How big is Trifecta Medical Group's plan?

Trifecta Medical Group's plan reported $124K in assets and 3 participants for 2024.

Original filing (PDF)20251001072927NAL0012879473001

Trifecta Medical Group

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

Form 5500-SF

FILING_RECEIVED

Trifecta Medical Group 401(k) Plan

401(k) retirement plan · Trifecta Medical Group's Trifecta Medical Group 401(k) Plan held $124K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$124K

Net assets (EOY)

$124K

People on this filing

Dr. Britt Schloemer signed Trifecta Medical Group's 2024 Form 5500 as plan administrator.

Dr. Britt Schloemer — 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 Medical Group's EIN is 88-0820300.

EIN 88-0820300

Plan number 001

Plan year 2024

ACK ID 20251001072927NAL0012879473001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trifecta Medical Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 MEDICAL 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