How big is Trellis LLC's plan?

Trellis LLC's plan reported $54K in assets and 48 participants for 2024.

Original filing (PDF)20250718151620NAL0001027811001

Trellis LLC

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

Form 5500-SF

FILING_RECEIVED

Trellis 401(k) Plan

401(k) retirement plan · Trellis LLC's Trellis 401(k) Plan held $54K in plan assets for 48 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$54K

Net assets (EOY)

$54K

People on this filing

Marcus Bowie signed Trellis LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Trellis LLC's EIN is 61-1767011.

EIN 61-1767011

Plan number 001

Plan year 2024

ACK ID 20250718151620NAL0001027811001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trellis LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TRELLIS LLC

EIN

all filings

Address

6725 YARROW STREET · ARVADA, CO · 80004

Phone

(720) 244-0206

Industry

Wholesale Trade

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

2025-07-18

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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