How big is Trusted Partners LLC's plan?

Trusted Partners LLC's plan reported $496K in assets and 4 participants for 2023.

Original filing (PDF)20241015154439NAL0028983217001

Trusted Partners LLC

Name: Trusted Partners LLC — Trusted Partners LLC Cash, Form 5500 (2023)
Creator: Trusted Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trusted Partners LLC Cash Balance Plan

Defined-benefit pension plan · Trusted Partners LLC's Trusted Partners LLC Cash Balance Plan held $496K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$496K

Net assets (EOY)

$496K

People on this filing

Philip Cowdell signed Trusted Partners LLC's 2023 Form 5500 as plan administrator.

Philip Cowdell — 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

Trusted Partners LLC's EIN is 84-2579923.

EIN 84-2579923

Plan number 001

Plan year 2023

ACK ID 20241015154439NAL0028983217001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Trusted Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Trusted Partners LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUSTED 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score