Original filing (PDF)20260108151936NAL0009229169001

STATETRUST CAPITAL, LLC

Name: STATETRUST CAPITAL, LLC — STATETRUST 401K PLAN, Form 5500 (2024)
Creator: STATETRUST CAPITAL, LLC

Form 5500-SF

FILING_RECEIVED

STATETRUST 401K PLAN

401(k) retirement plan

Signals · 1

Late filing · 1.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STATETRUST CAPITAL, LLC.

Plan sponsor

Name

STATETRUST CAPITAL, LLC

EIN

65-0941125

Address

1750 CLINT MOORE RD · BOCA RATON, FL · 33487

Phone

(305) 921-8100

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

2026-01-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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