Sponsor portfolio
TREZ
EIN 88-3201016financial servicesLatest filing 2025
Plans
1
Retirement
1
$52K assets
Welfare
0
Participants
6
550 POST OAK BLVD, SUITE 540 - HOUSTON, TX 77027877-618-9957trez.coLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TREZ 401(K) PLAN | 401k | $52K | 6 | 2025 |
Retirement plans