How big is Trekstone Financial LLC's plan?

Trekstone Financial LLC's plan reported $212K in assets and 2 participants for 2024.

Original filing (PDF)20250703150258NAL0000276515001

Trekstone Financial LLC

Name: Trekstone Financial LLC — Trekstone Financial Corp., Form 5500 (2024)
Creator: Trekstone Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trekstone Financial Corp.

401(k) retirement plan · Trekstone Financial LLC's Trekstone Financial Corp. held $212K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$212K

Net assets (EOY)

$212K

People on this filing

Bryant Llewelyn signed Trekstone Financial LLC's 2024 Form 5500 as plan administrator.

Bryant Llewelyn — 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

Trekstone Financial LLC's EIN is 27-1185482.

EIN 27-1185482

Plan number 001

Plan year 2024

ACK ID 20250703150258NAL0000276515001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trekstone Financial 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 TREKSTONE FINANCIAL 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