

TRB Advisors LP's plan reported $3.0M in assets and 7 participants for 2024.

Original filing (PDF)20250606131228NAL0012385713001

TRB Advisors LP

Name: TRB Advisors LP — TRB Advisors LP 401(k) Plan, Form 5500 (2024)
Creator: TRB Advisors LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TRB Advisors LP 401(k) Plan

401(k) retirement plan · TRB Advisors LP's TRB Advisors LP 401(k) Plan held $3.0M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Leonard Paris signed TRB Advisors LP's 2024 Form 5500 as plan administrator.

Leonard Paris — 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

TRB Advisors LP's EIN is 27-1181099.

EIN 27-1181099

Plan number 001

Plan year 2024

ACK ID 20250606131228NAL0012385713001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TRB Advisors LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TRB Advisors LP'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 TRB ADVISORS LP.

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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