How big is Trifecta Wealth Management LLC's plan?

Trifecta Wealth Management LLC's plan reported $53K in assets and 2 participants for 2025.

Original filing (PDF)20260413145427NAL0017210529001

Trifecta Wealth Management LLC

Name: Trifecta Wealth Management LLC — Trifecta Wealth, Form 5500 (2025)
Creator: Trifecta Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trifecta Wealth Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Trifecta Wealth Management LLC's Trifecta Wealth Management LLC 401(k) Profit Sharing Plan & Trust held $53K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$53K

Net assets (EOY)

$53K

People on this filing

CHAD Waters signed Trifecta Wealth Management LLC's 2025 Form 5500 as plan administrator.

CHAD Waters — 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 Wealth Management LLC's EIN is 92-2757782.

EIN 92-2757782

Plan number 001

Plan year 2025

ACK ID 20260413145427NAL0017210529001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Trifecta Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Trifecta Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 WEALTH MANAGEMENT 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