How big is Trustedsec, LLC's plan?

Trustedsec, LLC's plan reported $14.9M in assets and 113 participants for 2024.

Original filing (PDF)20250530125826NAL0005220243001

Trustedsec, LLC

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

Form 5500-SF

FILING_RECEIVED

Trustedsec, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Trustedsec, LLC's Trustedsec, LLC 401(k) Profit Sharing Plan and Trust held $14.9M in plan assets for 113 participants in 2024.

Active participants

113

Accounts w/ balance

121

Plan assets (EOY)

$14.9M

Net assets (EOY)

$14.9M

People on this filing

KIM Desimone signed Trustedsec, LLC's 2024 Form 5500 as plan administrator.

KIM Desimone — 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

Trustedsec, LLC's EIN is 80-0765861.

EIN 80-0765861

Plan number 001

Plan year 2024

ACK ID 20250530125826NAL0005220243001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score