How big is Trout and Oak LLC DBA Philbrook and Associates' plan?

Trout and Oak LLC DBA Philbrook and Associates' plan reported $1.6M in assets and 27 participants for 2025.

Original filing (PDF)20260126120415NAL0001259281001

Trout and Oak LLC DBA Philbrook and Associates

Name: Trout and Oak LLC DBA Philbrook and Associates — Form 5500 Plan 001 (2025)
Creator: Trout and Oak LLC DBA Philbrook and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Philbrook & Associates Bookkeeping 401(k) Plan

401(k) retirement plan · Trout and Oak LLC DBA Philbrook and Associates' Philbrook & Associates Bookkeeping 401(k) Plan held $1.6M in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Jennifer Tinker signed Trout and Oak LLC DBA Philbrook and Associates' 2025 Form 5500 as plan administrator.

Jennifer Tinker — 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

Trout and Oak LLC DBA Philbrook and Associates' EIN is 87-2824118.

EIN 87-2824118

Plan number 001

Plan year 2025

ACK ID 20260126120415NAL0001259281001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Trout and Oak LLC DBA Philbrook and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Trout and Oak LLC DBA Philbrook and Associates' 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 TROUT AND OAK LLC DBA PHILBROOK AND ASSOCIATES.

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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