Original filing (PDF)20241017062814NAL0032820065001

Trutina Financial LLC

Name: Trutina Financial LLC — Storehouse Multiple Employer, Form 5500 (2023)
Creator: Trutina Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Storehouse Multiple Employer Plan Adopted by Trutina Financial LLC

401(k) retirement plan · Trutina Financial LLC's Storehouse Multiple Employer Plan Adopted by Trutina Financial LLC filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Betty Caldwell signed Trutina Financial LLC's 2023 Form 5500 as plan administrator.

Betty Caldwell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Trutina Financial LLC's EIN is 47-0995939.

EIN 47-0995939

Plan number 002

Plan year 2023

ACK ID 20241017062814NAL0032820065001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Trutina Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Trutina Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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