How big is Trustly, Inc.'s plan?

Trustly, Inc.'s plan reported $6.8M in assets and 117 participants for 2024.

Original filing (PDF)20251014165154NAL0006927490001

Trustly, Inc.

Name: Trustly, Inc. — Trustly, Inc. Retirement Trust, Form 5500 (2024)
Creator: Trustly, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trustly, Inc. Retirement Trust

401(k) retirement plan · Trustly, Inc.'s Trustly, Inc. Retirement Trust held $6.8M in plan assets for 117 participants in 2024.

Active participants

117

Accounts w/ balance

144

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

People on this filing

Rebecca Lavold signed Trustly, Inc.'s 2024 Form 5500 as plan administrator.

Rebecca Lavold — 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

Trustly, Inc.'s EIN is 35-2665614.

EIN 35-2665614

Plan number 001

Plan year 2024

ACK ID 20251014165154NAL0006927490001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off