How big is Triality, LLC's plan?

Triality, LLC's plan reported $875K in assets and 2 participants for 2024.

Original filing (PDF)20250814123409NAL0009106387001

Triality, LLC

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

Form 5500-SF

FILING_RECEIVED

Triality, LLC 401(k) Plan

401(k) retirement plan · Triality, LLC's Triality, LLC 401(k) Plan held $875K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$875K

Net assets (EOY)

$875K

Plan identifiers

Triality, LLC's EIN is 82-5389372.

EIN 82-5389372

Plan number 001

Plan year 2024

ACK ID 20250814123409NAL0009106387001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Triality, 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 TRIALITY, 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 average account balance (99th percentile).

Plan sponsor

Name

TRIALITY, LLC

EIN

all filings

Address

PO BOX 8151 · ASHEVILLE, NC · 28814

Phone

—

Industry

Professional & Technical Services

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

2025-08-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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