Back to filter
Original filing (PDF)20250731103324NAL0012912162001
TRAILMARK INC.
Form 5500-SF
FILING_RECEIVED
TRAILMARK INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
13
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRAILMARK INC..
Plan sponsor
Name
TRAILMARK INC.
EIN
58-2562410
Address
3379 PEACHTREE ROAD, NE · SUITE 520-424 · ATLANTA, GA · 30326
Phone
(404) 869-4600
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Finance & Insurance plans
MASTER MANAGER 2020, INC.
NAJAFI COMPANIES RETIREMENT PLAN
$3.3M · 8 participants
MURPHY WEALTH MANAGEMENT GROUP, INC.
MURPHY WEALTH MANAGEMENT GROUP, INC. 401K PROFIT SHARING PLAN AND TRUST
$3.3M · 5 participants
CALLAN CAPITAL LLC
CALLAN CAPITAL, LLC 401(K) SAVINGS PLAN
$3.3M · 12 participants
BUSINESS DEVELOPMENT COMPANY OF RHODE ISLAND
BUSINESS DEVELOPMENT COMPANY OF RHODE ISLAND RETIREMENT PLAN
$3.3M · 4 participants
FIELDS GOTTSCHO CAPITAL MANAGEMENT, LLC
FIELDS GOTTSCHO CAPITAL MANAGEMENT, LLC PROFIT SHARING PLAN
$3.3M · 4 participants
WILLIAMS ASSET MANAGEMENT
WILLIAMS ASSET MANAGEMENT 401(K) PLAN
$3.3M · 8 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants