How big is Trailhead Institute's plan?

Trailhead Institute's plan reported $2.1M in assets and 46 participants for 2024.

Original filing (PDF)20250321141437NAL0004417939001

Trailhead Institute

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

Form 5500-SF

FILING_RECEIVED

Trailhead Institute 401(k) Plan

401(k) retirement plan · Trailhead Institute's Trailhead Institute 401(k) Plan held $2.1M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Tyler Shirey signed Trailhead Institute's 2024 Form 5500 as plan administrator.

Tyler Shirey — 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

Trailhead Institute's EIN is 84-1267213.

EIN 84-1267213

Plan number 001

Plan year 2024

ACK ID 20250321141437NAL0004417939001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trailhead Institute's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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