Form 5500 Search
Back to filter
Original filing (PDF)20250917063656NAL0000202945001

TRUMBULL COMMUNITY ACTION PROGRAM

Form 5500-SF
FILING_RECEIVED
TRUMBULL COMMUNITY ACTION PROGRAM 403(B) PLAN
401(k) retirement plan
Active participants
19
Accounts w/ balance
40
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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 TRUMBULL COMMUNITY ACTION PROGRAM.
Plan sponsor
Name
TRUMBULL COMMUNITY ACTION PROGRAM
EIN
34-0967140
Address
1230 PALMYRA ROAD SW · WARREN, OH · 44485
Phone
(330) 393-2507
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone
Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans