How big is Tricertus, LLC's plan?

Tricertus, LLC's plan reported $230K in assets and 9 participants for 2024.

Original filing (PDF)20250619074846NAL0001718707001

Tricertus, LLC

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

Form 5500-SF

FILING_RECEIVED

Tricertus, LLC 401(k) Plan

401(k) retirement plan · Tricertus, LLC's Tricertus, LLC 401(k) Plan held $230K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$230K

Net assets (EOY)

$230K

Plan identifiers

Tricertus, LLC's EIN is 82-1328770.

EIN 82-1328770

Plan number 001

Plan year 2024

ACK ID 20250619074846NAL0001718707001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tricertus, LLC's plan includes profit-sharing, 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 TRICERTUS, 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

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

Plan sponsor

Name

TRICERTUS, LLC

EIN

all filings

Address

440 E ROUTE 66 · GLENDORA, CA · 91740

Phone

(213) 341-6601

Industry

Professional & Technical Services

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

2025-06-19

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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