Original filing (PDF)20251126141221NAL0007128128001

Treft Financial Services, Inc.

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

Form 5500-SF

FILING_RECEIVED

Treft Financial Services, Inc. SOCA Benefit Plan

Health & welfare plan · Treft Financial Services, Inc.'s Treft Financial Services, Inc. SOCA Benefit Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Matt Appenzeller signed Treft Financial Services, Inc.'s 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Treft Financial Services, Inc.'s EIN is 31-1360749.

EIN 31-1360749

Plan number 501

Plan year 2024

ACK ID 20251126141221NAL0007128128001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Treft Financial Services, Inc.'s plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TREFT FINANCIAL SERVICES, INC.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score