Original filing (PDF)20250709194451NAL0003025443001

TRIVIUM LLC

Name: TRIVIUM LLC — Form 5500 (2024)
Creator: TRIVIUM LLC

Form 5500-SF

FILING_RECEIVED

TRIVIUM LLC

401(k) retirement plan

Active participants

103

Accounts w/ balance

Plan assets (EOY)

$762K

Net assets (EOY)

$762K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIVIUM LLC.

Plan sponsor

Name

TRIVIUM LLC

EIN

46-3426081

Address

333 W MIFFLIN ST UNIT 6130 · MADISON, WI · 53703

Phone

(608) 751-6626

Industry

Health Care & Social Assistancesee 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

2025-07-09

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)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 28% as many balances as active participants — suggests many active employees aren't deferring.

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.