Trustarc 401(K) Plan — Form 5500 plan (Trustarc, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Trustarc 401(K) Plan is a benefit plan reported by Trustarc, Inc. under EIN 26-2867451 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $10,583,045 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustarc, Inc.
EIN
26-2867451
Plan number
001
Plan type
2
Location
Walnut Creek, CA
Latest filing year
2023
Participants
131
End-of-year plan assets
$10,583,045

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023131H, C20241015172811NAL0030491025001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,583,045
Total liabilities (EOY)
$0
Net assets (EOY)
$10,583,045
Net assets (BOY)
$10,559,143

Income & contributions

Participant contributions
$800,131
Total contributions
$800,131
Total income / additions
$2,613,576

Expenses & distributions

Benefits paid
$2,544,632
Administrative expenses
$45,042
Total expenses
$2,589,674
Net increase / (decrease)
$23,902

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First RepublicADVISOR$32,329not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$12,713$02023

Related Form 5500 pages