How big is Trilogy Warehouse Partners III's plan?

Trilogy Warehouse Partners III's plan reported $15K in assets and 7 participants for 2024.

Original filing (PDF)20250530102814NAL0005165875001

Trilogy Warehouse Partners III

Name: Trilogy Warehouse Partners III — Trilogy Warehouse, Form 5500 (2024)
Creator: Trilogy Warehouse Partners III
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trilogy Warehouse Partners III, LLC 401(k) Plan

401(k) retirement plan · Trilogy Warehouse Partners III's Trilogy Warehouse Partners III, LLC 401(k) Plan held $15K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15K

Net assets (EOY)

$15K

People on this filing

Paul Mortensen signed Trilogy Warehouse Partners III's 2024 Form 5500 as plan administrator.

Paul Mortensen — 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

Trilogy Warehouse Partners III's EIN is 83-2853260.

EIN 83-2853260

Plan number 001

Plan year 2024

ACK ID 20250530102814NAL0005165875001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trilogy Warehouse Partners III from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trilogy Warehouse Partners III'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 TRILOGY WAREHOUSE PARTNERS III.

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Plan health score

Above-average plan

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

Knocking points off