How big is The Travillian Group, LLC's plan?

The Travillian Group, LLC's plan reported $774K in assets and 14 participants for 2024.

Original filing (PDF)20250602133658NAL0027771282001

The Travillian Group, LLC

Name: The Travillian Group, LLC — Travillian 401(k) Plan, Form 5500 (2024)
Creator: The Travillian Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Travillian 401(k) Plan

401(k) retirement plan · The Travillian Group, LLC's Travillian 401(k) Plan held $774K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$774K

Net assets (EOY)

$774K

People on this filing

Laura Yancoskie signed The Travillian Group, LLC's 2024 Form 5500 as plan administrator.

Laura Yancoskie — 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

The Travillian Group, LLC's EIN is 30-0343352.

EIN 30-0343352

Plan number 001

Plan year 2024

ACK ID 20250602133658NAL0027771282001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Travillian Group, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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