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TRILLIUM FINANCIAL ADVISORS, PC DBA TRILLIUM FINANCIAL ADVISORS

EIN 37-1740698-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
8
4250 CHICAGO DR. SW - GRANDVILLE, MI 49418616-530-1816tfacpa.netLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.3M - 8 part

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Retirement#001

TRILLIUM FINANCIAL ADVISORS 401(K) PLAN

401k

Assets$1.3M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRILLIUM FINANCIAL ADVISORS 401(K) PLAN401k$1.3M82025
Retirement plans
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