· 2022–2024 · DOL EFAST2

Trisha L Ellis LLC — Align Right Realty South Shore, Form 5500 (2024)

Original filing (PDF)20250609134928NAL0012349059001

Trisha L Ellis LLC

Form 5500-SF

FILING_RECEIVED

Align Right Realty South Shore 401(k) Plan

401(k) retirement plan · Trisha L Ellis LLC's Align Right Realty South Shore 401(k) Plan held $25K in plan assets for 3 participants in 2024.

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$25K

Net assets (EOY)

$25K

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

60

Vendor & structure

100

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

TRISHA L ELLIS LLC

EIN

81-2475953all filings

Address

443 APOLLO BEACH BLVD. · APOLLO BEACH, FL · 33572

Phone

(813) 541-4239

Industry

Real Estate

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

2025-06-09

Pension benefit codes

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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