P 401(k) Plan Report

Stable plan record

TRILLIUM FINANCIAL ADVISORS 401(K) PLAN

Sponsored by DBA TRILLIUM FINANCIAL ADVISORS · EIN/PN 371740698-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,132
Administrative cost per participant
2025
$424
Active participants
2025
7
Total plan assets
2025
$1,300,771
Participant loans as a share of assets
2025
1.8%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260720074403NAL00071521630017$2,132
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.