How big is Ray Trombley Associates, LLC DBA Trombley Assoc's plan?

Ray Trombley Associates, LLC DBA Trombley Assoc's plan reported $2.4M in assets and 4 participants for 2024.

Original filing (PDF)20250422142223NAL0004386801001

Ray Trombley Associates, LLC DBA Trombley Assoc

Name: Ray Trombley Associates, LLC DBA Trombley Assoc — Form 5500 Plan 001 (2024)
Creator: Ray Trombley Associates, LLC DBA Trombley Assoc
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trombley Associates Employee Savings Retirement Plan

401(k) retirement plan · Ray Trombley Associates, LLC DBA Trombley Assoc's Trombley Associates Employee Savings Retirement Plan held $2.4M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Barbara Trombley signed Ray Trombley Associates, LLC DBA Trombley Assoc's 2024 Form 5500 as plan administrator.

Barbara Trombley — 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

Ray Trombley Associates, LLC DBA Trombley Assoc's EIN is 27-1353598.

EIN 27-1353598

Plan number 001

Plan year 2024

ACK ID 20250422142223NAL0004386801001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ray Trombley Associates, LLC DBA Trombley Assoc from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ray Trombley Associates, LLC DBA Trombley Assoc'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 RAY TROMBLEY ASSOCIATES, LLC DBA TROMBLEY ASSOC.

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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