Sba Defined Contribution Plan For Trupoint Bank
Sponsored by Trupoint Bank · EIN 540924883 · Plan #002
- Total assets
- $11.4M
- Net assets
- $11.4M
- Active participants
- 121
- With balances
- 148
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 |
|---|---|---|
| Voya Retirement Insurance & Annuity | Recordkeeping, Recordkeeping fees | $50,343 |
| Vba Benefits Corporation | Other fees | $27,742 |