How big is Trellist, Inc.'s plan?

Trellist, Inc.'s plan reported $9.9M in assets and 44 participants for 2024.

Original filing (PDF)20250822135506NAL0010019490001

Trellist, Inc.

Name: Trellist, Inc. — Trellist, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Trellist, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trellist, Inc. 401(k) Plan

401(k) retirement plan · Trellist, Inc.'s Trellist, Inc. 401(k) Plan held $9.9M in plan assets for 44 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

Plan identifiers

Trellist, Inc.'s EIN is 51-0365610.

EIN 51-0365610

Plan number 001

Plan year 2024

ACK ID 20250822135506NAL0010019490001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trellist, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trellist, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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