How big is Trifecta Holdings, Inc.'s plan?

Trifecta Holdings, Inc.'s plan reported $22K in assets and 5 participants for 2024.

Original filing (PDF)20250702152639NAL0013863073001

Trifecta Holdings, Inc.

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

Form 5500-SF

FILING_RECEIVED

Trifecta Holdings 401(k) Plan

401(k) retirement plan · Trifecta Holdings, Inc.'s Trifecta Holdings 401(k) Plan held $22K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$22K

Net assets (EOY)

$22K

People on this filing

Laura Sawvell signed Trifecta Holdings, Inc.'s 2024 Form 5500 as plan administrator.

Laura Sawvell — 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

Trifecta Holdings, Inc.'s EIN is 85-2360571.

EIN 85-2360571

Plan number 001

Plan year 2024

ACK ID 20250702152639NAL0013863073001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trifecta Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trifecta Holdings, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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