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Original filing (PDF)20250919121931NAL0002994688001

THE TREVOR PROJECT, INC.

Form 5500
FILING_RECEIVED
THE TREVOR PROJECT, INC. 403(B) PLAN
403(b) retirement plan
Signals · 2
Late filing · 10.1 moNo recordkeeper disclosed
Active participants
332
Accounts w/ balance
329
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • Filed 10.1 months past the 10.5-month grace window.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • Below-peer total fees (17 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE TREVOR PROJECT, INC..
Plan sponsor
Name
THE TREVOR PROJECT, INC.
EIN
95-4681287
Address
8581 SANTA MONICA BLVD. #162 · WEST HOLLYWOOD, CA · 90069
Phone
(310) 271-8845
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-09-19
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
GREEN HASSON & JANKS, LLC
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
THE VARIABLE ANNUITY LIFE INS74-1625348—NONE$14K—

Investments

1 pooled fund· $7.6M(92% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

InvestmentTypeCurrent value% of plan
THE VARIABLE ANNUITY LIFE INS CO.
THE VARIABLE ANNUITY LIFE INSURANCE CO. · EIN 74-1625348 / PN 000
Pooled Separate Account
$7.6M92.4%

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