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  2. TRSS Wealth Management, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

TRSS Wealth Management, LLC

EIN 06-1694470-financial services-Latest filing 2025
Plans
1
Retirement
1
$5.2M assets
Welfare
0
Participants
10
707 SABLE OAKS DRIVE, SUITE 390 - SOUTH PORTLAND, ME 04106207-885-8828LinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$5.2M - 10 part

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Retirement#001

TRSS WEALTH MANAGEMENT, LLC 401 (K) PROFIT SHARING PLAN

401(k)

Assets$5.2M
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRSS WEALTH MANAGEMENT, LLC 401 (K) PROFIT SHARING PLAN401(k)$5.2M102025
Retirement plans
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