Robert M. Leonard signed Trustco Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustco Bank's EIN is 14-0578631.
Download the official 2024 Form 5500 (PDF) for Trustco Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustco Bank's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN INC. | 91-0675641 | — | NONE | $48K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Institutional Index I | Mutual Funds | — | $6.4M | $33.8M | 50.1% | |
| Federal Farm Credit Bank Bond, 12/15/28, 4.25% | Bonds / Notes | — | $4.0M | $4.0M | 5.9% | |
| Federal Home Loan DTD Note, 12/23/25, 0.70% | Bonds / Notes | — | $3.4M | $3.3M | 4.9% | |
| Federal National Mortgage Assn Note, 12/18/26, .875% | Bonds / Notes | — | $3.4M | $3.2M | 4.7% | |
| Federal Farm Credit Bank Note, 12/16/27, 1.375% | Bonds / Notes | — | $3.4M | $3.1M | 4.6% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | $231K | $2.8M | 4.1% | |
| Federated Money Market Government Obligation | Cash / Money Market | — | $2.3M | $2.3M | 3.4% | |
| Federal Home Loan Banks DTD Bond, 12/14/29, 4.5% | Bonds / Notes | — | $2.0M | $2.0M | 3.0% | |
| United States Treasury NTS DTD Note, 7/31/29, 2.625% | U.S. Treasuries | — | $1.9M | $1.9M | 2.8% | |
| The Vanguard Group Vanguard Small-Cap Index | Mutual Funds | — | $464K | $1.8M | 2.7% | |
| The Vanguard Group Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | $350K | $1.8M | 2.7% | |
| The Vanguard Group Vanguard International Growth | Mutual Funds | — | $634K | $1.1M | 1.7% | |
| Federal Farm Credit Bank Bond, 11/15/27, 4.625% | Bonds / Notes | — | $751K | $756K | 1.1% | |
| Federal Home Loan Banks Cons DTD Bond, 11/17/26, 4.625% | Bonds / Notes | — | $748K | $755K | 1.1% | |
| Federal Home Loan Banks Cons DTD Bond, 12/12/25, 4.75% | Bonds / Notes | — | $747K | $754K | 1.1% | |
| Federal Home Loan Banks DTD Bond, 12/10/27, 4.25% | Bonds / Notes | — | $752K | $749K | 1.1% | |
| Federal National Mortgage Assn DTD Bond, 10/27/2025, .54% | Bonds / Notes | — | $723K | $728K | 1.1% | |
| The Vanguard Group Vanguard Inflation - Protected | Mutual Funds | — | $607K | $529K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
