How big is Truscott Rossman Group LLC's plan?

Truscott Rossman Group LLC's plan reported $1.2M in assets and 20 participants for 2025.

Original filing (PDF)20260327122544NAL0006899873001

Truscott Rossman Group LLC

Name: Truscott Rossman Group LLC — Truscott Rossman Group, Form 5500 (2025)
Creator: Truscott Rossman Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Truscott Rossman Group 401(k) Plan

401(k) retirement plan · Truscott Rossman Group LLC's Truscott Rossman Group 401(k) Plan held $1.2M in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Jeffrey Tippett signed Truscott Rossman Group LLC's 2025 Form 5500 as plan administrator.

Jeffrey Tippett — 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

Truscott Rossman Group LLC's EIN is 27-4346022.

EIN 27-4346022

Plan number 001

Plan year 2025

ACK ID 20260327122544NAL0006899873001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Truscott Rossman Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Truscott Rossman Group 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 TRUSCOTT ROSSMAN GROUP LLC.

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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

Helping the score