Trust Deed Investments, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Trust Deed Investments, INC.
  • Sponsor EIN: 943119078
  • Sponsor Address: 8 WOLFE AVENUE, SAN RAFAEL, CA, 94901
  • Plan Type: 401(k)
  • Plan Number: 003
  • Total Participants: 3
  • Total Assets: $9.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20253$9.4M$0$0
20243$33,000$20,000$13,000
20233$0$0$0

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