How big is Trevose Partners' plan?

Trevose Partners' plan reported $16K in assets and 8 participants for 2023.

Original filing (PDF)20240716082826NAL0002833953001

Trevose Partners

Name: Trevose Partners — Trevose Partners 401(k) Plan, Form 5500 (2023)
Creator: Trevose Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trevose Partners 401(k) Plan

401(k) retirement plan · Trevose Partners' Trevose Partners 401(k) Plan held $16K in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

Plan identifiers

Trevose Partners' EIN is 37-1817187.

EIN 37-1817187

Plan number 001

Plan year 2023

ACK ID 20240716082826NAL0002833953001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Trevose Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Trevose Partners' 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 TREVOSE PARTNERS.

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Plan health score

Above-average plan

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

Knocking points off