How big is Trumbower Financial Advisors, LLC's plan?

Trumbower Financial Advisors, LLC's plan reported $9.9M in assets and 11 participants for 2025.

Original filing (PDF)20260514200049NAL0007635379001

Trumbower Financial Advisors, LLC

Name: Trumbower Financial Advisors, LLC — Trumbower, Form 5500 (2025)
Creator: Trumbower Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trumbower Financial Advisors LLC Employee Savings Plan

401(k) retirement plan · Trumbower Financial Advisors, LLC's Trumbower Financial Advisors LLC Employee Savings Plan held $9.9M in plan assets for 11 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

People on this filing

Victoria Trumbower signed Trumbower Financial Advisors, LLC's 2025 Form 5500 as plan administrator.

Victoria Trumbower — 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

Trumbower Financial Advisors, LLC's EIN is 52-1972696.

EIN 52-1972696

Plan number 003

Plan year 2025

ACK ID 20260514200049NAL0007635379001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Trumbower Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Trumbower Financial Advisors, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUMBOWER FINANCIAL ADVISORS, 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