How big is Trotter Wealth Management Group's plan?

Trotter Wealth Management Group's plan reported $3.0M in assets and 5 participants for 2024.

Original filing (PDF)20250324134754NAL0012831713001

Trotter Wealth Management Group

Name: Trotter Wealth Management Group — Trotter Wealth, Form 5500 (2024)
Creator: Trotter Wealth Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trotter Wealth Management Group 401(k) Plan

401(k) retirement plan · Trotter Wealth Management Group's Trotter Wealth Management Group 401(k) Plan held $3.0M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

AMY Trotter signed Trotter Wealth Management Group's 2024 Form 5500 as plan administrator.

AMY Trotter — 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

Trotter Wealth Management Group's EIN is 88-0575092.

EIN 88-0575092

Plan number 001

Plan year 2024

ACK ID 20250324134754NAL0012831713001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trotter Wealth Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trotter Wealth Management Group'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 TROTTER WEALTH MANAGEMENT GROUP.

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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