How big is TRM Design and Planning LLC's plan?

TRM Design and Planning LLC's plan reported $151K in assets and 1 participants for 2023.

Original filing (PDF)20241015135619NAL0049739472001

TRM Design and Planning LLC

Name: TRM Design and Planning LLC — TRM Design & Planning, Form 5500 (2023)
Creator: TRM Design and Planning LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TRM Design & Planning, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · TRM Design and Planning LLC's TRM Design & Planning, LLC 401(k) Profit Sharing Plan held $151K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$151K

Net assets (EOY)

$151K

People on this filing

Matthew Moscati signed TRM Design and Planning LLC's 2023 Form 5500 as plan administrator.

Matthew Moscati — 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

TRM Design and Planning LLC's EIN is 46-2482195.

EIN 46-2482195

Plan number 001

Plan year 2023

ACK ID 20241015135619NAL0049739472001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for TRM Design and Planning LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

TRM Design and Planning LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRM DESIGN AND PLANNING 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

TRM DESIGN AND PLANNING LLC

EIN

all filings

Address

448 DELAWARE AVENUE, SUITE 202 · BUFFALO, NY · 14202

Phone

(716) 883-3516

Industry

Professional & Technical Services

Plan administrator