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Original filing (PDF)20240712070728NAL0017236705001

TRUSTFLOW DIGITAL SOLUTIONS, INC.

Form 5500
FILING_RECEIVED
TRUSTFLOW DIGITAL SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
8 collective trusts
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTFLOW DIGITAL SOLUTIONS, INC..
Plan sponsor
Name
TRUSTFLOW DIGITAL SOLUTIONS, INC.
EIN
23-2259137
Address
10 E.D. PREATE DRIVE · MOOSIC, PA · 185071755
Phone
(570) 343-2300
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-11-21
Filed
2024-07-12
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY, US LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
WELLS FARGO CLEARING SVCS (WF ADVS)34-1542819INVESTMENT ADVISORY$0
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
PRINCIPAL LIFE INSURANCE COMPANY42-0127290CONTRACT ADMINISTRATOR$36K

Investments

8 pooled funds· $0

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.

Pooled Separate Account
$0
2 holdings
Common Collective Trust
$0
6 holdings
InvestmentTypeCurrent value% of plan
PRIN REAL ESTATE SECS SA-Z
PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095
Pooled Separate Account
$0
PRIN LIFETIME HYBR 2025 CIT Z
PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004
Common Collective Trust
$0
PRIN LIFETIME HYBR 2030 CIT Z
PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005
Common Collective Trust
$0
PRIN LIFETIME HYBR 2035 CIT Z
PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006
Common Collective Trust
$0
PRIN LIFETIME HYBR 2040 CIT Z
PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007
Common Collective Trust
$0
PRIN LIFETIME HYBR 2045 CIT Z
PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008
Common Collective Trust
$0
PRIN LIFETIME HYBR 2055 CIT Z
PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010
Common Collective Trust
$0
PRIN CORE FIX INC SEP ACCT-Z
PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118
Pooled Separate Account
$0

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