How big is Trifecta Research Group, LLC's plan?

Trifecta Research Group, LLC's plan reported $4.0M in assets and 13 participants for 2024.

Original filing (PDF)20251008154510NAL0014159762001

Trifecta Research Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Trifecta Research Group 401(k) Plan

401(k) retirement plan · Trifecta Research Group, LLC's Trifecta Research Group 401(k) Plan held $4.0M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Daniel C. Arnold signed Trifecta Research Group, LLC's 2024 Form 5500 as plan administrator.

Daniel C. Arnold — 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

Trifecta Research Group, LLC's EIN is 46-3431474.

EIN 46-3431474

Plan number 001

Plan year 2024

ACK ID 20251008154510NAL0014159762001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trifecta Research Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trifecta Research Group, 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 TRIFECTA RESEARCH GROUP, 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