How big is TRIO Agency LLC's plan?

TRIO Agency LLC's plan reported $32K in assets and 5 participants for 2024.

Original filing (PDF)20250627112913NAL0009744545001

TRIO Agency LLC

Name: TRIO Agency LLC — TRIO Agency LLC 401(k) Plan, Form 5500 (2024)
Creator: TRIO Agency LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TRIO Agency LLC 401(k) Plan

401(k) retirement plan · TRIO Agency LLC's TRIO Agency LLC 401(k) Plan held $32K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$32K

Net assets (EOY)

$32K

People on this filing

Lindsay Witte signed TRIO Agency LLC's 2024 Form 5500 as plan administrator.

Lindsay Witte — 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

TRIO Agency LLC's EIN is 88-3256268.

EIN 88-3256268

Plan number 001

Plan year 2024

ACK ID 20250627112913NAL0009744545001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TRIO Agency LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TRIO Agency 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 TRIO AGENCY LLC.

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Plan health score

Above-average plan

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

Knocking points off