How big is Trellis Partners LLC's plan?

Trellis Partners LLC's plan reported $1.8M in assets and 27 participants for 2024.

Original filing (PDF)20250417143649NAL0001894864001

Trellis Partners LLC

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

Form 5500-SF

FILING_RECEIVED

Trellis Partners LLC 401(k) Plan

401(k) retirement plan · Trellis Partners LLC's Trellis Partners LLC 401(k) Plan held $1.8M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Julee Pavelka signed Trellis Partners LLC's 2024 Form 5500 as plan administrator.

Julee Pavelka — 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

Trellis Partners LLC's EIN is 84-2301299.

EIN 84-2301299

Plan number 001

Plan year 2024

ACK ID 20250417143649NAL0001894864001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trellis Partners LLC'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 TRELLIS PARTNERS 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