· 2022–2024 · DOL EFAST2

TRUST COMPANIES OF AMERICA, INC. — TRUST COMPANIES OF AMERICA, INC. 401K SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251001082808NAL0005829427001

TRUST COMPANIES OF AMERICA, INC.

Form 5500-SF

FILING_RECEIVED

TRUST COMPANIES OF AMERICA, INC. 401K SAVINGS PLAN

401(k) retirement plan

Active participants

40

Accounts w/ balance

44

Plan assets (EOY)

$10.0M

Net assets (EOY)

$10.0M

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

71

Vendor & structure

100

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUST COMPANIES OF AMERICA, INC..

Plan sponsor

Name

TRUST COMPANIES OF AMERICA, INC.

EIN

65-0596382

Address

1400 CENTER ROAD · VENICE, FL · 34292

Phone

(941) 493-3600

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

2025-10-01

Pension benefit codes

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)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

RATHER & KITTRELL, INC.

RATHER & KITTRELL CAPITAL MANAGEMENT 401(K) PLAN

$10.0M · 44 participants

DOCK STREET CAPITAL, LLC

DOCK STREET CAPITAL, LLC 401(K) PLAN

$10.0M · 16 participants

THE YUCAIPA COMPANIES, LLC

THE YUCAIPA COMPANIES, LLC 401(K) PROFIT SHARING PLAN AND TRUST

$10.0M · 57 participants

CURRENCY EXCHANGE INTERNATIONAL

CURRENCY EXCHANGE INTERNATIONAL 401K PS PLAN

$10.0M · 289 participants

NEW ENGLAND PROFESSIONAL PLANNING GROUP, INC.