Original filing (PDF)20240626024708NAL0017416082001

TRAILSTONE MANAGEMENT CORP

Name: TRAILSTONE MANAGEMENT CORP — TRAILSTONE 401(K) SAVINGS PLAN, Form 5500 (2023)
Creator: TRAILSTONE MANAGEMENT CORP

Form 5500-SF

FILING_RECEIVED

TRAILSTONE 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.5M

Net assets (EOY)

$10.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRAILSTONE MANAGEMENT CORP.

Plan sponsor

Name

TRAILSTONE MANAGEMENT CORP

EIN

46-2688842

Address

1601 SOUTH MOPAC EXPRESSWAY · SUITE D425 · AUSTIN, TX · 78746

Phone

(572) 628-4300

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-26

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

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

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