How big is Trusty Oak's plan?

Trusty Oak's plan reported $15K in assets and 4 participants for 2024.

Original filing (PDF)20250718151803NAL0003618610001

Trusty Oak

Name: Trusty Oak — Trusty Oak 401(k) Plan, Form 5500 (2024)
Creator: Trusty Oak
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trusty Oak 401(k) Plan

401(k) retirement plan · Trusty Oak's Trusty Oak 401(k) Plan held $15K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15K

Net assets (EOY)

$15K

People on this filing

Marcus Bowie signed Trusty Oak's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Trusty Oak's EIN is 47-5372748.

EIN 47-5372748

Plan number 001

Plan year 2024

ACK ID 20250718151803NAL0003618610001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trusty Oak from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trusty Oak's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TRUSTY OAK

EIN

all filings

Address

701 TILLERY ST, SUITE A-3 #21 · AUSTIN, TX · 78702

Phone

(512) 655-9234

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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