How big is Trivette & Osborne DDS, PLLC's plan?

Trivette & Osborne DDS, PLLC's plan reported $5.4M in assets and 23 participants for 2024.

Original filing (PDF)20251013105229NAL0001143937001

Trivette & Osborne DDS, PLLC

Name: Trivette & Osborne DDS, PLLC — Trivette & Osborne, Form 5500 (2024)
Creator: Trivette & Osborne DDS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trivette & Osborne DDS, PLLC 401(k) Plan

401(k) retirement plan · Trivette & Osborne DDS, PLLC's Trivette & Osborne DDS, PLLC 401(k) Plan held $5.4M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

People on this filing

Derek Osborne signed Trivette & Osborne DDS, PLLC's 2024 Form 5500 as plan administrator.

Derek Osborne — 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

Trivette & Osborne DDS, PLLC's EIN is 62-1723976.

EIN 62-1723976

Plan number 101

Plan year 2024

ACK ID 20251013105229NAL0001143937001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trivette & Osborne DDS, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trivette & Osborne DDS, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRIVETTE & OSBORNE DDS, PLLC.

Finding similar companies…

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