Original filing (PDF)20241017062814NAL0032820065001

TRUTINA FINANCIAL LLC

Name: TRUTINA FINANCIAL LLC — STOREHOUSE MULTIPLE EMPLOYER PLAN ADOPTED BY TRUTINA FINANCIAL LLC, Form 5500 (2023)
Creator: TRUTINA FINANCIAL LLC

Form 5500-SF

FILING_RECEIVED

STOREHOUSE MULTIPLE EMPLOYER PLAN ADOPTED BY TRUTINA FINANCIAL LLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 TRUTINA FINANCIAL LLC.

Plan sponsor

Name

TRUTINA FINANCIAL LLC

EIN

47-0995939

Address

10811 MAIN STREET · BELLEVUE, WA · 98004

Phone

(425) 401-1211

Industry

Finance & Insurancesee all

Plan administrator

Name

PENTEGRA SERVICES, INC.

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(800) 872-3473

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-08-31

Filed

2024-10-17

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FRANOCABANO, PLLC.

FRANOCABANO 401K PROFIT SHARING PLAN

WHITAKER SECURITIES LLC

WHITAKER SECURITIES 401(K) PLAN

RAINIER SECURITIES, LLC

RAINIER SECURITIES, LLC 401(K) PLAN

COLUMN CAPITAL ADVISORS, LLC

COLUMN CAPITAL RETIREMENT SAVINGS PLAN

DE PAOLA TRADING, INC.

DEPAOLA TRADING, INC. PROFIT SHARING PLAN