Original filing (PDF)20230913102118NAL0021860785001

TRUSTONE FINANCIAL

Name: TRUSTONE FINANCIAL — TRUSTONE FINANCIAL UNION 401(K) PLAN, Form 5500 (2022)
Creator: TRUSTONE FINANCIAL

Form 5500

FILING_RECEIVED

TRUSTONE FINANCIAL UNION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

13 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

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

TRUSTONE FINANCIAL

EIN

41-0749255all filings

Address

14601 27TH AVENUE N SUITE 104 · PLYMOUTH, MN · 55447

Phone

(952) 736-5238

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

006

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-13

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$3K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$559	—

Investments

13 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.

			% of plan
FLEXPATH INDEX AGGRESSIVE 2035 R1 AST WILMINGTON TRUST · EIN 47-2468898 / PN 216	Common Collective Trust	$0	—
FLEXPATH INDEX AGGRESSIVE 2025 R1 AST WILMINGTON TRUST · EIN 47-2275031 / PN 213	Common Collective Trust	$0	—
BLACKROCK EQUITY INDEX 1 AST WILMINGTON TRUST · EIN 20-3802168 / PN 001	Common Collective Trust	$0	—
FLEXPATH INDEX MODERATE 2035 R1 AST WILMINGTON TRUST · EIN 47-2478524 / PN 217	Common Collective Trust	$0	—
FLEXPATH INDEX AGGRESSIVE 2045 R1 AST WILMINGTON TRUST · EIN 47-2503540 / PN 219	Common Collective Trust	$0	—
FLEXPATH INDEX CONSERVATIVE 2025 R1 AST WILMINGTON TRUST · EIN 47-2458234 / PN 215	Common Collective Trust	$0	—
FLEXPATH INDEX CONSERVATIVE 2055 R1 AST WILMINGTON TRUST · EIN 47-2575758 / PN 224	Common Collective Trust	$0	—
FLEXPATH INDEX CONSERVATIVE 2045 R1 AST WILMINGTON TRUST · EIN 47-2529162 / PN 221	Common Collective Trust	$0	—
FLEXPATH INDEX MODERATE 2025 R1 AST WILMINGTON TRUST · EIN 47-2285799 / PN 214	Common Collective Trust	$0	—
FLEXPATH INDEX MODERATE 2055 R1 AST WILMINGTON TRUST · EIN 47-2468898 / PN 223	Common Collective Trust	$0	—
FLEXPATH INDEX AGGRESSIVE 2055 R1 AST WILMINGTON TRUST · EIN 47-2554270 / PN 222	Common Collective Trust	$0	—
BLACKROCK EAFE EQUITY INDEX 1 AST WILMINGTON TRUST · EIN 20-3802495 / PN 007	Common Collective Trust	$0	—
FLEXPATH INDEX MODERATE 2045 R1 AST WILMINGTON TRUST · EIN 47-2516187 / PN 220	Common Collective Trust	$0	—