How big is Tricord Consulting LLC's plan?

Tricord Consulting LLC's plan reported $13.6M in assets and 87 participants for 2024.

Original filing (PDF)20250708122256NAL0004651281001

Tricord Consulting LLC

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

Form 5500-SF

FILING_RECEIVED

Tricord Consulting LLC 401(k) Plan

401(k) retirement plan · Tricord Consulting LLC's Tricord Consulting LLC 401(k) Plan held $13.6M in plan assets for 87 participants in 2024.

Active participants

Accounts w/ balance

102

Plan assets (EOY)

$13.6M

Net assets (EOY)

$13.6M

People on this filing

Jeremy Mosley signed Tricord Consulting LLC's 2024 Form 5500 as plan administrator.

Jeremy Mosley — 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

Tricord Consulting LLC's EIN is 46-3145376.

EIN 46-3145376

Plan number 001

Plan year 2024

ACK ID 20250708122256NAL0004651281001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tricord Consulting LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tricord Consulting LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRICORD CONSULTING LLC.

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Plan health score

Above-average plan

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