Back to filter
Original filing (PDF)20250505124825NAL0008118689001
TROVE FS LLC
Form 5500
FILING_RECEIVED
TROVE ANCILLARY PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
151
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TROVE FS LLC.
Plan sponsor
Name
TROVE FS LLC
EIN
85-4218816
Address
2777 SUMMER ST STE 401 · STAMFORD, CT · 069054324
Phone
(475) 273-0442
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-05
Welfare benefit codes
4E · Vision
4D · Dental
4F · Temporary Disability (accident and sickness)
4B · Life Insurance
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Professional & Technical Services plans
EPAY SPECIALISTS
PAYENTRY FINANCIAL SERVICES INC MULTIPLE EMPLOYER 401(K) PLAN EPAY
$0
REMOTE ACCOUNTING SOLUTIONS
REMOTE ACCOUNTING SOLUTIONS 401(K) P/S PLAN
$0
ALEXICOM TELECOMMUNICATIONS CONSULTING
ALEXICON TELECOMMUNICATIONS CONSULTING 401K PROFIT SHARING PLAN
$0
MAY'S TAX & BUSINESS SERVICES
MAY'S TAX & BUSINESS SERVICES RETIREMENT PLAN
$0
MANAGEMENT ACCOUNTING GROUP, LTD
MANAGEMENT ACCOUNTING GROUP LTD PROFIT SHARING PLAN
$0
QUALIFIED PENSION SERVICES, INC.
QUALIFIED PENSION SERVICES, INC. 401(K) PROFIT SHARING PLAN
$0
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B