Back to filter
Original filing (PDF)20251015204511NAL0011472946001
TRM LABS INC.
Form 5500
FILING_RECEIVED
TRM LABS 401(K) PLAN
401(k) retirement plan
Active participants
137
Accounts w/ balance
156
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (19 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRM LABS INC..
Plan sponsor
Name
TRM LABS INC.
EIN
82-1623139
Address
548 MARKET ST. · PMB 85965 · SAN FRANCISCO, CA · 94104
Phone
(415) 915-5855
Industry
Software Publishers· Information / Tech / Mediasee all
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRAGER METIS CPAS LLPS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $13K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using HUMAN INTEREST ADVISOR LLC
ROMAN HEALTH VENTURES, INC.
ROMAN 401(K) PLAN
$39.9M · 489 participants
FAIRE WHOLESALE, INC.
FAIRE 401(K) PLAN
$32.7M · 560 participants
REMARKABLE FOODS, INC.
REMARKABLE FOODS, INC. 401(K) PLAN
$23.2M · 2,005 participants
CODA PROJECT, INC.
CODA PROJECT 401(K) PLAN
$18.3M · 187 participants
ODDBALL, INC.
ODDBALL 401(K) PLAN
$17.0M · 311 participants
MODERN LIFE INC.
MODERN HEALTH 401(K) PLAN
$16.6M · 266 participants
Similar-size Software Publishers plans
GOANIMATE, INC.
GOANIMATE, INC. 401(K) PLAN
$6.7M · 104 participants
EZOIC, INC.
EZOIC 401(K) PLAN
$6.7M · 80 participants
TEXTNOW, INC
TEXTNOW 401(K) PLAN
$6.7M · 110 participants
MEDICAL GUARDIAN, LLC
MEDICAL GUARDIAN, LLC 401(K) PLAN
$6.6M · 370 participants
RAKEN, INC.
RAKEN 401(K) PLAN
$6.6M · 105 participants
TRANSPARENT LANGUAGE, INC.
TRANSPARENT LANGUAGE, INC. 401(K) PLAN
$6.6M · 36 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B