How big is Trellis Group, LLC's plan?

Trellis Group, LLC's plan reported $56K in assets and 4 participants for 2024.

Original filing (PDF)20251009171058NAL0016728466001

Trellis Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Trellis Group, LLC 401(k) Plan

401(k) retirement plan · Trellis Group, LLC's Trellis Group, LLC 401(k) Plan held $56K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$56K

Net assets (EOY)

$56K

People on this filing

Richard Tatum signed Trellis Group, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Trellis Group, LLC's EIN is 82-3807998.

EIN 82-3807998

Plan number 001

Plan year 2024

ACK ID 20251009171058NAL0016728466001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trellis Group, LLC's plan includes 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 TRELLIS GROUP, 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