Original filing (PDF)20250722123636NAL0006930562001

TRILOGY CLE LLC

Name: TRILOGY CLE LLC — TRILOGY CLE LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: TRILOGY CLE LLC

Form 5500-SF

FILING_RECEIVED

TRILOGY CLE LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

TRILOGY CLE LLC

EIN

85-3026934

Address

2306 W 17TH ST. UNIT 595 · CLEVELAND, OH · 44113

Phone

(440) 813-2238

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

ISLAND LIFE CEO LLC

ISLAND LIFE CEO LLC 401(K) PROFIT SHARING PLAN AND TRUST

$11K · 7 participants

BENZ FIT LLC

BENZ FIT LLC 401(K) PLAN

$11K · 21 participants

THE BILLE WAX GROUP INC

THE BILLE WAX GROUP INC.

$10K

ACE CHICAGO EVENTS, LLC

ACE CHICAGO EVENTS 401(K) PLAN

$11K · 7 participants

MOVEMENT WORKSHOP LLC

MOVEMENT WORKSHOP LLC 401(K) PLAN

$11K · 1 participants