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Sponsor portfolio

TREO VENTURES, LLC

EIN 83-1530013-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
6
140 WASHINGTON STREET, SUITE 200 - RENO, NV 89503650-402-2556
Plans on this EIN
2 filings
#001401k-$2.8M - 3 part#002CashBalance-$2.6M - 3 part

Retirement portfolio analytics

2 plans aggregated / $5.4M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • PROFIT SHARING PLAN (#001)51%
  • PLAN & TRUST (#002)49%
Total $5.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)3
  • PLAN & TRUST (#002)3
Total 6Click 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

TREO VENTURES, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$2.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TREO VENTURES, LLC CASH BALANCE PLAN & TRUST

CashBalance

Assets$2.6M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TREO VENTURES, LLC 401(K) PROFIT SHARING PLAN401k$2.8M32024
002TREO VENTURES, LLC CASH BALANCE PLAN & TRUSTCashBalance$2.6M32024
Retirement plans
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