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TAX TRILOGY

EIN 26-0888413-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
20
19785 WEST 12 MILE ROAD, SUITE 399 - SOUTHFIELD, MI 48076313-827-4206taxtrilogy.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.4M - 20 part

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Retirement#001

TAX TRILOGY 401(K) PLAN

401k

Assets$1.4M
Participants20
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TAX TRILOGY 401(K) PLAN401k$1.4M202025
Retirement plans
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