Original filing (PDF)20250917123426NAL0000483505001

TRISON & ASSOCIATES LLC

Name: TRISON & ASSOCIATES LLC — TRISON & ASSOCIATES LLC 401(K) PLAN, Form 5500 (2024)
Creator: TRISON & ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

TRISON & ASSOCIATES LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$91K

Net assets (EOY)

$91K

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.

Decision-maker contacts

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

Plan sponsor

Name

TRISON & ASSOCIATES LLC

EIN

81-4257979all filings

Address

2701 E STATE HWY 121 · BUILDING 5, SUITE 500 · LEWISVILLE, TX · 75056

Phone

(905) 821-7777

Industry

Wholesale Tradesee all

Plan administrator

Name

COMPASS 360, LLC

EIN

81-1939215

City

STRATHAM, NH

Phone

(603) 778-9920

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-17

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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