Civic Intelligence

Trove Fs LLC

Plan context: Maestro Financial Solutions LLC Incentive Savings Plan

EIN 85-4218816 • Stamford, CT • 6 filings • 3 plans

2777 Summer St Ste 401Stamford, CT 06905-4324
Current Snapshot

Latest Year

2024

2024 Participants

157

2024 Assets

$12,018,644

2024 Contributions

$3,246,940

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$12,018,644$6,009,322$0202120232024YearValue
$12,018,644Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

157790202120232024YearValue
157Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20243157$12,018,644$3,246,940$20,681iApproximate average salary by contribution assumption: employee only about $517,029 at 4% or $344,686 at 6%; with 50% employer match about $344,686 at 4% or $229,791 at 6%; with 100% employer match about $258,514 at 4% or $172,343 at 6%.
Maestro Financial Solutions LLC Incentive Savings Plan-157$12,018,644$3,246,940$20,681iApproximate average salary by contribution assumption: employee only about $517,029 at 4% or $344,686 at 6%; with 50% employer match about $344,686 at 4% or $229,791 at 6%; with 100% employer match about $258,514 at 4% or $172,343 at 6%.
Trove Medical Plan-123---
Trove Ancillary Plan-151---
20231147$9,560,353$2,925,091$19,899iApproximate average salary by contribution assumption: employee only about $497,464 at 4% or $331,643 at 6%; with 50% employer match about $331,643 at 4% or $221,095 at 6%; with 100% employer match about $248,732 at 4% or $165,821 at 6%.
Maestro Financial Solutions LLC Incentive Savings Plan-147$9,560,353$2,925,091$19,899iApproximate average salary by contribution assumption: employee only about $497,464 at 4% or $331,643 at 6%; with 50% employer match about $331,643 at 4% or $221,095 at 6%; with 100% employer match about $248,732 at 4% or $165,821 at 6%.
20221126$5,434,269$1,236,021$9,810iApproximate average salary by contribution assumption: employee only about $245,242 at 4% or $163,495 at 6%; with 50% employer match about $163,495 at 4% or $108,997 at 6%; with 100% employer match about $122,621 at 4% or $81,747 at 6%.
Maestro Financial Solutions LLC Incentive Savings Plan-126$5,434,269$1,236,021$9,810iApproximate average salary by contribution assumption: employee only about $245,242 at 4% or $163,495 at 6%; with 50% employer match about $163,495 at 4% or $108,997 at 6%; with 100% employer match about $122,621 at 4% or $81,747 at 6%.
2021143$5,322,423$5,130,102$119,305iApproximate average salary by contribution assumption: employee only about $2,982,617 at 4% or $1,988,412 at 6%; with 50% employer match about $1,988,412 at 4% or $1,325,608 at 6%; with 100% employer match about $1,491,309 at 4% or $994,206 at 6%.
Maestro Financial Solutions LLC Incentive Savings Plan-43$5,322,423$5,130,102$119,305iApproximate average salary by contribution assumption: employee only about $2,982,617 at 4% or $1,988,412 at 6%; with 50% employer match about $1,988,412 at 4% or $1,325,608 at 6%; with 100% employer match about $1,491,309 at 4% or $994,206 at 6%.