· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TREO VENTURES, LLC — TREO VENTURES, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250919162503NAL0002547281001
TREO VENTURES, LLC
Form 5500-SF
FILING_RECEIVED
TREO VENTURES, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TREO VENTURES, LLC
.
Find decision makers
Plan sponsor
Name
TREO VENTURES, LLC
EIN
83-1530013
Address
140 WASHINGTON STREET, SUITE 200 · RENO, NV · 89503
Phone
(650) 402-2556
Industry
Finance & Insurance
see all
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
2025-09-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
PLANNING ALTERNATIVES, LTD.
PLANNING ALTERNATIVES, LTD. 401(K) PLAN
$2.8M · 24 participants
THORLEY WEALTH MANAGEMENT
THORLEY WEALTH MANAGEMENT 401K PLAN
$2.8M · 2 participants
COPELAND CAPITAL MANAGEMENT, LLC
COPELAND CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN
$2.8M · 29 participants
LYDON FINANCIAL ADVISORS, LLC
LYDON FINANCIAL ADVISORS CASH BALANCE PLAN
$2.8M · 14 participants
ALAN B. LANCZ & ASSOCIATES, INC.
ALAN B. LANCZ & ASSOCIATES, INC. CASH BALANCE PENSION PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.8M · 3 participants
CAPOBIANCO & ASSOCIATES, LLC DBA CAPOBIANCO FINANCIAL ADVISORS
CAPOBIANCO FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN
$2.8M · 5 participants
Large plans in Nevada
GREAT GRAY TRUST COMPANY, LLC
BLACKROCK EQUITY INDEX FUND
$7.0B
GREAT GRAY TRUST COMPANY, LLC
GQG PARTNERS INTERNATIONAL EQUITY CIT
$6.5B
GREAT GRAY TRUST COMPANY, LLC
AB US LARGE CAP GROWTH CIT (W SERIES)
$4.6B
GREAT GRAY TRUST COMPANY, LLC
LARGE CAP VALUE FUND
$3.9B
GREAT GRAY TRUST COMPANY, LLC
LARGE CAP GROWTH FUND III
$3.7B
GREAT GRAY TRUST COMPANY, LLC
AFL-CIO BUILDING INVESTMENT TRUST
$3.5B
