How big is Trillium Management, Inc.'s plan?

Trillium Management, Inc.'s plan reported $1.2M in assets and 6 participants for 2024.

Original filing (PDF)20250527104304NAL0003924323001

Trillium Management, Inc.

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

Form 5500-SF

FILING_RECEIVED

Trillium Management, Inc. 401(k) Plan & Trust

401(k) retirement plan · Trillium Management, Inc.'s Trillium Management, Inc. 401(k) Plan & Trust held $1.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Trillium Management, Inc.'s EIN is 58-1821718.

EIN 58-1821718

Plan number 001

Plan year 2024

ACK ID 20250527104304NAL0003924323001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trillium Management, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off