How big is TRE Brokerage LLC's plan?

TRE Brokerage LLC's plan reported $294K in assets and 5 participants for 2024.

Original filing (PDF)20250720072806NAL0000274784001

TRE Brokerage LLC

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

Form 5500-SF

FILING_RECEIVED

TRE Brokerage LLC 401(k) Plan

401(k) retirement plan · TRE Brokerage LLC's TRE Brokerage LLC 401(k) Plan held $294K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$294K

Net assets (EOY)

$294K

People on this filing

Shirley Horner signed TRE Brokerage LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

TRE Brokerage LLC's EIN is 82-2733871.

EIN 82-2733871

Plan number 001

Plan year 2024

ACK ID 20250720072806NAL0000274784001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

TRE Brokerage LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRE BROKERAGE 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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

TRE BROKERAGE LLC

EIN

all filings

Address

1416 LARIMER ST · STE 203 · DENVER, CO · 80202

Phone

(720) 933-9411

Industry

Real Estate

Plan administrator