How big is Trevian Capital LLC's plan?

Trevian Capital LLC's plan reported $502K in assets and 6 participants for 2023.

Original filing (PDF)20241007150013NAL0015380641001

Trevian Capital LLC

Name: Trevian Capital LLC — Trevian Capital 401(k) Plan, Form 5500 (2023)
Creator: Trevian Capital LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trevian Capital 401(k) Plan

401(k) retirement plan · Trevian Capital LLC's Trevian Capital 401(k) Plan held $502K in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$502K

Net assets (EOY)

$502K

People on this filing

Michael Hoffenberg signed Trevian Capital LLC's 2023 Form 5500 as plan administrator.

Michael Hoffenberg — 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

Trevian Capital LLC's EIN is 45-4761295.

EIN 45-4761295

Plan number 001

Plan year 2023

ACK ID 20241007150013NAL0015380641001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Trevian Capital LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Trevian Capital 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 TREVIAN CAPITAL 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