Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#002)$3.4M
Filings through .
Treo Ventures, LLC
EIN 83-1530013Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$7.0M assets
Health & Benefits
0
Participants
6
5470 KIETZKE LANE SUITE 300 PMB 200 - RENO, NV 89511725-260-5300
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.0M assets / 6 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
TREO VENTURES, LLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$3.7M
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
TREO VENTURES, LLC CASH BALANCE PLAN & TRUST
Cash balance
Assets$3.4M
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | TREO VENTURES, LLC 401(K) PROFIT SHARING PLAN | 401(k) | $3.7M | 3 | 2025 |
| #002 | TREO VENTURES, LLC CASH BALANCE PLAN & TRUST | Cash balance | $3.4M | 3 | 2025 |
- #001 · 401(k) · 20253
- #002 · Cash balance · 20253
Retirement plans