How big is Trisperity Advisors, LLC's plan?

Trisperity Advisors, LLC's plan reported $2.1M in assets and 2 participants for 2024.

Original filing (PDF)20250603111350NAL0007194275001

Trisperity Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Trisperity Advisors Cash Balance Plan

Defined-benefit pension plan · Trisperity Advisors, LLC's Trisperity Advisors Cash Balance Plan held $2.1M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

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

EIN 27-1770453

Plan number 002

Plan year 2024

ACK ID 20250603111350NAL0007194275001

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 a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score