How big is Trusted Philanthropic Advisors, Inc.'s plan?

Trusted Philanthropic Advisors, Inc.'s plan reported $1.0M in assets and 6 participants for 2024.

Original filing (PDF)20251013133928NAL0001418673001

Trusted Philanthropic Advisors, Inc.

Name: Trusted Philanthropic Advisors, Inc. — Trusted, Form 5500 (2024)
Creator: Trusted Philanthropic Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trusted Philanthropic Advisors, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Trusted Philanthropic Advisors, Inc.'s Trusted Philanthropic Advisors, Inc. 401(k) Profit Sharing Plan held $1.0M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Trusted Philanthropic Advisors, Inc.'s EIN is 85-4319415.

EIN 85-4319415

Plan number 001

Plan year 2024

ACK ID 20251013133928NAL0001418673001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUSTED PHILANTHROPIC ADVISORS, 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