How big is Trisperity Advisors, LLC's plan?

Trisperity Advisors, LLC's plan reported $401K in assets and 2 participants for 2024.

Original filing (PDF)20250522164120NAL0002878257001

Trisperity Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Trisperity Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · Trisperity Advisors, LLC's Trisperity Advisors 401(k) Profit Sharing Plan held $401K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$401K

Net assets (EOY)

$401K

Plan identifiers

Trisperity Advisors, LLC's EIN is 27-1770453.

EIN 27-1770453

Plan number 001

Plan year 2024

ACK ID 20250522164120NAL0002878257001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trisperity Advisors, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRISPERITY ADVISORS, 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