Back to filter
Original filing (PDF)20250424130244NAL0007205297001
TRAILHEAD WEALTH MANAGEMENT, LLC
Form 5500-SF
FILING_RECEIVED
TRAILHEAD WEALTH MANAGEMENT, LLC EMPLOYEES SAVINGS TRUST
401(k) retirement plan
Active participants
11
Accounts w/ balance
13
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRAILHEAD WEALTH MANAGEMENT, LLC.
Plan sponsor
Name
TRAILHEAD WEALTH MANAGEMENT, LLC
EIN
46-1175998
Address
801 MAIN STREET · SUITE 300 · LOUISVILLE, CO · 800271898
Phone
(720) 625-3300
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
MONG THANH LAM, SOLE PROPRIETOR
SIMON LAM CASH BALANCE PLAN
$2.7M · 3 participants
QUINBROOK INFRASTRUCTURE PARTNER
QUINBROOK US LLC 401K PLAN
$2.7M · 18 participants
INSPIRION WEALTH ADVISORS, LLC
INSPIRION WEALTH ADVISORS, LLC 401(K) P/S PLAN
$2.7M · 12 participants
KIMBERLEE M ORTH
KIMBERLEE M. ORTH DEFINED BENEFIT PLAN
$2.7M · 10 participants
FAMILY OFFICE EXCHANGE, LLC
FAMILY OFFICE EXCHANGE, LLC 401(K) PLAN
$2.7M · 38 participants
CAMBRIDGE FINANCIAL GROUP, INC.
CAMBRIDGE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN
$2.7M · 6 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B