How big is Trevian Wealth Management, LLC's plan?

Trevian Wealth Management, LLC's plan reported $2.0M in assets and 4 participants for 2024.

Original filing (PDF)20250715155748NAL0001447395001

Trevian Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Trevian Wealth Pension Plan

Defined-benefit pension plan · Trevian Wealth Management, LLC's Trevian Wealth Pension Plan held $2.0M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Trevian Wealth Management, LLC's EIN is 47-2843973.

EIN 47-2843973

Plan number 002

Plan year 2024

ACK ID 20250715155748NAL0001447395001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trevian Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trevian Wealth Management, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TREVIAN WEALTH MANAGEMENT, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score