How big is Truxton Trust's plan?

Truxton Trust's plan reported $16.8M in assets and 67 participants for 2024.

Original filing (PDF)20250306151817NAL0020731314001

Truxton Trust

Name: Truxton Trust — Truxton Trust Safe Harbor 401(k), Form 5500 (2024)
Creator: Truxton Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Truxton Trust Safe Harbor 401(k) Plan

401(k) retirement plan · Truxton Trust's Truxton Trust Safe Harbor 401(k) Plan held $16.8M in plan assets for 67 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.8M

Net assets (EOY)

$16.8M

People on this filing

Jessica Santi signed Truxton Trust's 2024 Form 5500 as plan administrator.

Jessica Santi — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Truxton Trust's EIN is 32-0101285.

EIN 32-0101285

Plan number 001

Plan year 2024

ACK ID 20250306151817NAL0020731314001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Truxton Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Truxton Trust's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUXTON TRUST.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score