Retirement plan

TRUMBOWER FINANCIAL ADVISORS LLC EMPLOYEE SAVINGS PLAN

Name: TRUMBOWER FINANCIAL ADVISORS, LLC - TRUMBOWER FINANCIAL ADVISORS LLC EMPLOYEE SAVINGS PLAN (2025) Form 5500
Creator: TRUMBOWER FINANCIAL ADVISORS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRUMBOWER FINANCIAL ADVISORS LLC EMPLOYEE SAVINGS PLAN, TRUMBOWER FINANCIAL ADVISORS, LLC

TRUMBOWER FINANCIAL ADVISORS, LLCEIN 52-1972696Plan #003PY 2025

3 BETHESDA METRO CENTER SUITE 340 - BETHESDA, MD 20814301-215-8341trufinancial.comLinkedIn1-10 employeesfinancial services

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$9.9M

+21.5% from 2024

Total participants

0.0% from 2024

Average account balance

$896,381

+21.5% from 2024

Annual return

14.06%

+1.45 pp from 2024

Benchmarks

See 115,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort115,703 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$9.86M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$896K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$601K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$55K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.06%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$159

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2K

$159 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.018%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$896,381

$154,228+481.2%

$145,433+516.4%

$137,256+553.1%

Participation rate

100.0%

83.8%+16.2pp

82.1%+17.9pp

80.0%+20.0pp

Annual return

14.06%

74.59%-60.5pp

66.58%-52.5pp

220.34%-206.3pp

Employer contribution / active EE

$29,425

$4,804+512.5%

$4,554+546.1%

$4,156+608.0%

Participant deferral / active EE

$25,243

$8,216+207.2%

$7,897+219.6%

$6,407+294.0%

Admin fee / account holder

$159

$14,344-98.9%

$13,129-98.8%

$12,270-98.7%

TRUMBOWER FINANCIAL ADVISORS LLC EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRUMBOWER FINANCIAL ADVISORS LLC EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion