How big is Treloar Inc.'s plan?

Treloar Inc.'s plan reported $1.1M in assets and 4 participants for 2024.

Original filing (PDF)20250518105713NAL0000159681001

Treloar Inc.

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

Form 5500-SF

FILING_RECEIVED

Treloar Inc. 401(k) Plan

401(k) retirement plan · Treloar Inc.'s Treloar Inc. 401(k) Plan held $1.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

David Treloar signed Treloar Inc.'s 2024 Form 5500 as plan administrator.

David Treloar — 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

Treloar Inc.'s EIN is 86-0854729.

EIN 86-0854729

Plan number 001

Plan year 2024

ACK ID 20250518105713NAL0000159681001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Treloar Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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

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

Plan sponsor

Name

TRELOAR INC

EIN

all filings

Address

1312 S LOOP W · HOUSTON, TX · 770544010

Phone

(713) 202-9319

Industry

Retail Trade

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

2025-05-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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