PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. TRIVELLA & FORTE, LLP
Sponsor portfolio

TRIVELLA & FORTE, LLP

EIN 13-4070172-legal services-Latest filing 2025
Plans
2
Retirement
2
$8.7M assets
Welfare
0
Participants
21
1311 MAMARONECK AVENUE, SUITE 170 - WHITE PLAINS, NY 10605914-949-9075LinkedIn11-50 employeeslegal services
Plans on this EIN
2 filings
#001401k-$6.4M - 10 part#002CashBalance-$2.2M - 11 part

Retirement portfolio analytics

2 plans aggregated / $8.7M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • TFS RETIREMENT PLAN (#001)74%
  • FORTE, LLP PENSION (#002)26%
Total $8.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FORTE, LLP PENSION (#002)11
  • TFS RETIREMENT PLAN (#001)10
Total 21Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TFS RETIREMENT PLAN

401k

Assets$6.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TRIVELLA & FORTE, LLP PENSION PLAN

CashBalance

Assets$2.2M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TFS RETIREMENT PLAN401k$6.4M102025
002TRIVELLA & FORTE, LLP PENSION PLANCashBalance$2.2M112025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica