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Original filing (PDF)20251015172404NAL0002809155001
TRUSTBRIDGE, INC.
Form 5500
FILING_RECEIVED
TRUSTBRIDGE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,076
Accounts w/ balance
1,423
Plan assets (EOY)
$69.6M
Net assets (EOY)
$69.6M
How this plan invests
This plan
13 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 52% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTBRIDGE, INC..
Plan sponsor
Name
TRUSTBRIDGE, INC.
EIN
20-3974015
Address
5300 EAST AVENUE · WEST PALM BEACH, FL · 33407
Phone
(561) 227-5181
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $40K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $130K | — |
Investments
20 direct securities · 13 pooled funds· $74.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$52.2M
13 holdings
Uncategorized
$15.6M
19 holdings
Mutual Funds
$7.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PGIM TARGET DATE 2030 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 189 | Common Collective Trust | — | — | $10.1M | 14.5% | |
| PGIM TARGET DATE 2025 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 188 | Common Collective Trust | — | — | $8.8M | 12.6% | |
| PGIM TARGET DATE 2035 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 190 | Common Collective Trust | — | — | $7.3M | 10.5% | |
| Vanguard # Vanguard 500 Index Fund Admiral | Mutual Funds | — | — | $7.0M | 10.1% | |
| PGIM TARGET DATE 2040 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 191 | Common Collective Trust | — | — | $6.5M | 9.4% | |
| Great Gray Trust # CIT III for MetLife GAC 25554 J | — | — | — | $5.2M | 7.4% | |
| METLIFE STABLE VALUE SOL J FD GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $5.2M | 7.4% | |
| PGIM TARGET DATE INC INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 196 | Common Collective Trust | — | — | $4.7M | 6.7% | |
| PGIM TARGET DATE 2045 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 192 | Common Collective Trust | — | — | $4.4M | 6.4% | |
| PGIM TARGET DATE 2050 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 193 | Common Collective Trust | — | — | $3.3M | 4.7% | |
| Participant Notes Receivable Rates range from 4.25% to 9.50% | — | — | — | $1.8M | 2.6% | |
| MainStay # MainStay Large Cap Growth R6 | — | — | — | $1.5M | 2.1% | |
| Columbia # Columbia Balanced Inst 2 | — | — | — | $1.1M | 1.6% | |
| PGIM TARGET DATE 2055 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 194 | Common Collective Trust | — | — | $1.1M | 1.5% | |
| JP Morgan # JPMorgan Mid Cap Growth R6 | — | — | — | $979K | 1.4% | |
| Vanguard # Vanguard Small Cap Value Index | — | — | — | $803K | 1.2% | |
| Victory # Victory Sycamore Established Value R6 | — | — | — | $703K | 1.0% | |
| MFS # MFS Value R6 | — | — | — | $501K | 0.7% | |
| MFS # International Diversification R6 | — | — | — | $484K | 0.7% | |
| Fidelity # Fidelity Advisor Focused Emerging Markets Fund | — | — | — | $481K | 0.7% | |
| JP Morgan # JPMorgan Core Bond R6 | — | — | — | $446K | 0.6% | |
| PGIM TARGET DATE 2020 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 187 | Common Collective Trust | — | — | $442K | 0.6% | |
| Vanguard # Vanguard High Yield Corporate Adm | — | — | — | $419K | 0.6% | |
| PGIM TARGET DATE 2060 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 195 | Common Collective Trust | — | — | $368K | 0.5% | |
| Nuveen # Nuveen Real Estate Securities R6 | — | — | — | $256K | 0.4% | |
| Invesco # Invesco International Small-Mid Company | — | — | — | $236K | 0.3% | |
| Fidelity Mid Cap Index Fund | — | — | — | $225K | 0.3% | |
| Invesco # Invesco Discovery Fund | — | — | — | $224K | 0.3% | |
| American Funds Capital World Bond Fund | — | — | — | $199K | 0.3% | |
| (E) | — | — | — | $88K | 0.1% | |
| PGIM TARGET DATE 2065 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 197 | Common Collective Trust | — | — | $88K | 0.1% | |
| PGIM TARGET DATE 2015 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 186 | Common Collective Trust | — | — | $8K | <0.1% | |
| (E) | — | — | — | $8K | <0.1% |
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