How big is Trifecta Capital Advisors' plan?

Trifecta Capital Advisors' plan reported $764K in assets and 3 participants for 2024.

Original filing (PDF)20250519103654NAL0002474914001

Trifecta Capital Advisors

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

Form 5500-SF

FILING_RECEIVED

Trifecta Capital Advisors, LLC 401(k) Plan

401(k) retirement plan · Trifecta Capital Advisors' Trifecta Capital Advisors, LLC 401(k) Plan held $764K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$764K

Net assets (EOY)

$764K

People on this filing

Paul Tromp signed Trifecta Capital Advisors' 2024 Form 5500 as plan administrator.

Paul Tromp — 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 Capital Advisors' EIN is 87-3233205.

EIN 87-3233205

Plan number 001

Plan year 2024

ACK ID 20250519103654NAL0002474914001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trifecta Capital Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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