Trillium Family Services, Inc. 401(k) Plan: Login, Facts & Contact Information

Trillium Family Services, Inc. 401(k) Plan Facts

Plan name
TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
TRILLIUM FAMILY SERVICES, INC.
Participants
739 (531 active employees)
Former employees with a balance
146
Plan assets
$22,082,558 at Dec 31, 2024
Average account balance
$62,030 across 356 accounts
Employer contributions
$880,190 in plan year 2024 (41% of all contributions)
Recordkeeper
Stancorp Financial Group
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 1998
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.14 million went into the plan in contributions, $880,190 of it from the employer (41%).
  • $1.27 million was paid out to participants.
  • Investment and other income added $2.72 million.
  • Administrative expenses were $4,906, about $14 per account.

How the Trillium Family Services, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019603$11.3 million$387,439$517,266
2020615$14.2 million$423,061$383,505
2021638$17.3 million$465,541$340,943
2022621$14.3 million$487,755$1.75 million
2023684$18.5 million$810,474$489,776
2024739$22.1 million$880,190$1.27 million

Trillium Family Services, Inc. 401(k) Contact Information

Phone
503-234-9591
Mailing address
3415 SE POWELL BLVD, PORTLAND OR 97202
Plan sponsor
TRILLIUM FAMILY SERVICES, INC.
Employer identification number (EIN)
93-0386966
Plan number
002

Questions about the Trillium Family Services, Inc. 401(k)

Does Trillium Family Services, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $880,190, 41% of all contributions.

Does the Trillium Family Services, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Trillium Family Services, Inc 401(k) plan?

739 participants at the start of plan year 2024, 531 of them active employees, and 146 former employees who still had money in the plan.

What is the average 401(k) balance at Trillium Family Services, Inc?

About $62,030 per account: $22.1 million in plan assets across 356 accounts with a balance at the end of plan year 2024.

Who manages the Trillium Family Services, Inc 401(k) accounts?

The Standard (listed on the filing as STANCORP FINANCIAL GROUP) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Trillium Family Services, Inc. How do I access my 401(k)?

Your account stays with The Standard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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