How big is Trellis, Inc.'s plan?

Trellis, Inc.'s plan reported $488K in assets and 20 participants for 2024.

Original filing (PDF)20250922112251NAL0004649617001

Trellis, Inc.

Name: Trellis, Inc. — Trellis, Inc. 401(k) PSP, Form 5500 (2024)
Creator: Trellis, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trellis, Inc. 401(k) PSP

401(k) retirement plan · Trellis, Inc.'s Trellis, Inc. 401(k) PSP held $488K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$488K

Net assets (EOY)

$488K

Plan identifiers

Trellis, Inc.'s EIN is 35-2511095.

EIN 35-2511095

Plan number 002

Plan year 2024

ACK ID 20250922112251NAL0004649617001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trellis, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

TRELLIS, INC.

EIN

all filings

Address

1750 BLANKENSHIP ROAD., STE 160 · WEST LINN, OR · 97068

Phone

(503) 387-5775

Industry

Health Care & Social Assistance

Plan administrator