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Sponsor portfolio

TRELLIS, LLC

EIN 35-2511095-individual & family services-Latest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
110
1750 BLANKENSHIP ROAD - WEST LINN, OR 97068503-387-5775trellis-or.comLinkedIn11-50 employeesindividual & family services
Plans on this EIN
2 filings
#001401k-$564K - 78 part#002401k-$488K - 32 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 110 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • TRELLIS, LLC 401(K) (#001)54%
  • INC. 401(K) PSP (#002)46%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TRELLIS, LLC 401(K) (#001)78
  • INC. 401(K) PSP (#002)32
Total 110Click 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

TRELLIS, LLC 401(K) PLAN

401k

Assets$564K
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TRELLIS, INC. 401(K) PSP

401k

Assets$488K
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TRELLIS, LLC 401(K) PLAN401k$564K782025
002TRELLIS, INC. 401(K) PSP401k$488K322024
Retirement plans
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