How big is Trilogy Innovations, Inc.'s plan?

Trilogy Innovations, Inc.'s plan reported $3.0M in assets and 45 participants for 2024.

Original filing (PDF)20251013180358NAL0003895490001

Trilogy Innovations, Inc.

Name: Trilogy Innovations, Inc. — Trilogy Innovations, Form 5500 (2024)
Creator: Trilogy Innovations, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trilogy Innovations, Inc. 401(k) Plan

401(k) retirement plan · Trilogy Innovations, Inc.'s Trilogy Innovations, Inc. 401(k) Plan held $3.0M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Brandon Downey signed Trilogy Innovations, Inc.'s 2024 Form 5500 as plan administrator.

Brandon Downey — 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

Trilogy Innovations, Inc.'s EIN is 27-3937315.

EIN 27-3937315

Plan number 001

Plan year 2024

ACK ID 20251013180358NAL0003895490001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trilogy Innovations, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trilogy Innovations, Inc.'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 TRILOGY INNOVATIONS, INC..

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Plan health score

Above-average plan

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

Knocking points off