How big is Trilogy Real Estate, LLC's plan?

Trilogy Real Estate, LLC's plan reported $1.8M in assets and 21 participants for 2024.

Original filing (PDF)20250626061414NAL0005019075002

Trilogy Real Estate, LLC

Name: Trilogy Real Estate, LLC — Summit Real Estate Group, Form 5500 (2024)
Creator: Trilogy Real Estate, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Real Estate Group 401(k) Plan

401(k) retirement plan · Trilogy Real Estate, LLC's Summit Real Estate Group 401(k) Plan held $1.8M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Laurie Allen signed Trilogy Real Estate, LLC's 2024 Form 5500 as plan administrator.

Laurie Allen — 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 Real Estate, LLC's EIN is 43-1776624.

EIN 43-1776624

Plan number 001

Plan year 2024

ACK ID 20250626061414NAL0005019075002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trilogy Real Estate, 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 TRILOGY REAL ESTATE, LLC.

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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