Back to filter
Original filing (PDF)20250912113239NAL0000758371001
TREND TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
TREND TECHNOLOGIES, LLC SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Active participants
197
Accounts w/ balance
193
Plan assets (EOY)
$16.8M
Net assets (EOY)
$16.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TREND TECHNOLOGIES, LLC.
Plan sponsor
Name
TREND TECHNOLOGIES, LLC
EIN
47-0898630
Address
4626 EUCALYPTUS AVENUE · CHINO, CA · 91710
Phone
(909) 597-7861
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-12
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $40K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
Investments
11 direct securities · 2 pooled funds· $16.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$16.1M
11 holdings
Common Collective Trust
$671K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Key Guaranteed Portfolio Fund Guaranteed Investment Contract | — | — | — | $3.8M | 22.8% | |
| American Funds Growth Fund of Amer A Registered Investment Company | — | — | — | $2.7M | 16.4% | |
| Empower S&P 500 Index Init Registered Investment Company | — | — | — | $2.4M | 14.3% | |
| Vanguard Total World Stock Index Admiral Registered Investment Company | — | — | — | $2.0M | 12.0% | |
| Oakmark Equity & Income Inv Registered Investment Company | — | — | — | $1.8M | 10.5% | |
| Empower T Rowe Price MdCp Gr Fund Inv Registered Investment Company | — | — | — | $1.1M | 6.4% | |
| Empower S&P Mid Cap 400 Index Init Registered Investment Company | — | — | — | $905K | 5.4% | |
| Baron Small Cap Retail Registered Investment Company | — | — | — | $683K | 4.1% | |
| LARGE CAP VALUE FUND II CL I2 GREAT GRAY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $368K | 2.2% | |
| Empower S&P SmallCap 600 Index Fund Inv Registered Investment Company | — | — | — | $311K | 1.9% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $302K | 1.8% | |
| PIMCO Total Return Admin Registered Investment Company | — | — | — | $287K | 1.7% | |
| maturing through November 2033 0 | — | — | — | $98K | 0.6% |
Related plans
Other plans using NFP RETIREMENT INC
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN
PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN
$4.7B · 8,873 participants
SEAGATE U.S. LLC
SEAGATE 401(K) PLAN
$2.3B · 3,104 participants
WOOD GROUP U.S. HOLDINGS, INC.
WOOD 401(K) PLAN
$2.1B · 6,541 participants
ATRIUS MSO, LLC
ATRIUS 401K RETIREMENT SAVINGS PLAN
$1.6B · 5,536 participants
SEALED AIR CORPORATION
SEALED AIR CORPORATION 401(K) AND PROFIT SHARING PLAN
$1.5B · 6,878 participants
Similar-size Manufacturing plans
MICROMETALS
MICROMETALS SECURITY & RETIREMENT PLAN AND TRUST
$16.8M · 126 participants
JUSTRITE MANUFACTURING COMPANY, LLC.
EAGLE MANUFACTURING COMPANY PENSION PLAN FOR HOURLY PAID EMPLOYEES
$16.7M · 89 participants
D & S MANUFACTURING COMPANY, INC.
D & S MANUFACTURING COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$16.7M · 113 participants
MECH-TRONICS LIMITED PARTNERSHIP
MECH-TRONICS EMPLOYEES' PROFIT SHARING AND RETIREMENT PLAN
$16.7M · 79 participants
HOPES WINDOWS, INC.
HOPES WINDOWS, INC. SALARIED 401K PLAN
$16.8M · 71 participants
PHILADELPHIA SIGN COMPANY, INC.
PHILADELPHIA SIGN COMPANY, INC. RETIREMENT PLAN
$16.9M · 216 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B