How big is Trifound Advisory LLC's plan?

Trifound Advisory LLC's plan reported $136K in assets and 16 participants for 2024.

Original filing (PDF)20250512115400NAL0016819217001

Trifound Advisory LLC

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

Form 5500-SF

FILING_RECEIVED

Trifound Advisory LLC 401(k) Plan

401(k) retirement plan · Trifound Advisory LLC's Trifound Advisory LLC 401(k) Plan held $136K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$136K

Net assets (EOY)

$136K

People on this filing

JILL Harris signed Trifound Advisory LLC's 2024 Form 5500 as plan administrator.

JILL Harris — 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

Trifound Advisory LLC's EIN is 38-3911009.

EIN 38-3911009

Plan number 001

Plan year 2024

ACK ID 20250512115400NAL0016819217001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trifound Advisory 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 TRIFOUND ADVISORY LLC.

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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

Helping the score