How big is Trive Capital Management, LLC's plan?

Trive Capital Management, LLC's plan reported $14.4M in assets and 92 participants for 2024.

Original filing (PDF)20250605195953NAL0008715507001

Trive Capital Management, LLC

Name: Trive Capital Management, LLC — Trive Capital, Form 5500 (2024)
Creator: Trive Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trive Capital Management, LLC 401(k) Plan

401(k) retirement plan · Trive Capital Management, LLC's Trive Capital Management, LLC 401(k) Plan held $14.4M in plan assets for 92 participants in 2024.

Active participants

Accounts w/ balance

113

Plan assets (EOY)

$14.4M

Net assets (EOY)

$14.4M

People on this filing

Shirley Horner signed Trive Capital Management, LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Trive Capital Management, LLC's EIN is 86-0858727.

EIN 86-0858727

Plan number 001

Plan year 2024

ACK ID 20250605195953NAL0008715507001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trive Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trive Capital Management, LLC'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 TRIVE CAPITAL MANAGEMENT, LLC.

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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