How big is Trillium Financial Advisors, PC's plan?

Trillium Financial Advisors, PC's plan reported $1.2M in assets and 2 participants for 2024.

Original filing (PDF)20250701145222NAL0006816179001

Trillium Financial Advisors, PC

Name: Trillium Financial Advisors, PC — Trillium Financial, Form 5500 (2024)
Creator: Trillium Financial Advisors, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trillium Financial Advisors 401(k) Plan

401(k) retirement plan · Trillium Financial Advisors, PC's Trillium Financial Advisors 401(k) Plan held $1.2M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Douglas C Postma signed Trillium Financial Advisors, PC's 2024 Form 5500 as plan administrator.

Douglas C Postma — 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

Trillium Financial Advisors, PC's EIN is 37-1740698.

EIN 37-1740698

Plan number 001

Plan year 2024

ACK ID 20250701145222NAL0006816179001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trillium Financial Advisors, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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 (99th percentile).

Plan sponsor

Name

TRILLIUM FINANCIAL ADVISORS, PC

DBA

DBA TRILLIUM FINANCIAL ADVISORS

EIN

all filings

Address

4250 CHICAGO DR. SW · GRANDVILLE, MI · 49418

Phone

(616) 530-1816

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