How big is TREO Ventures, LLC's plan?

TREO Ventures, LLC's plan reported $2.8M in assets and 3 participants for 2024.

Original filing (PDF)20250919162503NAL0002547281001

TREO Ventures, LLC

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

Form 5500-SF

FILING_RECEIVED

TREO Ventures, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · TREO Ventures, LLC's TREO Ventures, LLC 401(k) Profit Sharing Plan held $2.8M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Theresa Pappas signed TREO Ventures, LLC's 2024 Form 5500 as plan administrator.

Theresa Pappas — 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

TREO Ventures, LLC's EIN is 83-1530013.

EIN 83-1530013

Plan number 001

Plan year 2024

ACK ID 20250919162503NAL0002547281001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

TREO Ventures, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TREO VENTURES, 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