How big is Trivant Custom Portfolio Group, LLC's plan?

Trivant Custom Portfolio Group, LLC's plan reported $3.5M in assets and 4 participants for 2024.

Original filing (PDF)20251014173521NAL0001735619004

Trivant Custom Portfolio Group, LLC

Name: Trivant Custom Portfolio Group, LLC — Trivant Custom, Form 5500 (2024)
Creator: Trivant Custom Portfolio Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trivant Custom Portfolio Group, LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Trivant Custom Portfolio Group, LLC's Trivant Custom Portfolio Group, LLC 401(k) Profit Sharing Plan & Trust held $3.5M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

John Barber signed Trivant Custom Portfolio Group, LLC's 2024 Form 5500 as plan administrator.

John Barber — 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

Trivant Custom Portfolio Group, LLC's EIN is 80-0083286.

EIN 80-0083286

Plan number 001

Plan year 2024

ACK ID 20251014173521NAL0001735619004

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trivant Custom Portfolio Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trivant Custom Portfolio Group, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRIVANT CUSTOM PORTFOLIO GROUP, LLC.

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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

Helping the score