How big is Trapp Financial, LLC's plan?

Trapp Financial, LLC's plan reported $2.3M in assets and 5 participants for 2024.

Original filing (PDF)20250730073340NAL0005101488001

Trapp Financial, LLC

Name: Trapp Financial, LLC — Trapp Financial, LLC 401(k), Form 5500 (2024)
Creator: Trapp Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trapp Financial, LLC 401(k) Plan and Trust

401(k) retirement plan · Trapp Financial, LLC's Trapp Financial, LLC 401(k) Plan and Trust held $2.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Trapp Financial, LLC's EIN is 36-3844847.

EIN 36-3844847

Plan number 001

Plan year 2024

ACK ID 20250730073340NAL0005101488001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trapp Financial, 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 TRAPP FINANCIAL, 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