How big is Trott Brook Financial's plan?

Trott Brook Financial's plan reported $2.2M in assets and 3 participants for 2024.

Original filing (PDF)20250625140756NAL0011366496001

Trott Brook Financial

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

Form 5500-SF

FILING_RECEIVED

Trott Brook Financial 401(k) Plan

401(k) retirement plan · Trott Brook Financial's Trott Brook Financial 401(k) Plan held $2.2M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Nikki Cellette signed Trott Brook Financial's 2024 Form 5500 as plan administrator.

Nikki Cellette — 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

Trott Brook Financial's EIN is 41-1955975.

EIN 41-1955975

Plan number 001

Plan year 2024

ACK ID 20250625140756NAL0011366496001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trott Brook Financial'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 TROTT BROOK FINANCIAL.

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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