How big is Trifecta Consulting LLC's plan?

Trifecta Consulting LLC's plan reported $485K in assets and 7 participants for 2024.

Original filing (PDF)20251008154422NAL0014157298001

Trifecta Consulting LLC

Name: Trifecta Consulting LLC — Trifecta Cash Balance Plan, Form 5500 (2024)
Creator: Trifecta Consulting LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trifecta Cash Balance Plan

Defined-benefit pension plan · Trifecta Consulting LLC's Trifecta Cash Balance Plan held $485K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$485K

Net assets (EOY)

$485K

People on this filing

Daniel C. Arnold signed Trifecta Consulting LLC's 2024 Form 5500 as plan administrator.

Daniel C. Arnold — 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 Consulting LLC's EIN is 92-1192400.

EIN 92-1192400

Plan number 002

Plan year 2024

ACK ID 20251008154422NAL0014157298001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trifecta Consulting LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRIFECTA CONSULTING 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score