How big is Tress Capitol Advisors, LLC's plan?

Tress Capitol Advisors, LLC's plan reported $843K in assets and 3 participants for 2024.

Original filing (PDF)20251006115051NAL0005992768001

Tress Capitol Advisors, LLC

Name: Tress Capitol Advisors, LLC — Tress Capitol, Form 5500 (2024)
Creator: Tress Capitol Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tress Capitol Advisors, LLC 401(k) Plan

401(k) retirement plan · Tress Capitol Advisors, LLC's Tress Capitol Advisors, LLC 401(k) Plan held $843K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$843K

Net assets (EOY)

$843K

Plan identifiers

Tress Capitol Advisors, LLC's EIN is 46-2924090.

EIN 46-2924090

Plan number 001

Plan year 2024

ACK ID 20251006115051NAL0005992768001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tress Capitol Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tress Capitol Advisors, 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 TRESS CAPITOL ADVISORS, 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