How big is TRD Management Group, LLC's plan?

TRD Management Group, LLC's plan reported $1.3M in assets and 1 participants for 2024.

Original filing (PDF)20250729150018NAL0004962272001

TRD Management Group, LLC

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

Form 5500-SF

FILING_RECEIVED

TRD Management Group 401(k) Plan

401(k) retirement plan · TRD Management Group, LLC's TRD Management Group 401(k) Plan held $1.3M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

TRD Management Group, LLC's EIN is 88-2436960.

EIN 88-2436960

Plan number 001

Plan year 2024

ACK ID 20250729150018NAL0004962272001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

TRD Management Group, LLC'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 TRD MANAGEMENT GROUP, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

TRD MANAGEMENT GROUP, LLC

EIN

all filings

Address

8639 WINTHROP DRIVE · ALEXANDRIA, VA · 22308

Phone

(703) 405-0154

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator