Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TREVIAN WEALTH MANAGEMENT, LLC
EIN 47-2843973investment managementLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
8
18 PAGE ROAD - WESTON, MA 02493847-347-3000trevianwealth.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TREVIAN WEALTH PENSION PLAN
CashBalance
Assets$2.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TREVIAN WEALTH 401(K) PLAN
401k
Assets$959K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TREVIAN WEALTH PENSION PLAN | CashBalance | $2.7M | 4 | 2025 | |
| 001 | TREVIAN WEALTH 401(K) PLAN | 401k | $959K | 4 | 2025 |
Retirement plans