How big is Trailhead Planners, LLC's plan?

Trailhead Planners, LLC's plan reported $205K in assets and 4 participants for 2024.

Original filing (PDF)20250723123821NAL0004097377001

Trailhead Planners, LLC

Name: Trailhead Planners, LLC — Trailhead Planners, LLC, Form 5500 (2024)
Creator: Trailhead Planners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trailhead Planners, LLC 401(k) Plan

401(k) retirement plan · Trailhead Planners, LLC's Trailhead Planners, LLC 401(k) Plan held $205K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$205K

Net assets (EOY)

$205K

Plan identifiers

Trailhead Planners, LLC's EIN is 81-3324371.

EIN 81-3324371

Plan number 001

Plan year 2024

ACK ID 20250723123821NAL0004097377001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trailhead Planners, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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