Claire Pollock signed Trupoint Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trupoint Bank's EIN is 54-0924883.
Download the official 2024 Form 5500 (PDF) for Trupoint Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trupoint Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORDKEEPER | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VBA BENEFITS CORPORATION | 54-1741662 | — | SERVICE PROVIDER | $28K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vangrd Trgt Retire 2035 Tr II Common Collective Trust | Common Collective Trusts | — | — | $2.0M | 17.9% | |
| VANGUARD TARGET RETIREMENT 2035 TRU VANGUARD FUNDS · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $2.0M | 17.9% | |
| Vangrd Trgt Retire 2025 Tr II Common Collective Trust | Common Collective Trusts | — | — | $1.9M | 16.9% | |
| VANGUARD TARGET RETIREMENT 2025 TRU VANGUARD FUNDS · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $1.9M | 16.9% | |
| GOLDMAN SACHS ST VL CL TR IS SR CL GOLDMAN SACHS FUNDS · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $1.5M | 12.8% | |
| Vangrd Trgt Retire 2030 Tr II Common Collective Trust | Common Collective Trusts | — | — | $1.4M | 12.2% | |
| VANGUARD TARGET RETIREMENT 2030 TRU VANGUARD FUNDS · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $1.4M | 12.2% | |
| Vangrd Trgt Retire 2045 Tr II Common Collective Trust | Common Collective Trusts | — | — | $1.0M | 9.1% | |
| VANGUARD TARGET RETIREMENT 2045 TRU VANGUARD FUNDS · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $1.0M | 9.1% | |
| Vangrd Trgt Retire 2040 Tr II Common Collective Trust | Common Collective Trusts | — | — | $879K | 7.7% | |
| VANGUARD TARGET RETIREMENT 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $879K | 7.7% | |
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $614K | 5.4% | |
| WILMINGTON TRUST MFS GROWTH CIT - F WILMINGTON TRUST FUNDS · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $322K | 2.8% | |
| Vangrd Trgt Retire 2020 Tr II Common Collective Trust | Common Collective Trusts | — | — | $301K | 2.6% | |
| VANGUARD TARGET RETIREMENT 2020 TRU VANGUARD FUNDS · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $301K | 2.6% | |
| Vangrd Trgt Retire 2050 Tr II Common Collective Trust | Common Collective Trusts | — | — | $236K | 2.1% | |
| VANGUARD TARGET RETIREMENT 2050 TRU VANGUARD FUNDS · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $236K | 2.1% | |
| Vangrd Trgt Retire 2055 Tr II Common Collective Trust | Common Collective Trusts | — | — | $191K | 1.7% | |
| VANGUARD TARGET RETIREMENT 2055 TRU VANGUARD FUNDS · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $191K | 1.7% | |
| JPMorgan Mid Cap Growth Fd R6 Registered Investment Company | Common Stocks | — | — | $190K | 1.7% | |
| Vangrd Trgt Retire 2065 Tr II Common Collective Trust | Common Collective Trusts | — | — | $138K | 1.2% | |
| VANGUARD TARGET RETIREMENT 2065 TRU VANGUARD FUNDS · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $138K | 1.2% | |
| Voya Intermediate Bond Fund R6 Registered Investment Company | Common Stocks | — | — | $126K | 1.1% | |
| Vangrd Trgt Retire Inc Tr II Common Collective Trust | Common Collective Trusts | — | — | $97K | 0.9% | |
| VANGUARD TARGET RETIREMENT INCOME T VANGUARD FUNDS · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $97K | 0.9% | |
| Vangrd Trgt Retire 2060 Tr II Common Collective Trust | Common Collective Trusts | — | — | $96K | 0.8% | |
| VANGUARD TARGET RETIREMENT 2060 TRU VANGUARD FUNDS · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $96K | 0.8% | |
| (Held at End of Year) 401K PLAN FOR TRUPOINT BANK EIN#54-0924883 Plan# 002 Victory Sycmr Est Vl Fd R6 Registered Investment Company | Common Stocks | — | — | $76K | 0.7% | |
| Vangrd Equity Income Fund Adm Registered Investment Company | Common Stocks | — | — | $70K | 0.6% | |
| PIMCO RAE US Small Ins Registered Investment Company | Mutual Funds | — | — | $51K | 0.4% | |
| Fid US Bd Id Fd Registered Investment Company | Mutual Funds | — | — | $22K | 0.2% | |
| Fidelity Ext Mkt Index Fund Registered Investment Company | Common Collective Trusts | — | — | $18K | 0.2% | |
| Vangrd Trgt Retire 2070 Tr II Common Collective Trust | Common Collective Trusts | — | — | $6K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2070 TRU VANGUARD FUNDS · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $6K | <0.1% | |
| Cohen&Steers Real Est S Fd Z Registered Investment Company | Common Stocks | — | — | $3K | <0.1% | |
| JPMorgan Emrg Mkts Eqty Fd R6 Registered Investment Company | Common Stocks | — | — | $3K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld A Registered Investment Company | Common Stocks | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
