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  1. Companies/
  2. Trillium Square Advisors LLC

Filings through Oct 24, 2026.

Trillium Square Advisors LLC

EIN 82-4264111-investment management-Latest filing 2025
Plans
1
Retirement
1
$208K assets
Health & Benefits
0
Participants
2
423 PEASLAKE CT - ROLESVILLE, NC 27571919-825-1818trilliumsquare.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$208K - 2 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

TRILLIUM SQUARE ADVISORS LLC 401(K) PLAN

401(k)

Assets$208K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001TRILLIUM SQUARE ADVISORS LLC 401(K) PLAN401(k)$208K22025
  • TRILLIUM SQUARE ADVISORS LLC 401(K) PLAN$208K
    #001 · 401(k) · 20252
Retirement plans
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