How big is Custom Trim Design, LLC's plan?

Custom Trim Design, LLC's plan reported $199K in assets and 4 participants for 2024.

Original filing (PDF)20251007212556NAL0008798768001

Custom Trim Design, LLC

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

Form 5500-SF

FILING_RECEIVED

Custom Trim Design 401(k) Plan

401(k) retirement plan · Custom Trim Design, LLC's Custom Trim Design 401(k) Plan held $199K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$199K

Net assets (EOY)

$199K

People on this filing

Heather Stewart signed Custom Trim Design, LLC's 2024 Form 5500 as plan administrator.

Heather Stewart — 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

Custom Trim Design, LLC's EIN is 45-4235266.

EIN 45-4235266

Plan number 001

Plan year 2024

ACK ID 20251007212556NAL0008798768001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Custom Trim Design, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Custom Trim Design, 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 CUSTOM TRIM DESIGN, 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