Trustco Bank Profit Sharing/401(k) Plan
Sponsored by Trustco Bank · EIN 140578631 · Plan #002
- Total assets
- $50.3M
- Net assets
- $50.3M
- Active participants
- 798
- With balances
- 1,283
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Copying and duplicating, Participant loan processing | $189,651 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Direct payment from the plan | $22,714 |
| Charles Schwab & Co. Inc. | Custodial (securities), Shareholder servicing fees | $1,484 |