How big is Trillium Management MSV, LLC's plan?

Trillium Management MSV, LLC's plan reported $852K in assets and 50 participants for 2025.

Original filing (PDF)20260506221129NAL0001767363002

Trillium Management MSV, LLC

Name: Trillium Management MSV, LLC — Trillium Management, Form 5500 (2025)
Creator: Trillium Management MSV, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trillium Management MSV LLC 401(k) Plan

401(k) retirement plan · Trillium Management MSV, LLC's Trillium Management MSV LLC 401(k) Plan held $852K in plan assets for 50 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$852K

Net assets (EOY)

$852K

Plan identifiers

Trillium Management MSV, LLC's EIN is 30-0788467.

EIN 30-0788467

Plan number 001

Plan year 2025

ACK ID 20260506221129NAL0001767363002

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Trillium Management MSV, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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