Original filing (PDF)20250513133007NAL0018136849001

TRUMBOWER FINANCIAL ADVISORS, LLC

Name: TRUMBOWER FINANCIAL ADVISORS, LLC — TRUMBOWER FINANCIAL ADVISORS LLC EMPLOYEE SAVINGS PLAN, Form 5500 (2024)
Creator: TRUMBOWER FINANCIAL ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

TRUMBOWER FINANCIAL ADVISORS LLC EMPLOYEE SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUMBOWER FINANCIAL ADVISORS, LLC.

Plan sponsor

Name

TRUMBOWER FINANCIAL ADVISORS, LLC

EIN

52-1972696

Address

3 BETHESDA METRO CENTER SUITE 340 · BETHESDA, MD · 20814

Phone

(301) 215-8341

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-13

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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