Original filing (PDF)20240307112645NAL0028117217001

Trusted Wealth Partners, LLC

Name: Trusted Wealth Partners, LLC — Trusted Wealth, Form 5500 (2023)
Creator: Trusted Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trusted Wealth Partners, LLC Cash Balance Pension Plan

Defined-benefit pension plan · Trusted Wealth Partners, LLC's Trusted Wealth Partners, LLC Cash Balance Pension Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Trusted Wealth Partners, LLC's EIN is 82-3350510.

EIN 82-3350510

Plan number 002

Plan year 2023

ACK ID 20240307112645NAL0028117217001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Trusted Wealth Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Trusted Wealth Partners, LLC's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUSTED WEALTH PARTNERS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off