Original filing (PDF)20251007100051NAL0011198338001

TRUFUND FINANCIAL SERVICES, INC.

Name: TRUFUND FINANCIAL SERVICES, INC. — TRUFUND FINANCIAL SERVICES 403(B) PLAN, Form 5500 (2024)
Creator: TRUFUND FINANCIAL SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

TRUFUND FINANCIAL SERVICES 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 TRUFUND FINANCIAL SERVICES, INC..

Plan sponsor

Name

TRUFUND FINANCIAL SERVICES, INC.

EIN

59-3814814

Address

39 WEST 37 STREET · 7TH FLOOR · NEW YORK, NY · 10018

Phone

(212) 204-1347

Industry

Finance & Insurancesee all

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

2025-10-07

Pension benefit codes

2S · Automatic enrollment

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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