How big is Trusted Legal's plan?

Trusted Legal's plan reported $274K in assets and 4 participants for 2024.

Original filing (PDF)20250711084321NAL0006135009001

Trusted Legal

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

Form 5500-SF

FILING_RECEIVED

Trusted Legal 401(k) Plan

401(k) retirement plan · Trusted Legal's Trusted Legal 401(k) Plan held $274K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$274K

Net assets (EOY)

$274K

People on this filing

Naomi Dewey signed Trusted Legal's 2024 Form 5500 as plan administrator.

Naomi Dewey — 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

Trusted Legal's EIN is 81-0923630.

EIN 81-0923630

Plan number 001

Plan year 2024

ACK ID 20250711084321NAL0006135009001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trusted Legal's plan includes 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 TRUSTED LEGAL.

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

TRUSTED LEGAL

EIN

all filings

Address

21 E. CARRILLO STREET · SUITE 130 · SANTA BARBARA, CA · 93101

Phone

(805) 979-5160

Industry

Professional & Technical Services

Plan administrator