LORI Cosgrove signed Trustone Financial's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustone Financial's EIN is 41-0749255.
Download the official 2022 Form 5500 (PDF) for Trustone Financial from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Trustone Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| 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 | — |
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 | — |
