How big is Trillium Square Advisors LLC's plan?

Trillium Square Advisors LLC's plan reported $119K in assets and 2 participants for 2024.

Original filing (PDF)20250718082946NAL0001417393001

Trillium Square Advisors LLC

Name: Trillium Square Advisors LLC — Trillium Square, Form 5500 (2024)
Creator: Trillium Square Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trillium Square Advisors LLC 401(k) Plan

401(k) retirement plan · Trillium Square Advisors LLC's Trillium Square Advisors LLC 401(k) Plan held $119K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$119K

Net assets (EOY)

$119K

People on this filing

Sukesh PAI signed Trillium Square Advisors LLC's 2024 Form 5500 as plan administrator.

Sukesh PAI — 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

Trillium Square Advisors LLC's EIN is 82-4264111.

EIN 82-4264111

Plan number 001

Plan year 2024

ACK ID 20250718082946NAL0001417393001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trillium Square Advisors 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 TRILLIUM SQUARE ADVISORS 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