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Original filing (PDF)20250729085426NAL0003003089001
TRUST POINT INC
Form 5500
FILING_RECEIVED
TRUST POINT INC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
33% in single holding
Active participants
97
Accounts w/ balance
144
Plan assets (EOY)
$44.9M
Net assets (EOY)
$44.9M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard 500 Index Admiral Fund" is 33% of plan.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUST POINT INC.
Plan sponsor
Name
TRUST POINT INC
EIN
39-0415000
Address
230 FRONT ST N · LA CROSSE, WI · 54601
Phone
(608) 782-1148
Industry
Finance & Insurancesee 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
2025-07-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | NONE | $19K | — |
| TRUST POINT INC | 39-0415000 | — | NONE | $0 | — |
Investments
26 direct securities · 1 pooled fund· $44.9M(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.
Uncategorized
$44.9M
26 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund | — | — | — | $14.7M | 32.8% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $5.1M | 11.5% | |
| Vanguard Mid Cap Index Admiral Fund | — | — | — | $3.0M | 6.8% | |
| Baird Short Term Bond Institutional Fund | — | — | — | $2.8M | 6.3% | |
| Glenmede Secured Options I Fund | — | — | — | $2.8M | 6.3% | |
| Fidelity Investments Institutional Money Market Portfolio Fund | — | — | — | $2.4M | 5.3% | |
| PIMCO Income Fund | — | — | — | $2.4M | 5.3% | |
| American Funds Europacific Growth R6 Fund | — | — | — | $2.2M | 4.8% | |
| Oakmark International R6 Fund | — | — | — | $1.7M | 3.9% | |
| Conestoga Small Cap Institutional Fund | — | — | — | $1.5M | 3.4% | |
| William Blair Small Cap Value R6 Fund | — | — | — | $1.4M | 3.1% | |
| GQG Partners Emerging Markets Equity Fund | — | — | — | $935K | 2.1% | |
| ARGA Emerging Markets Value Fund | — | — | — | $933K | 2.1% | |
| Vanguard Total Stock Market Index Admiral Fund | — | — | — | $539K | 1.2% | |
| Harbor Capital Appreciation Retirement Fund | — | — | — | $524K | 1.2% | |
| Vanguard Total Bond Market Index Admiral Fund | — | — | — | $446K | 1.0% | |
| Dodge & Cox Stock Fund | — | — | — | $383K | 0.9% | |
| Vanguard Small Cap Index Admiral Fund | — | — | — | $336K | 0.7% | |
| American Beacon Developing World Income R5 Fund | — | — | — | $245K | 0.5% | |
| Vanguard Total International Stock Index Admiral Fund | — | — | — | $218K | 0.5% | |
| Vanguard Real Estate Index Admiral Fund | — | — | — | $92K | 0.2% | |
| PIMCO International Bond USD-Hedged I Fund | — | — | — | $32K | <0.1% | |
| maturing through August 2035* | — | — | — | $17K | <0.1% | |
| Metropolitan West Total Return Bond Fund | — | — | — | $11K | <0.1% | |
| Vanguard FTSE Social Index Admiral Fund | — | — | — | $3K | <0.1% | |
| Calvert International Responsible Index Fund | — | — | — | $1K | <0.1% | |
| FEDERATED CAPITAL PRESERVATION FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |