How big is Trifecta Merchandising LLC's plan?

Trifecta Merchandising LLC's plan reported $113K in assets and 126 participants for 2024.

Original filing (PDF)20250703070618NAL0000856770001

Trifecta Merchandising LLC

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

Form 5500-SF

FILING_RECEIVED

Trifecta Merchandising LLC 401(k)

401(k) retirement plan · Trifecta Merchandising LLC's Trifecta Merchandising LLC 401(k) held $113K in plan assets for 126 participants in 2024.

Signals · 1

No auditor on file

Active participants

126

Accounts w/ balance

Plan assets (EOY)

$113K

Net assets (EOY)

$113K

People on this filing

Shirley Horner signed Trifecta Merchandising 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

Trifecta Merchandising LLC's EIN is 87-1316321.

EIN 87-1316321

Plan number 001

Plan year 2024

ACK ID 20250703070618NAL0000856770001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trifecta Merchandising LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score