How big is Trilogy Marketing, Inc.'s plan?

Trilogy Marketing, Inc.'s plan reported $5.0M in assets and 39 participants for 2024.

Original filing (PDF)20250519085905NAL0001003811001

Trilogy Marketing, Inc.

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

Form 5500-SF

FILING_RECEIVED

Trilogy Marketing, Inc.401(k) Plan

401(k) retirement plan · Trilogy Marketing, Inc.'s Trilogy Marketing, Inc.401(k) Plan held $5.0M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

Laura Stevens signed Trilogy Marketing, Inc.'s 2024 Form 5500 as plan administrator.

Laura Stevens — 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

Trilogy Marketing, Inc.'s EIN is 38-3263729.

EIN 38-3263729

Plan number 001

Plan year 2024

ACK ID 20250519085905NAL0001003811001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trilogy Marketing, Inc.'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 TRILOGY MARKETING, INC..

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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

Knocking points off